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

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

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

04/23/2024
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 Outlook

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

04/17/2024
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
Market Outlook

CPI inflation stays hot in March

04/10/2024
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?
Market Outlook

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

04/08/2024
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
Market Outlook

The 2% Fed Neutral Rate target Is a myth

04/08/2024
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
Market Outlook

Payrolls Report For March 2024

04/05/2024
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
Market Outlook

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

03/29/2024
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
Market Outlook

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

03/24/2024
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
Market Outlook

Patience in the Market: Accumulating Quality Stocks Amid Volatility

03/16/2024
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
Market Outlook

February CPI: Slightly Higher Inflation, Markets Remain Unfazed

03/12/2024
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
Market Outlook

February Jobs Report: Strong Gains Amid Mixed Signals

03/08/2024
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
Market Outlook

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

03/05/2024
I have been taking profits in good...
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#EconomicIndicators, #Economy, #Employment, #FederalReserve, #InterestRates, #MarketAnalysis, #Unemployment, #Wages, February2024, JobsReport
S&P 500 Earnings Overview: Q4 2023 Insights and Valuation Metrics
Market Outlook

S&P 500 Earnings Overview: Q4 2023 Insights and Valuation Metrics

02/13/2024
FactSet reported the following for S&P 500...
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Earnings Report, EPS Surprise, financial analysis, Market Trends, P/E Ratio, Q4 2023, revenue growth, S&P 500
The July Payroll Report 
Market Outlook

The July Payroll Report 

02/08/2024
Big miss to the downside.  US July...
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Economy, Payrolls, Unemployment
The Anomaly of Interest Rate Movements: Are Markets Disregarding the Fed?
Market Outlook

The Anomaly of Interest Rate Movements: Are Markets Disregarding the Fed?

02/01/2024
The anomaly of interest rate movements Are...
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10-Year Treasury, Bond Market, Economic Policy, Election Year, Federal Reserve, FOMC, Inflation, Interest rates, Market Analysis, Powell, Rate Cuts, Treasury Yields, Yellen
Fed Rate Cut Unlikely in March: Powell Stresses Patience Amid Inflation Concerns
Market Outlook

Fed Rate Cut Unlikely in March: Powell Stresses Patience Amid Inflation Concerns

01/31/2024
Fed rate cut not likely in March...
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Economic Outlook, Federal Reserve, FOMC, Inflation, Inflation Target, Interest rates, Jerome Powell, Labor Market, March Meeting, Monetary Policy, Policy Rate, Rate Cut, Soft Landing
Great Expectations: Tech Giants’ Solid Earnings Can’t Satisfy High Hopes
Market Outlook

Great Expectations: Tech Giants’ Solid Earnings Can’t Satisfy High Hopes

01/31/2024
Great Expectations. Hi everyone. Sometimes, stocks get...
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AI Growth, AI Investment, AI Progress, Alphabet, Alphabet AI, AMD, AMD AI Chips, CAPEX, Earnings Report, Investor Expectations, Meta, Microsoft, Microsoft AI, Nasdaq, Nvidia GPUs, Stock Market Reaction, Technology Stocks
December 2023 Payroll Report: Job Gains Exceed Expectations Amid Rising Wages
Market Outlook

December 2023 Payroll Report: Job Gains Exceed Expectations Amid Rising Wages

01/05/2024
Category - Market Outlook Payroll Report for...
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Economic indicators, Employment Data, Federal Reserve, Inflation, Job Gains, Labor Market, Payroll Report, S&P Futures, Treasury Yield, Wage Growth
January Inflation Surprises: Rates Climb Above 3%
Market Outlook

January Inflation Surprises: Rates Climb Above 3%

01/01/2024
Inflation rose more than expected in January,...
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Consumer Prices, Cost of Living, Economic Analysis, Economic News, Economic Policy, Financial Trends, Inflation, January 2024, Market Impact
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