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Scott R McBrienThis week in The PNTHR’s Perch: government becomes a market partner, AI disruption accelerates, and value proves resilient. Insights on sectors, stocks, and strategy for investors.
Scott R McBrienAI momentum vs. valuation discipline. Scott McBrien breaks down tariffs, Fed path, sector winners, and 40+ tickers—with takeaways you can act on now.
Scott R McBrienAI 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.