Paulsen Perspectives

Paulsen Perspectives

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A Few Short Stories
The Rich have lost hope, it's been a LOSERS' decade, and what a Tech Run!
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Jim Paulsen
1
A Charts Consult
8 Pictures worth 1000 words each and more than 1500 actual words. That's 9500 in total -- more than you probably need!
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Jim Paulsen
Lots of Relatively Cheap Stocks!
The degree of relative PE cheapness among the 72 S&P industry indexes comprising the S&P 500 Index is a decent gauge of future broadening in stock…
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Jim Paulsen
5
This, That, & the Other Thing
Just a small potpourri of economic and financial market relationships.
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Jim Paulsen
Scared & Loaded
I continue listening and considering all bearish arguments for stocks, but for now, I can’t ignore the Big Beautiful Elephant in the room!
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Jim Paulsen
2

June 2025

An Oddity with Potential
A Fed ease could unleash a plethora of stock market supports finally bringing new leadership and elongating this bull run perhaps for much longer than…
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Jim Paulsen
2
Thoughts on the “Standing Pat” Fed
The Fed’s approach of “wait and see” is losing credibility and the financial markets are beginning to price securities based on growing expectations of…
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Jim Paulsen
1
Recent Audio Interview I did with the AlpineMacro Group
Please click the link below and take a listen. Thanks for being a subscriber!
Hooray for a Weak Dollar!
Dollar sanctity be damned; investors should be excited about the prospect of the U.S. dollar possibly heading toward a prolonged period of weakness…
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Jim Paulsen
2
A Video Update on Insights Surrounding the Pending Risk-Return Frontier Shift
A summary of the RRF history by Economic Policy Regime and what a shift implies for stock & bond performance and sector leadership.
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Jim Paulsen
13
22:54
Charts ‘A-Changin’
Valuation Drift? Debt service & Value Stocks? Gold Buying in a Pessimism Bubble? Small Caps Finally getting Support? EPS to flatten, no collapse? Dollar…
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Jim Paulsen
2
Is the U.S. Risk-Return Frontier about to Shift to the Northeast?
Few are focused on what a boon a policy-induced Northeast shift in the RRF would prove to be for investors – particularly for those who maintain equity…
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Jim Paulsen
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