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The PNTHR’s Perch — Week of Aug 4: Stocks & Strategy

The PNTHR’s Perch — Week of Aug 4: Stocks & Strategy

The PNTHR’s Perch — Week of Aug 4: Stocks & StrategyScott R McBrien
Published on: 08/11/2025

AI momentum vs. valuation discipline. Scott McBrien breaks down tariffs, Fed path, sector winners, and 40+ tickers—with takeaways you can act on now.

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