Paulsen Perspectives

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An Interview with Barron's Live
Yesterday I had the privilege of joining Ben Levisohn at Barrons to visit about the economy and the markets.
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Jim Paulsen
1
Yields Out of Whack!
Bond yields have been rising for some time despite a rising U.S. total resource unemployment rate, a dramatically lessened CPI inflation rate, and…
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Jim Paulsen
3
Will Tech Stocks Soar (Again) or Stall in 2025?
Innovation appears poised to continue amazing all of us in the New Year, but the macro-environment may become far less hospitable for tech investors.
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Jim Paulsen
1

December 2024

A recent Podcast for the New Year!
Click below to watch.
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Jim Paulsen
2
Evidence of an Economic Slowdown Broadens
Several economic & stock market Indicators are now suggesting a meaningful slowdown in real GDP growth during 2025. What does this imply for the stock…
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Jim Paulsen
A Quickie on Fed Easing with Rising Inflation?
Since 1970, the Fed has frequently began easing even though the CPI Inflation rate was rising. They should do so again today.
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Jim Paulsen
4
Economy to Slow & Recession Fears to Return?
The Federal Reserve may be easing interest rates, but many other forces remain contractionary for future economic growth.
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Jim Paulsen
3
When Main Street Speaks … Investors Should Listen
According to the Main Street Meter (MSM), this middle-aged stock market should continue surprising many by delivering a satisfying 10%ish average…
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Jim Paulsen
1
The BIG Untapped Asset -- Confidence
Don’t underestimate the power of something we have not yet witnessed in this recovery/Bull market cycle – the potential emergence of “Animal Spirits”!
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Jim Paulsen
1
Pockets of Pessimism
The stock market is susceptible to a correction but there is probably still too much pessimism on Wall & Main for it to yet succumb to a Bear market.
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Jim Paulsen
2
The Federal Government Deficit is Huge, So Buy Stocks!
For those extremely worried about the U.S. federal deficit/debt, my advice is to “Buy Stocks & Enjoy a Healthy Economy”!
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Jim Paulsen
4
Post-Holiday Monday Musings
Main Street Bullishness, Yields Headed Lower, Gas Prices & Confidence, Aggressive Investments & Animal Spirits, Fed Boosting Confidence, Smalls & the…
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Jim Paulsen
2
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