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The PNTHR’s Perch — Week of Oct 20-24, 2025: Stocks & Strategy

Scott R McBrien

Published on: 10/26/2025

Liquidity 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.

stock marketPNTHR'S PERCH Newsletter

The PNTHR’s Perch — Week of Oct 13-17, 2025: Stocks & Strategy

Scott R McBrien

Published on: 10/19/2025

Private 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.

stock marketPNTHR'S PERCH Newsletter