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The PNTHR’s Perch — Week of Sep 2, 2025: Stocks & Strategy

The PNTHR’s Perch — Week of Sep 2, 2025: Stocks & Strategy

The PNTHR’s Perch — Week of Sep 2, 2025: Stocks & StrategyScott R McBrien
Published on: 09/07/2025

CIO Scott McBrien on September volatility, rising yields, policy uncertainty, and rotation within AI. Includes sector highlights, 100 stocks in focus, gold as a hedge, and the critical earnings and macro events ahead.

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