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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.

PNTHR'S PERCH Newsletter
The PNTHR’s Perch — Week of July 28: Stocks & Strategy

The PNTHR’s Perch — Week of July 28: Stocks & Strategy

The PNTHR’s Perch — Week of July 28: Stocks & StrategyScott R McBrien
Published on: 08/10/2025

AI tailwinds vs. macro headwinds: Scott McBrien breaks down the week’s cross-currents—Fed watch, tariffs, credit, sector standouts—and shares our positioning, watchlist, and investor takeaways for disciplined upside.

PNTHR'S PERCH Newsletter