A recent Bloomberg article describes the start of April as “ugly” for the stock market, citing comments by Jim Paulsen of Leuthold Weeden Capital Management that other asset classes have also showed signs of tension so far this year. Paulsen created the “Markets Message Indicator” to track such tensions, and the article reports that the indicator is now “rolling over after peaking in January at one of its highest levels in the past 40 years,… Read More
A recent article in Money shares the views of a panel of market experts (including Rob Arnott, Jim Paulsen and Liz Ann Sonders, among others) regarding the state of the bull market and the risks and opportunities they see going forward. Here are some highlights: Can the bull market persist? While Sonders remains bullish, she says, “I think we have to start to be mindful of some of the risks.” Paulsen adds that he doesn’t… Read More
The current bull market’s backdrop of low volatility, high valuations, and tightening monetary policy are worrisome factors for some in the investment community, according to a recent article in The New York Times. Jim Paulsen, a market strategist for the Leuthold Group, describes the above factors as “scary,” adding that most questions he hears from clients and audiences at speaking engagements relate to what he believes will finally trigger a major correction. “No one ever… Read More
Where the market is headed, says Wells Capital Management’s chief strategist, is more like a “bunny” market than a bear or bull. In last week’s Barron’s, Jim Paulsen explains that a bunny market, “doesn’t typically suffer a bear market collapse nor does it rise as fast as a bull market. We expect the bunny to dominate the balance of this recovery cycle.” He shares specific insights about the economy: Economic growth: Paulsen sees a global… Read More
Jim Paulsen, chief investment strategist at Wells Capital Management, told CNBC last week that the current situation “lends itself to a market that’s vulnerable to kind of bouncing around a lot but not really going too far.” He thinks that ultimately, what the Fed does “is going to be determined by the economy” and he sees “three major outcomes possible: One is that the global and the U.S. economy just simply roll over here; that’s… Read More
Wells Capital’s James Paulsen says a commodities rebound will depend on what the dollar does, and he thinks the dollar has been in “peaking mode” since March.
While investors have been fixated on the Greek debt crisis, James Paulsen of Wells Capital Management says there’s another big factor that markets must deal with.
Small stocks struggled mightily compared to larger stocks in 2014, but Wells Capital’s Jim Paulsen said that signs are pointing toward a small-cap bounce-back.
While many are touting the advantages the US has on the rest of the world right now, Wells Capital’s Jim Paulsen says that he’ll be underweighting US equities in the New Year.
While many people are wondering whether the bull market is running out of steam, Jim Paulsen and some other top strategists think it has a ways to go.