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Scott R McBrienThis week’s PNTHR’s Perch dives into a pivotal market inflection point shaped by AI momentum, rate cut bets, and rising gold. Scott McBrien breaks down the Fed’s coming decision, mega-cap resilience, IPO resurgence, and the new PNTHR buy signal. Strategic insights across 100+ stocks and sectors.
Scott R McBrienCIO 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.
Scott R McBrienAI pullback, financial sector rotation, and government equity stakes signal a shifting market. PNTHR breaks down what smart investors should watch next.