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Market Outlook

May’s CPI cools more than expected, with core CPI rising 3.4% Y/Y

May’s CPI cools more than expected, with core CPI rising 3.4% Y/Y

June 12, 2024

May Consumer Price Index: 0.0% vs. +0.1%...

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ConsumerPriceIndex, CPI, EconomicData, FederalReserve, Inflation, MarketReaction

Fed Officials Dial Back Rate Forecasts, Signal Just One ’24 Cut

Fed Officials Dial Back Rate Forecasts, Signal Just One ’24 Cut

June 12, 2024

Officials acknowledge 'modest further progress' on prices...

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ConsumerPriceIndex, EconomicData, Federal Reserve, FOMC, Inflation, Interest Rate Cuts, recession, Unemployment, Unemployment Index, Wages

Payrolls Report For May 2024

Payrolls Report For May 2024

June 7, 2024

US Payrolls Rose by 272,000 in May,...

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Economic indicators, Economy, Federal Reserve, Inflation, Investor Strategy, Jobs Report, Non-Farm Payrolls, recession, Unemployment, Unemployment Index, Wages

Economic Update: April Core PCE Price Index and Personal Income

Economic Update: April Core PCE Price Index and Personal Income

May 31, 2024

April Core PCE Price Index: In line...

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Business, Core PCE Price Index, Economic indicators, Economic Update, Economy, Finance, Financial News, Inflation, Market Analysis, Personal Income, Personal Outlays

S&P 500 Q1-2024 Earnings Season Recap: Strong Growth Signals Amidst High Expectations

S&P 500 Q1-2024 Earnings Season Recap: Strong Growth Signals Amidst High Expectations

May 21, 2024

Earnings Season Recap - Q1-2024, 93% of...

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Earnings season, Economic Outlook, Inflation Impact, Investment Strategy, Market Expectations, Profit Margins, Q1-2024, revenue growth, S&P 500, Valuation Metrics

Jobs Report: June 2024

Jobs Report: June 2024

May 7, 2024

A good jobs report. 206,000 net new...

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10-Year Treasury, Economic Indicators# Investor Strategy, Economy, Federal Reserve, Futures, Inflation, Jobs Repor, Non-Farm Payrolls, recession, Unemployment, Unemployment Index, Wages

Chair Powell’s Remarks: Navigating the Fine Line Between Employment and Inflation Amidst FOMC Decisions

Chair Powell’s Remarks: Navigating the Fine Line Between Employment and Inflation Amidst FOMC Decisions

May 1, 2024

From Chair Powell “I don’t see the...

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Economic Outlook, Employment, Federal Reserve, FOMC Meeting, Inflation Control, Jerome Powell, Market Reactions, Monetary Policy, Quantitative Tightening, S&P 500

March Core PCE Price Index Matches Expectations, While Personal Income and Outlays Show Steady Growth

March Core PCE Price Index Matches Expectations, While Personal Income and Outlays Show Steady Growth

April 26, 2024

March Core PCE Price Index: +0.3% M/M...

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10-Year Treasury, consumer spending, Core PCE, economic data, financial markets, Inflation, inflation trends, Interest rates, Market Analysis, PCE Price Index, Personal Income, Personal Outlays

Manufacturing PMI Signals Weakness: What It Means for the Economy and Markets

Manufacturing PMI Signals Weakness: What It Means for the Economy and Markets

April 23, 2024

The weaker manufacturing sector is a much...

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Earnings Reports, economic growth, Google, inflation trends, Manufacturing PMI, Market Analysis, Meta Earnings, Microsoft, PCE Data, Services Sector, Tesla earnings

Market Analysis: S&P 500’s Recent Decline and Interest Rate Implications

Market Analysis: S&P 500’s Recent Decline and Interest Rate Implications

April 17, 2024

S&P 500 5,022 down 243 points, 4.6%...

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Earnings season, Economic Outlook, Financial Conditions, Interest rates, Investment Strategy, investor sentiment, Market Analysis, Market Corrections, S&P 500, Treasury Yields, Volatility Index (VIX)

CPI inflation stays hot in March

CPI inflation stays hot in March

April 10, 2024

CPI inflation stays hot in March March...

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ConsumerPriceIndex, CPI, EconomicData, FederalReserve, Inflation

The Macro Approach And Historic Valuations;. Are We Overpriced?

The Macro Approach And Historic Valuations;. Are We Overpriced?

April 8, 2024

Top down-market strategy is relevant and sometimes...

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Asset Bubbles, Economic Cycles, financial markets, Historical Valuations, Investment Strategy, Macro Economics, Market Trends, Market Valuations, Overpriced Stocks, Stock Market Analysis

The 2% Fed Neutral Rate target Is a myth

The 2% Fed Neutral Rate target Is a myth

April 8, 2024

The 2% Fed target is a myth...

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Central Banking, Economic Myths, Fed Rate Hike, Federal Reserve, financial markets, Inflation Target, Interest rates, Monetary Policy, Neutral Rate, US Economy

Payrolls Report For March 2024

Payrolls Report For March 2024

April 5, 2024

The much-awaited payrolls report is out Strong...

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Economic indicators, Economy, Investor Strategy, Jobs Report, Non-Farm Payrolls

Fed’s Preferred Inflation Gauge Eases in February, Matching Expectations

Fed’s Preferred Inflation Gauge Eases in February, Matching Expectations

March 29, 2024

Fed's preferred inflation gauge subsides, in line...

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Core PCE Price Index, economic data, Federal Reserve, Inflation, inflation trends, Market Analysis, Monetary Policy, Personal Consumption, Personal Income, U.S. economy

Macro Approach, Market Valuations, and the Outlook: Navigating Euphoria and Fundamentals

Macro Approach, Market Valuations, and the Outlook: Navigating Euphoria and Fundamentals

March 24, 2024

The Macro approach and historic valuations, market...

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earnings growth, Historical Benchmarks, Macro Strategy, Market Breadth, Market Valuations, Risk Premium, S&P 500, Stock Market Outlook

Patience in the Market: Accumulating Quality Stocks Amid Volatility

Patience in the Market: Accumulating Quality Stocks Amid Volatility

March 16, 2024

The main strategy is patience to get...

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Adobe, AI and Tech, Investment Strategy, Long-Term Investing, Margin of Safety, Market Trends, Options Trading, stock market, Technology Stocks, Volatility

February CPI: Slightly Higher Inflation, Markets Remain Unfazed

February CPI: Slightly Higher Inflation, Markets Remain Unfazed

March 12, 2024

February CPI (Consumer Price Index) No major...

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#ConsumerPriceIndex, #CPI, #EconomicIndicators, #FinanceNews, #Inflation, #Investing, #MarketTrends

February Jobs Report: Strong Gains Amid Mixed Signals

February Jobs Report: Strong Gains Amid Mixed Signals

March 8, 2024

February Jobs Report Net job gains 275K,...

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Economic Analysis, Employment Data, February Jobs Report, Federal Reserve, Job Gains, Labor Market, Treasury Yields, Unemployment Rate, Wage Growth

February Jobs Report: Strong Gains Amidst Rising Unemployment and Wage Growth Slowdown

February Jobs Report: Strong Gains Amidst Rising Unemployment and Wage Growth Slowdown

March 5, 2024

I have been taking profits in good...

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#EconomicIndicators, #Economy, #Employment, #FederalReserve, #InterestRates, #MarketAnalysis, #Unemployment, #Wages, February2024, JobsReport

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About Fountainhead

Fountainhead has been a financial analyst and portfolio manager for over 35 years, with a 5 Star tipranks rating in the top 3%.

I love to find great, undervalued, best-in-class companies using the same fundamental analysis and strategies used by Warren Buffett and Peter Lynch.

Investment Style: Growth, GARP (Growth At A Reasonable Price) Long Term Investment Strategy,

Focus: Objective analysis of companies having high-quality business models, moats, and competitive advantages with sustainable growth.

Sector Expertise: Technology, Artificial Intelligence, AI, Semiconductors, SaaS, Cybersecurity, Enterprise Software, Cloud, Data Analytics, and Media.

Professional Experience: Over 40 years of portfolio management experience for family offices.

Education: Rice University – MBA, Finance and Marketing

‎Disclaimer – Welcome and thank you for visiting our website. The purpose of this website is to discuss the fundamentals of great companies and stocks. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Fountainhead blogs on Seeking Alpha and other websites such as Substack. Fountainhead Consulting LLC and its members are not licensed securities dealer brokers, investment advisors, or investment banks. They may or may not have positions in the stocks or securities discussed. Fountainhead does not have business relationships with any company whose stock is mentioned in this article. Their posts reflect their opinions, and the authors are not getting any compensation for the posts, except from Seeking Alpha. Past performance is no guarantee for future results.

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