Sitemap - 2024 - Paulsen Perspectives
A recent Podcast for the New Year!
Evidence of an Economic Slowdown Broadens
A Quickie on Fed Easing with Rising Inflation?
Economy to Slow & Recession Fears to Return?
When Main Street Speaks … Investors Should Listen
The BIG Untapped Asset -- Confidence
The Federal Government Deficit is Huge, So Buy Stocks!
Video Interview with Excess Returns
The 60/40 Portfolio's 4% Trigger
Renewed Disinflation Likely in 2025
Cyclicals until Year-End and then Defensives?
Election Certainty Brings Economic Policy UNCERTAINTY
It’s a Good Time to Win the White House
Are International Stocks an Opportunity or a Chronic Loser?
Laisse-Faire Economic Policies to the Rescue
Why No Post-Pandemic Confidence Recovery?
A Few Potential Investment Tilts
A Soft Landing is a Powerfully Positive Force for the Stock Market
It’s Different This Time! (Where have I heard that before?)
Cyclicals or Defensives … Or Both?
Some Thoughts on Recession Risks
A Few Thoughts for the Weekend …
The Tortoise & the Hare – An Update
A Few Market & Economic Quickies
Is Valuation Losing its Value?
A Fed-Induced Bull Market Restart?
Can Bad Demographics Be Offset by New-Era Investments?
Basking in the Calm Embrace of Protective Pessimism
Unemployment, Recession, Soft-Landing, and the Stock Market. A Few Comments …
Bond Yields Feeling that Gravitational Pull
A Mag 7 Stock Market Calamity OR the Start of another Bull Market Leg?
Will the Recent Mag7 Collapse Incite a Market-Wide Bear?
Unwinding Concentration and Stimulating Dormancy
Downward Pressure Building for Bond Yields
A ‘Back to the Future’ Replay for this Bull?
A ‘Back to the Future’ Replay for this Bull?
Sour Economic Surprises are Sweet for SMALLS!
What does Economic Policy Normalization imply for the Stock Market?
Goldilocks and the Three Bulls ... It’s No Fairy Tale
Technology Stocks and Laborers are Bffs
Has S&P 500 concentration actually reduced stock market vulnerability?
Is Good News Good or is Bad News Good?
Economic Diversity is a Soft Landing’s Best Friend
The Federal Reserve needs to take a BREADTH
10-Year Treasury Yield is Too High
A Correction to Chart 3 in This morning's Post
Investors can only hope the Fed keeps stirring monetary uncertainty
Bulls Should Thank Businesses for Investing in our Superior Laborers
“Recession-casting” is Broken!
What Does Large-Cap Concentration Imply About Future Returns?
An Era of Rising Monetary Productivity?
Inflation is Losing Its Foundation
A Brief Comment on the Jobs Market
Disinflation Driving Growth Despite Inflation Fears
Why is Gold Acting Like a Tech Stock?
The 5% Trigger for Equity Allocation
When things are this ‘Out of Whack’, Investors should take a Whack!
A disinflationary U.S. economy headed for disinflationary rate cuts?
Small Cap Stocks have not had their traditional Bull Market POP?
A Lurking Recession Needs Vulnerabilities
Bulls take note … Defense is Expensive
The Fed recently made history … TWICE!
If the Fed is finally set to ease, for stock investors, the unemployment rate takes center stage
The Stock Market’s Unemployment Rate is Near a Record High
Why is the Fed so Worried about Inflation?
Don’t Miss this Opportunity … A Pessimistic Productivity Boom!
The Fed was Late, so the Yield Curve Signal is Taint!
When will Small Caps Outperform? Follow the Money!
What does the current “Confidence GAP” imply about the Stock Market?
Maybe this is why the Fed hasn't shut down the economy?