Hey, Inflation Might Be Good for Us, Says Paulsen
Price boosts of 3% or so would spur the economy and stocks, the Leuthold strategist argues.
Tag: Leuthold Group
Asset Allocation
No Need for Taper Trepidation for the Stock Market
The situation now is less fraught than during the 2013 tantrum, argues UBS’s Mark Haefele.
Market Moves
Giant Tech Stocks Primed for Another Slide, Says Sage
Last Friday's strong jobs report signals the rise of lesser lights in the market, Leuthold’s Jim Paulsen predicts.
Market Moves
Another Taper Tantrum on the Way? Don’t Worry, Says Market Sage
Investors’ violent 2013 reaction, as the Fed eyed trimming its bond buying, is unlikely to recur these days, Leuthold’s Paulsen argues.
Market Moves
How to Take Advantage of the Coming Market Surge
When the economy drops as much as it has, history shows a powerful stock bull run is forming, says Leuthold’s Paulsen.
Coronavirus - COVID-19
Earnings Will Take Up to 4 Years to Recover, Leuthold Says
That’s the max for EPS retreats in the past, and this recession will be a lulu, the firm’s Ramsey believes.
Coronavirus - COVID-19
Crisis Creates New Class of High-Yielding Stocks
Leuthold’s Opsal identifies 148 of them yielding more than 4%.