Jim Paulsen

Author Archive

  • Jun 27, 2024
    Since at least the 1960s, when technology investors have won, so have U.S. laborers!
  • Jun 25, 2024
    How does a Bear take the stock market significantly lower when most of its members never really rose much since the last Bear market?
  • Jun 21, 2024
    A methodology to recognize whether economic news is considered good or bad and assessing what it means for future stock returns.
  • Jun 11, 2024
    The good news is when the Fed eventually does take a breath, stops obsessing about inflation and eases interest rates, this Bull should enjoy a further “delayed” run driven by...
  • Jun 6, 2024
    Several economic & financial market metrics suggest bond yields are too high
  • Jun 4, 2024
    A soft-landing may allow the Bull to use all Three Horns -- rising confidence, improved monetary growth and lower bond yields.
  • May 29, 2024
    The investment community is suffering from acute Monetary Uncertainty. And that's Good News for investors!
  • May 23, 2024
    The Shiller PE says the stock market is overvalued, but the Shiller PE adjusted for profit productivity suggests it is still cheap!
  • Apr 29, 2024
    American satisfaction with the direction of the U.S. has chronically been depressed since 2008 and the stock market has used this persistent wall of worry to spread Joy on Wall...
  • Apr 26, 2024
    When the price of gold and the relative price of technology stocks move closely together, as they have since 2018, this has historically indicated a higher overall stock market.