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The PNTHR’s Perch — Week of Oct 6-10, 2025: Stocks & Strategy

The PNTHR’s Perch — Week of Oct 6-10, 2025: Stocks & Strategy

The PNTHR’s Perch — Week of Oct 6-10, 2025: Stocks & StrategyScott R McBrien
Published on: 10/11/2025

Geopolitical tensions, AI infrastructure, and shifting market momentum. This week’s CIO note breaks down what’s moving markets and where disciplined investors should stay focused.

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 trendsU.S.–China tensionsAI infrastructuresemiconductor sector