ATTENTION: ACCREDITED INVESTORS

Investing clarity you can actually use

Our blog breaks down the strategies and discipline the pros use, so you can make confident, informed decisions and stop guessing with your portfolio.

Never miss a post. Get updates delivered straight to your inbox.

The PNTHR’s Perch — Week of Sep 8, 2025: Stocks & Strategy

Scott R McBrien

Published on: 09/13/2025

This 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.

PNTHR FUNDS,The PNTHR’s PerchScott McBrienlong-short equity hedge fundmarket outlookhedge fundprivate investingquant strategiesprivate hedge fundqualified investor opportunitiesaccredited investor opportunitiesfinancial sector rotationinflation outlooklong-short equity strategygold as inflation hedgeAI rotation stocksMarket inflection point 2025Hedge fund strategy 2025Gold price forecast 2025Fragile bull marketQuant investing strategy

The PNTHR’s Perch — Week of Sep 2, 2025: Stocks & Strategy

Scott R McBrien

Published on: 09/07/2025

CIO 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.

PNTHR FUNDS,The PNTHR’s PerchScott McBrienlong-short equity hedge fundmarket outlookhedge fundprivate investingquant strategiesprivate hedge fundqualified investor opportunitiesaccredited investor opportunitiesfinancial sector rotationinflation outlooklong-short equity strategySeptember market volatilitygold as inflation hedgeAI rotation stocksNvidia vs Broadcom

The PNTHR’s Perch — Week of Aug 25: Stocks & Strategy

Scott R McBrien

Published on: 08/31/2025

AI pullback, financial sector rotation, and government equity stakes signal a shifting market. PNTHR breaks down what smart investors should watch next.

PNTHR FUNDS,The PNTHR’s PerchScott McBrienlong-short equity hedge fundmarket outlookhedge fundprivate investingquant strategiesprivate hedge fundqualified investor opportunitiesaccredited investor opportunitiesAI pullbackgovernment equity ownershipfinancial sector rotationinflation outlookrate cut expectationsAI chip demandlong-short equity strategy