Providence Perspectives

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...

Artificial Intelligence and data centers have taken over financial markets, which is causing investors to question whether we are in...