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The PNTHR’s Perch — Week of Nov 3-7, 2025: Stocks & Strategy

Scott R McBrien

Published on: 11/09/2025

Get this week’s stock market breakdown, signal charts, and insights from PNTHR’s CIO. See our stock timing signals from companies in the PNTHR 100 and how bond yields, tech, and sentiment are shaping smarter portfolio decisions.

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The PNTHR’s Perch — Week of Oct 27-31, 2025: Stocks & Strategy

Scott R McBrien

Published on: 11/01/2025

The Fed cut rates, but the market only rewarded companies turning AI spend into revenue. This week’s PNTHR’S PERCH breaks down what’s working—and what’s not.

PNTHR FUNDS,The PNTHR’s PerchScott McBrienlong-short equity hedge fundmarket outlookhedge fundprivate investingquant strategiesprivate hedge fundqualified investor opportunitiesaccredited investor opportunitieslong-short equity strategyHedge fund strategy 2025Quant investing strategyAI investing trendsAI infrastructureFed rate cutMAG 7 stocksstock market leadershipMicrosoft earningsMeta CapExAmazon AWSstock picking

The PNTHR’s Perch — Week of Oct 20-24, 2025: Stocks & Strategy

Scott R McBrien

Published on: 10/26/2025

Liquidity tailwinds, AI power buildout, AWS outage resilience, policy vs signal, consumer via payments, risk rules, and next week’s key data and earnings. Disciplined and actionable.

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The PNTHR’s Perch — Week of Oct 13-17, 2025: Stocks & Strategy

Scott R McBrien

Published on: 10/19/2025

Private credit stress, AI spend shifts, and market plumbing signals. This week’s Perch breaks down where risk is building and where disciplined investors can stay on offense.

PNTHR FUNDS,The PNTHR’s PerchScott McBrienlong-short equity hedge fundmarket outlookhedge fundprivate investingquant strategiesprivate hedge fundqualified investor opportunitiesaccredited investor opportunitieslong-short equity strategyHedge fund strategy 2025Quant investing strategyearnings season strategyAI investing trendsAI infrastructuresemiconductor sectorprivate creditportfolio riskfinancial plumbing