A 40-year retired Wall Street Economist and Chief Investment Strategist offers periodic perspectives on the economy and the financial markets. Please sign up for a free 1-month trial subscription.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 296 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||
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paulsenperspectives.substack.comLatest Issues
Productivity Booms are Rare
Periods of “Real Productivity Booms” --sustainable simultaneous above average gains in real GDP, employment and productivity --are rare during the post war era occurring only in the 1960s and 1990s.
Productivity will play a major role in b...
Observations
A New Era Bear without an S&P correction, low New vs. Old Era correlation, nobody worries about a recession anymore, Hawkish Fedspreak, Gold prices to fall more, R1000 Growth underperforming & more.
Paulsen Perspectives is a reader-support...
Excess Return Month-End Video
I was privileged to take part in Excess Return’s month-end video with three other sharp market thinkers. We each got about 10 minutes to discuss our latest thinking on the stock market. I want to Thank Jack Forehand (@practicalquant) for al...
Capital Spending & the Stock Market?
During 2026, oil prices have surged, the U.S. dollar has increased, and bond yields have risen – all with a lag, representing negative forces for capital spending.
Paulsen Perspectives is a reader-supported publication. To receive new post...
Policy Pain!
Historically, the performance of both the economy and the financial markets have — "with a lag" — been significantly impacted by rising oil prices and by restrictive economic policies.
Paulsen Perspectives is a reader-supported publication...
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PhD economist by training and after 40 years as a Chief Investment Strategist, am now a retired Grampa still following the economy and financial markets. Try a free 1- month trial subscription.
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