A commentary on national and global economic trends written by our chief investment strategist, James Paulsen, Ph.D.
May 20, 2013 Economic and Market Perspective
Confidence Runs Through the Stock Market
April 30, 2013 Economic and Market Perspective
Buy in May and be OK?
April 8, 2013 Economic and Market Perspective
A Value-Driven, Buy-and-Hold Stock Market?
March 22, 2013 Economic and Market Perspective
Stock Market Needs HIGHER Bond Yields
March 4, 2013 Economic and Market Perspective
This is No Sugar High!
February 20, 2013 Economic and Market Perspective
Don't Fear, but Embrace a Low VIX Volatility Index
February 6, 2013 Economic and Market Perspective
'Facing' the Portfolio Allocation Decision?
January 30, 2013 Economic and Market Perspective
Why is the Fed still in crisis mode...when the economy is no longer in crisis?
January 23, 2013 Economic and Market Perspective
Defensive Stock Price Betas Rise
December 27, 2012 Economic and Market Perspective
2013 Investment Outlook
December 12, 2012 Economic and Market Perspective
Will the Fed Lose its Best Friend?
November 27, 2012 Economic and Market Perspective
Gearing for Growth
November 12, 2012 Economic and Market Perspective
Fiscal Woes Improving in the Gridlock Era
October 30, 2012 Economic and Market Perspective
2013...A Return to Investment Normalcy?
September 26, 2012 Economic and Market Perspective
Bond Yields Keep Falling but Warning Signs Mount???!
August 28, 2012 Economic and Market Perspective
There is Hope for China
August 20, 2012 Economic and Market Perspective
BEST EVER Post-War Stock Market Rally!
July 24, 2012 Economic and Market Perspective
Baffled???
July 10, 2012 Economic and Market Perspective
Could "Confidence" Add 50 Percent to the Stock Market?
June 28, 2012 Economic and Market Perspective
Summer Doldrums!?!
June 1, 2012 Economic and Market Perspective
A Broadening Sustainable U.S. Economic Recovery
May 11, 2012 Economic and Market Perspective Update
How Many Times Will Investors Listento the Euro-Wolf Cry the Sky is Falling?
April 30, 2012 Economic and Market Perspective Update
Is it Déjà Vu all Over Again?
March 29, 2012 Economic and Market Perspective Update
Does GOLD Still Glitter?
March 16, 2012 Economic and Market Perspective Update
The Post-War Stock Market Cycle!??!
February 2012 Economic and Market Perspective
Welcome to the "Gear Year"—2012!
January 23, 2012 Economic and Market Perspective Update
Main Street Misery Sets Wall Street’s Valuation
January 17, 2012 Economic and Market Perspective Update
For Domestic Investors, is the Euro Crisis Really About Europe?
January 3, 2012 Economic and Market Perspective Update
Investor Alert - Beware of Rising Confidence!
2011
December 22, 2011 Economic and Market Perspective Update
Jobless (Pro) Claims a Bull!
December 21, 2011 Economic and Market Perspective Update
The Gear Year
November 14, 2011 Economic and Market Perspective Update
Has “Investor Risk” Really Increased?
November 4, 2011 Economic and Market Perspective Update
“Frustratingly Slow” but Remarkably “Normal” Jobs Recovery
November 3, 2011 Economic and Market Perspective Update
Are Policy Officials Signaling Outperformance By Emerging Market Stocks?
October 28, 2011 Economic and Market Perspective Update
The Next Investment Catalyst?Accelerating Economic Growth??
October 17, 2011 Economic and Market Perspective Update
Consumer Cyclical Stocks Suggest Too Much Economic Pessimism!??
October 4, 2011 Economic and Market Perspective
A U.S. Recession?
August 29, 2011 Economic and Market Perspective Update
A Crisis Phobic Investment Culture?!?
August 4, 2011 Economic and Market Perspective Update
Reflections on a Soft Patch
July 15, 2011 Economic and Market Perspective Update
A Second Half Surge?
July 1, 2011 Economic and Market Perspective Update
I Keep Hearing...
June 21, 2011 Economic and Market Perspective Update
A Broken or Normal Recovery?
June 7, 2011 Economic and Market Perspective Update
A Soft Patch RENOVATION
May 31, 2011 Economic and Market Perspective Update
Is Elevated Stock Market Risk Premium a Secular or Cyclical Change?
May 4 , 2011 Economic and Market Perspective Update
It’s Not Too Much Debt, It’s Too Little Labor Force …And… It’s Not a New-Normal, It’s an OLD-Normal
April 18, 2011 Economic and Market Perspective Update
Don’t “Over-Worry” the Deficit
April 7, 2011 Economic and Market Perspective Update
What Inning Is It?
March 30, 2011 Economic and Market Perspective Update
Smalls Keep Standing TALL!!
March 29, 2011 Economic and Market Perspective Update
A Manufacturing Renaissance?
March 15, 2011 Economic and Market Perspective Update
Six Hundred Points Higher and Still Much the Same!?!?
March 2011 Economic and Market Perspective
Economic Backdrop?
January 2011 Economic and Market Perspective
A “Sustained” Economic Recovery!!
If you would like to subscribe to an electronic copy of the Economic and Market Perspective newsletter, please sign up on the Contact Us page.