Providence Perspectives

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...

The ever-changing tariff dynamic continues to dominate financial headlines.  When we sent out our first quarter newsletter on April 4th,...