Providence Perspectives

We decided to change the flavor of our newsletter this quarter and widen the authorship. We’ve received many inbound questions...

One notable event during the 2nd quarter was the initial public offering (IPO) of SpaceX.  SpaceX had been a privately...

The war in Iran is causing significant impact to commodity supply chains, which leads to direct and indirect impacts in...

The primary investment themes of 2023 and 2024 continued in 2025.  AI continues to dominate markets.  Capital expenditures from AI...