Our blog breaks down the strategies and discipline the pros use, so you can make confident, informed decisions and stop guessing with your portfolio.
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Scott R McBrienLiquidity tailwinds, AI power buildout, AWS outage resilience, policy vs signal, consumer via payments, risk rules, and next week’s key data and earnings. Disciplined and actionable.
Scott R McBrienPrivate credit stress, AI spend shifts, and market plumbing signals. This week’s Perch breaks down where risk is building and where disciplined investors can stay on offense.
Scott R McBrienGeopolitical 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.
Scott R McBrienMarkets surged into Q4 as AI, energy, and pharma took the lead. In this week’s PNTHR’s Perch, Scott McBrien shares insights from Zurich’s U.S. Trade Mission, breaks down the “hated bull market,” and outlines where PNTHR FUNDS sees the next opportunities in a shifting economy.