Your September Strategy 8/29/25
Your September Strategy 8/29/25  
Podcast: Halftime Report
Published On: Fri Aug 29 2025
Description: Scott Wapner and the Investment Committee debate whether a September stumble is coming. Plus, we discuss whether the tide is turning for software stocks. And later, the Committee share their latest portfolio moves.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.