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The PNTHR’s Perch — Week of Aug 18: Stocks & Strategy

Scott R McBrien

Published on: 08/24/2025

PNTHR’s Perch — Edition 4: Zurich trade mission, Fed recalibration, AI skepticism, and sector rotations. Get Scott McBrien’s strategy and investor takeaways.

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The PNTHR’s Perch — Week of Aug 11: Stocks & Strategy

Scott R McBrien

Published on: 08/17/2025

This week in The PNTHR’s Perch: government becomes a market partner, AI disruption accelerates, and value proves resilient. Insights on sectors, stocks, and strategy for investors.

PNTHR FUNDS,The PNTHR’s PerchScott McBrienlong-short equity hedge fundmarket outlookhedge fundprivate investingquant strategiesAI investing disruptionsemiconductor stocks,NVIDIA NVDAAMD stockTesla TSLAvalue vs growth investingCostco stock COSTBerkshire Hathaway BRK.Bprivate hedge fundqualified investor opportunitiesaccredited investor opportunities