Wells Capital’s Jim Paulsen thinks the European debt crisis will fade into a “chronic problem” rather than a crisis in 2012, which will help the economy and stocks perform better than expected. And that has him wary of “safe” stocks like consumer staples, utilities and dividend-paying large caps. “Not that they’re going to get killed, [...]
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Tag Archives: James Paulsen
Paulsen Sees Job Gains Having Domino Effect
January 9, 2012
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Wells Capital Management’s Jim Paulsen says he sees continued gains in job creation spurring a rebound in confidence that should lift many parts of the economy. Paulsen tells Bloomberg that for the first time in this recovery, we’re seeing job creation at a pace that should steadily decrease the unemployment rate. And that, he says, [...]
Read morePaulsen: Invest While Afraid
December 20, 2011
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Wells Capital’s Jim Paulsen says that investors can feel free to worry about Europe’s debt crisis, but that it shouldn’t stop them from owning stocks. Paulsen tells Yahoo! Finance’s Breakout that the European fears are overshadowing a “pretty convincing reacceleration story in the U.S. economy.” He thinks that if Europe’s economy flat-lines, it would be [...]
Read morePaulsen On Our “Crisis-Phobic Culture”
October 19, 2011
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Wells Capital Management’s James Paulsen says he thinks we are in the midst of a “crisis-phobic culture”, and that U.S. investors are putting too much emphasis on what happens in Europe. Paulsen tells CNBC that he thinks the U.S. economy grew at a pace of about 3% in the third quarter, and that the key [...]
Read morePaulsen: Time to Move toward Cyclicals
September 27, 2011
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Wells Capital Management Chief Investment Strategist James Paulsen says he thinks it’s time to lighten up on safety-oriented stocks like utilities and consumer staples, and put cash into more cyclical-type stocks, like industrials and emerging market plays. Paulsen tells Bloomberg that if October data continues to show that the U.S. economy isn’t entering a new [...]
Read morePaulsen: Buy What Others Are Avoiding
August 31, 2011
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Wells Capital Management Chief Investment Strategist James Paulsen says U.S. consumers and the U.S. economy are being more resilient than many think. Paulsen also tells Bloomberg that he’s high on industrial stocks, technology stocks, and emerging market stocks, which he thinks have been beaten down too far by investors.
Read morePaulsen: Time to Take on Some More Risk
August 24, 2011
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Wells Capital Management Chief Investment Strategist James Paulsen says that he thinks we’re “getting close to the end of this mini-panic” that has rattled the markets, and that investors should shift some funds toward riskier assets. In recent weeks, investors have piled into “safe haven” assets, whether it be lower-risk bonds or gold or “steady [...]
Read morePaulsen: Consumers Starting to Show “Animal Spirits”
July 6, 2011
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Wells Capital Management’s Jim Paulsen says consumers aren’t as strapped as some would have you believe, and may in fact be starting to show some “animal spirits” again. Paulsen tells Bloomberg that credit card delinquency rates have fallen significantly, debt service burdens for households are below historical averages, savings rates are near 20-year highs, and [...]
Read morePaulsen Sees Strong Growth in Second Half; Likes EM Stocks
June 9, 2011
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Jim Paulsen, chief investment strategist at Wells Capital Management, is expecting 4% economic growth in the second half of the year, and says he’s keying on cyclical stocks that have been hit recently on worries about the economy. Paulsen also tells Yahoo! Finance’s Breakout that his favorite area is emerging market stocks. He thinks emerging [...]
Read moreWhat The Risk-On, Risk-Off Trade Means for Investors
April 4, 2011
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Correlations among asset classes, which soared during and after the financial crisis, have jumped again recently. It’s part of the “risk-on, risk-off” trade many have cited — when investors have been feeling better about the global economy, they have embraced risk just about anywhere they can find it; when fears rise, they shun risk, regardless [...]
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