Fountainheadinvesting

Fountainhead Investing

  • Objective Analysis: Research On High Quality Companies With Sustainable Moats
  • Tech Focused: 60% Allocated To AI, Semiconductors, Technology

5 Star Tech Analyst Focused On Excellent Companies With Sustainable Moats

Market Outlook

SPY: Too Many Negative Indicators (Ratings Downgrade)
Market Outlook

SPY: Too Many Negative Indicators (Ratings Downgrade)

04/04/2025
Summary I'm downgrading my S&P 500 January...
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Economy, Inflation, recession, Stagflation, Tariffs, Weak economy
A Lack Of Consumer Confidence
Market Outlook

A Lack Of Consumer Confidence

03/25/2025
Market Outlook: Conference Board’s Consumer Confidence Index...
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Consumer Confidence, Consumer sentiment, Economy, Inflation, recession
A Balanced Chair Powell At The FOMC Press Conference
Market Outlook

A Balanced Chair Powell At The FOMC Press Conference

03/20/2025
I thought that Chair Powell was impressive...
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#Inflation, Economic Analysis, Federal Reserve, FOMC Meeting, GDP growth, Inflation, Interest rates, Investment Strategy, Unemployment
Slumping Consumer Confidence Doesn’t Bode Well For The Market
Market Outlook

Slumping Consumer Confidence Doesn’t Bode Well For The Market

02/25/2025
Market Outlook - Consumer Confidence Consumer confidence...
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Consumer Confidence, DOGE, Economic Analysis, Economic Contraction, Inflation, Layoffs, Weak Markets
Risk Management And Portfolio Strategy
AI Market Outlook Stocks Technology

Risk Management And Portfolio Strategy

02/23/2025
I sold 15-25% of several stocks on...
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Investment Strategy, Long-Term Investment, Stock Market Analysis, Stock Market Outlook, Tech Stocks
Market Outlook –  Economic Indicators Suggest A Possible Correction
Market Outlook

Market Outlook –  Economic Indicators Suggest A Possible Correction

02/21/2025
There has been a spate of economic...
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Consumer sentiment, Earnings, Economic Analysis, Economic indicators, Inflation, Interest rates, Investment Strategy, PMI
AI And The Multiplier Effect From Software
AI Enterprise Software Industry Market Outlook Stocks

AI And The Multiplier Effect From Software

02/11/2025
02/11/2025 The Software Multiplier Effect: An interesting...
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AI, Artificial Intelligence, CRM, Enterprise Software, NVDA, Palantir, PLTR, Salesforce, Tech Stocks
How To Thread The Needle In A Choppy Market In 2025
Market Outlook

How To Thread The Needle In A Choppy Market In 2025

01/15/2025
Stubborn inflation and the fear of inflationary...
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#Economy, Inflation, Investment Strategy, S&P 500, SPY, Stock Market Outlook
Bond And Stock Markets Rally Strongly On Cooling Inflation
Market Outlook

Bond And Stock Markets Rally Strongly On Cooling Inflation

01/15/2025
Bonds Rally: The US 10-year treasury yield...
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10-Year Treasury, CPI Report, Economic Analysis, Inflation, Nasdaq, S&P500, SPY
The Inmates Are Running The Asylum?
Market Outlook

The Inmates Are Running The Asylum?

12/20/2024
12/20/2024 The Inmates Are Running The Asylum?...
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Budgets, Economic Analysis
A Flicker Of Hope After The Fed Flameout
Market Outlook

A Flicker Of Hope After The Fed Flameout

12/20/2024
12/20/2024 The Fed's favored inflation gauge -...
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Consumer Prices, Economic Analysis, Federal Reserve, Inflation, Interest rates, PCE, PCE Price Index
Don’t Ignore The 10-Year Yield
Market Outlook

Don’t Ignore The 10-Year Yield

12/19/2024
The likelihood of only two Fed rate...
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10-Year Treasury, Economy, Inflation, Interest Rate Cuts, P/E Ratio, S&P 500, Treasury Yield
A Hawkish Cut
Market Outlook

A Hawkish Cut

12/18/2024
12/17/2024 A Hawkish Cut As expected the...
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Economic Analysis, Fed Funds Rate, Federal Reserve, FOMC Meeting, Inflation, Market Analysis
Market Outlook – The Case For Market Breadth
Market Outlook

Market Outlook – The Case For Market Breadth

11/24/2024
The Russell 2000 (IWM) ETF and the...
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#S&P 500, Investment Strategy, IWM, Nasdaq, QQQ, Small-Caps, SPY, stock analysis, Tech Stocks
Positives And Concerns About The Trump Presidency
Market Outlook

Positives And Concerns About The Trump Presidency

11/12/2024
I’m sure you’ve been inundated with opinions...
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#MarketAnalysis, Anti-trust, Economic Analysis, Economic indicators, Inflation, Investing Strategy, Regulations., Tarrifs, Taxes
S&P 500, Nasdaq Composite In Free Fall
Market Outlook

S&P 500, Nasdaq Composite In Free Fall

10/31/2024
The S&P 500 and the Nasdaq Composite...
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Investment Strategy, Meta Earnings, Microsoft, SPY, stock analysis, Stock Markets, Stocks
The S&P 500 (SPX), (SPY) Could See Significant Gains In The Next Two Months
Market Outlook

The S&P 500 (SPX), (SPY) Could See Significant Gains In The Next Two Months

10/29/2024
The Heisenberg report includes an interesting article...
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Bull Market, Elections, S&P 500, SPX, SPY, Stock Index, StockMarketAnalysis, Stocks
NFP Short Of Expectations
Market Outlook

NFP Short Of Expectations

09/06/2024
The unemployment rate ticked down to 4.2%,...
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Economy, Interest rates, Payroll Report, Wages
A Steep Fall on weaker PMI???
Market Outlook

A Steep Fall on weaker PMI???

09/03/2024
The big drop of 2% in the...
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AI, Artificial Intelligence, Cloud Service Provider, Microsoft, MSFT
July PCE Inline
Market Outlook

July PCE Inline

08/30/2024
Inflation monthly report for July as expected,...
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#EconomicIndicators, Economic Analysis, Inflation, PCE, Price Index
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