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A few subtle financial market themes
Jan 15
•
Jim Paulsen
7
1
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Is the Recent Productivity Miracle a (Sluggish Growth) Mirage?
Should investors check their enthusiasm about U.S. productivity?
Jan 12
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Jim Paulsen
9
4
1
2026 is all about the Policy Push
It’s odd to be witnessing increasing evidence of a “new bull market economic policy easing cycle” as we currently enter year 4 of the contemporary bull…
Jan 8
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Jim Paulsen
4
2
Monthly Excess Return Video Interview
Monthly Conversation with the gang from Excess Return Podcast
Jan 7
•
Jim Paulsen
14
1
4
New Years Nuggets
Some Nuggets ... Hopefully Golden!
Jan 5
•
Jim Paulsen
9
1
A Few Cautionary Tech Tales
Maybe being “old era” will finally prove a winner in 2026?
Dec 31, 2025
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Jim Paulsen
19
1
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2026 Economic & Financial Market Outlook
What will real growth, inflation, yields, and the stock market do in 2026? And it's not the K-shaped economy, it's the NO-shaped economy!
Dec 29, 2025
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Jim Paulsen
66
7
4
53:12
Is the Tardy Fed Forecastable?
Since the 2020 pandemic, the Federal Reserve’s funds rate policy has been consistently trailing real commodity price movements by two years.
Dec 24, 2025
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Jim Paulsen
12
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Paulsen Perspectives
A 40-year retired Wall Street Economist and Chief Investment Strategist offers periodic perspectives on the economy and the financial markets. Please sign up for a free 1-month trial subscription.
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