The PNTHR’s Perch — Week of Dec 1-5, 2025: Stocks & Strategy
Scott breaks down the upcoming FOMC, why markets are punishing bloated AI spend, and shares 10 stocks flagged by PNTHR’s proprietary buy/sell signals. Clarity in chaos.

Scott breaks down the upcoming FOMC, why markets are punishing bloated AI spend, and shares 10 stocks flagged by PNTHR’s proprietary buy/sell signals. Clarity in chaos.

Markets look strong on the surface—but under the hood, debt, leverage, and liquidity cracks are forming. In this episode, Scott breaks down the hidden fragility of the system (black eyes and all). Watch now.

Markets look strong on the surface—but under the hood, debt, leverage, and liquidity cracks are forming. In this episode, Scott breaks down the hidden fragility of the system (black eyes and all). Watch now.

In this week’s market update, PNTHR CIO Scott breaks down why the S&P 500’s surface-level strength is misleading. He explains the growing gap between index performance and average stocks, the sharp selloff in restaurant and consumer names, and what current valuations say about investor risk. Plus, he unpacks what last week’s price action — from Bitcoin to the VIX — reveals about where the market may be headed next.