Paulsen Perspectives

Paulsen Perspectives

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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
11
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
3
Mid-Year Update on Current Thinking
No written words and no charts today. Just some reflections. Thanks for listening in!
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Jim Paulsen
21
50:48
Government Debt & Bond Yield Anxieties?
Worries about government deficits and debt have been a chronic concern which probably is responsible for keeping too many investors, too cautiously…
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Jim Paulsen
2
CNBC Interview with Jon Fortt
Paulsen Perspectives is a reader-supported publication.
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Jim Paulsen
1
A Pictorial of Fed Easing Pressures
Numerous market and economic indicators are suggesting the Fed should be continuing to ease interest rates. See the pictorial below.
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Jim Paulsen
3

May 2025

Supporting the Stock Market
Investors should avoid exiting this bull market until all its supports have been exhausted.
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Jim Paulsen
Battle Royal
The Fed worries about inflation while the financial markets have recession anxieties. Who will win this 'Battle Royal'?
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Jim Paulsen
Has the Debasement of Monetary Policy Led to Massive & Chronic Federal Deficits?
Because monetary policy has been overused and abused in recent decades causing its economic efficacy to diminish, it has forced fiscal authorities to…
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Jim Paulsen
5
What’s Next – “Full Bull Support”?
This is the only post-war bull market which has not yet received "Full Bull Support"! However, conditions may be emerging which could yet bring very…
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Jim Paulsen
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