Sitemap - 2026 - Paulsen Perspectives

Do Job Numbers Give the “All Clear” for U.S. Economic Growth?

June Excess Return Video Interview

AI Meets AE

This & Dat

Stock-Bond Relationship Woes

Buy on the Cannons, Sell on the Trumpets

Bifurcated Stock Market Replicating Bifurcated Economy

New Era/Old Era Stock Market Bifurcation Becoming Extreme

New Era/Old Era Stock Market Correlation

A Shift in the Cultural Mindset?

Technology Stock Challenges

April Excess Return Video Interview

U.S. Economy is ‘BustBooming’

Inflation Obsession?

Leadership?

How Much Capacity Does This Bull Market Have Left?

Fortunately … but Unfortunately … but Fortunately …

A Disturbing Trend -- A Profitable but Jobless Economic Expansion

Inflation & Real Economic Growth Update

April Excess Return Video Interview

Real Corporate Investment Is Key

A Bear or a Refreshed Bull?

Walmart Worries?

The Question for Investors is ‘Leadership’

Inflation Déjà vu

A Productivity Story

What’s Up – or Not Up -- with Bond Yields?

Addendum to U.S. Recession Frequency

With far Fewer Recessions, Why Not Invest More in Stocks?

Some Comments on Stock Market Unrest

March Excess Return Video Interview

Technology is the tail wagging the dog and the rest is a recession by any other name

A Leadership Toggle?

Interview with Barrons

Just Stuff!

‘Normal’ Bond Yields?

Poor/Rich Sentiment Says Buy Stocks

Investing with Confidence

A Profit Problem?

Passing the Baton

Monthly Excess Return Video Interview

Bond Prices Go Still

A U.S. Economic Growth Glitch?

A Jobs Market This Feeble is Typically Good for the Stock Market

Jobs RULE!

As Recession Fears Recede, Stock Market Participation to Broaden

Careful What You Wish For

Market Messages

Is the Recent Productivity Miracle a (Sluggish Growth) Mirage?

2026 is all about the Policy Push

Monthly Excess Return Video Interview

New Years Nuggets