Are private sector balance sheets, income & profits, liquidity, and pessimism simply too strong to have a recession? By Jim Paulsen Recession risk is weighed in several ways. Are the resources available to the economy – land, labor, and capital — becoming scarce? Are pent-up demands nearing saturation? How many years old is the recovery? Are its primary players –…
Equities are facing one of the best backdrops for sustained gains next year. After a prolonged period of elevated...
Cross-Asset Strategy: The October US CPI release delivered the largest downward inflation surprise since the start of the pandemic,...
A rumor has recently surfaced regarding the possibility, not the probability, but the possibility of Macy’s (M) selling itself....
This past week was yet another turbulent week for the major averages, but they managed there best week in...
Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down. ~Warren Buffett...
by Jim Paulsen, The Tush Push has become a popular play among both NFL and college football teams. ...
The non-seasonally adjusted headline CPI eased for an eighth consecutive month to 6.0% in February (Chart 1). The seasonally...
Our discussions with clients are narrowing to two primary topics: Earnings and Inflation. On the former, we hear many...
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