Wells Capital’s James Paulsen says that, with valuations low compared to historical standards, stocks could provide investors with double-digit annual returns over the next decade — if the Federal Reserve gets out of the way. “In the post-war era, when the inflation rate has been as low as it is today, the U.S. stock market […]
Read morePaulsen: This Isn’t a Sugar High
Wells Capital’s Jim Paulsen thinks stocks are on their way to record highs, and says the economy is stronger than the Federal Reserve is giving it credit for. Paulson tells Bloomberg that he sees growth in the U.S. continuing to outpace expectations — he expects GDP to grow at about 2.5% to 3% this year. He also thinks […]
Read morePaulsen: Strengthening Economy Driving Market
Wells Capital Management’s Jim Paulsen says the recent rally in stocks isn’t a sugar high resulting from the Federal Reserve’s actions. “This [rally] is a fundamentally driven advance in the stock market by growth in the economy,” Paulsen tells CNBC, pointing to economic stabilization in Europe and China, and improvement in the U.S. He also […]
Read moreCould Wage Inflation Rebound Soon?
Wells Capital Management’s Jim Paulsen says that declining wage inflation — which has allowed the Federal Reserve to continue its “crisis-like” loose monetary policy — may be coming to an end sooner than many think. Paulsen says that for the past 30 years or so, wage inflation has continued to decline for two-and-a-half to four […]
Read morePaulsen Sees Signs of Solid Growth
Wells Capital Management’s Jim Paulsen sees a number of positive signs for the U.S. economy. Paulsen tells Bloomberg TV that third-quarter growth may have been around 3%, and that a number of factors — housing, job creation, and lending activity among them — are providing the economy with a boost. He sees growth coming in […]
Read morePaulsen: Rally Has Legs
Wells Capital’s Jim Paulsen thinks the stock market’s recent climb has more to do with improving fundamentals than Federal Reserve policies — which means the rally could have some powerful legs. “I think it’s going to be a multiyear recovery,” Paulsen told MarketWatch’s Howard Gold. “I think the great bulk of this move has been […]
Read morePaulsen: Say ‘No’ To QE3
Wells Capital Management’s Jim Paulsen says the Federal Reserve shouldn’t undertake another round of quantitative easing, and instead should focus on restoring confidence. ”I think the Fed, by continuing to respond every time the stock market dips as though they’re panicked that we’re going to fall into a depression, is helping to keep confidence low,” Paulsen […]
Read morePaulsen Likes Industrials, Emerging Markets
Wells Capital’s James Paulsen says he’s finding a lot of good values in emerging market stocks and in US stocks that are more economically sensitive. Paulsen tells BloombergRadio’s “Bloomberg Surveillance” that he doesn’t think the economic expansion is over, and that fears of a hard landing for China and a recession for the US have […]
Read moreEurope Won’t Derail U.S. Market, Paulsen Says
Wells Capital Management’s James Paulsen says Europe’s woes will create volatility for the U.S. market, but won’t derail it. Paulsen tells Bloomberg that the sensitivity of financial markets to the Europe debt news is “decaying”. He says he thinks the U.S. market will be driven more by what’s happening in the emerging market world and […]
Read moreEuropean Woes: Buying Opportunity or Cause for Concern?
James Paulsen of Wells Capital says he thinks the latest European debt fears will, once again, prove to be a buying opportunity for investors. Paulsen also tells Bloomberg that declining mortgage rates and gas prices are providing a stimulus to the economy, which is doing better than expected. Lincoln Ellis of Strategic Financial Group offers a […]
Read more
April 12, 2013 






