Sitemap - 2025 - Paulsen Perspectives
2026 Economic & Financial Market Outlook
Is the Tardy Fed Forecastable?
The Least “Policy Supported” Bull Market Ever?
Stock Market Signaling Economic Weakness
Monthly Excess Return Video Interview
From Innovation to Policy Push
Video Interview with the Wealth Consulting Group
Missing the Forest for the Trees?
Another MAIN STREET METER Update
Today’s Stock Market is No Dotcom Redux
Will the Federal Reserve Kill Profits?
Monthly Excess Return Video Interview
Stock Market Seasonal Success?
Is the Contemporary Technology Run “Outsized” or just “Rightsized”?
Economic News is Turning Bleak … Which is often GOOD for Stocks
Video Interview with Maggie Lake
Third Monthly Installment of the Jim Paulsen Show
U.S. Real Economic Growth Cooling Inflationary Pressures
Why is a Fed Ease So Important?
Plenty of U.S. Profit Potential
‘Oddly’ Expanding the Capacity of the Economic Expansion?
It’s Time to Discard the 2% Inflation Obsession
A Quick Follow Up to today's Post on Gold
A Ray of Hope for Battered Health Care Stocks?
Second Monthly Installment of the Jim Paulsen Show
Can We Have a Recession When …
Inflation Worries Seem Overblown
Participation is Too Low to Be a Top
Monetary Policy is Starting to Help the Stock Market
Houston, we have a Problem … Time to Open the Policy Spigot!
A Recent Video Interview with Excess Return Podcast
U.S. Corporate Profits Still Have Considerable Capacity
Lots of Relatively Cheap Stocks!
Thoughts on the “Standing Pat” Fed
Recent Audio Interview I did with the AlpineMacro Group
A Video Update on Insights Surrounding the Pending Risk-Return Frontier Shift
Is the U.S. Risk-Return Frontier about to Shift to the Northeast?
Mid-Year Update on Current Thinking
Government Debt & Bond Yield Anxieties?
A Pictorial of Fed Easing Pressures
Has the Debasement of Monetary Policy Led to Massive & Chronic Federal Deficits?
What’s Next – “Full Bull Support”?
Small Cap Stocks have a Federal Reserve Problem
Checking on the Main Street Meter?
Dollar Driving Economic Growth Lower and the Fed Needs to Ease
Economic Momentum & the Stock Market
The Financial Markets Suggest Inflation is a No Show
Policy Conditions are Too TIGHT, but the U.S. has a Recession-Resistant Economy
Market Analysis With Jim Paulsen
What Portfolio Tilts Will Outpace when the Crisis Finally Ends?
A Video Interview with Excess Return Podcast
Thoughts on the Stock Market Storm
A CNBC Video from Friday after the Close
Are Earnings Disappointments Next?
Why has Confidence Remained so Abnormally Depressed Throughout this Bull Market?
America First – Trump Tariffs or Just a Lower Dollar?
Monitoring Correction Duration
Dollar RULES … for Stock Market Leadership?
Monetary & Fiscal Support for Stocks has Diminished
Will the U.S. Dollar Prove a Stock Market Spoiler … AGAIN?
A Scarcity of U.S. Recessions?
Some Cautious Market Messages for Stock Investors
Deceptive Economic Policy Tightening
Bond Vigilantism – Fact or Fiction?
Is Stock Market Liquidity Getting Too Low?
Is the Stock Market’s Bifurcated Performance Justified?
The UGLY, the BAD, & the GOOD ... A Bull Market Checkup!