John Paulsen | Search

Accessibility help Skip to navigation Skip to content Skip to footer

Showing results for John Paulsen

Sort by

Viewing results 1‒25 of 99

The Weekend Essay
The real Rino: Trump vs conservatism
...To which Baude and Paulsen reply that orders of magnitude of violence are beside the point and that Section 3 is no anachronism....
September 2, 2023
FirstFT
FirstFT: Easing US inflation triggers relief rally
...What else we’re reading Red and Blue America refuse to budge The most stunning takeaway from the US midterm elections, writes John Burn-Murdoch, is not how much has changed, but how little....
November 11, 2022
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Corporate earnings and results
US companies tipped for strong earnings season despite growing threats
...Jim Paulsen, chief investment strategist at The Leuthold Group, said he expects a “colossal” set of results across the board, driven by “strong top-line sales”....
January 12, 2022
Credit Suisse Group AG
Meet Zoltan, the sellside Jules Verne
...Fishing for a new job, Pozsar sent his paper out to three people: the hedge fund managers Bill Ackman and John Paulsen, and Bill Dudley, who at the time ran the markets desk of the New York Federal Reserve...
June 24, 2022
The Long ViewMichael Mackenzie
Earnings, value and EMs: the market trends for 2021 in charts
...One wrinkle is that estimates by Wall Street for earnings over the next year are usually 7 per cent too high according to John Butters, senior analyst at FactSet....
December 25, 2020
FT SeriesCompanies prospering in the pandemic
Pharma industry seizes on pandemic as a shot at redemption
...At the same time, the sector remains fertile hunting ground for companies promising high-octane growth, with “biting edge innovative research and development”, according to Mr Paulsen....
July 6, 2020
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
FT Swamp Notes
Biden’s bipartisanship at the crossroads Premium content
..., former Treasury Secretary; Joe Wright (Office of Management and Budget director under Ronald Reagan); Antonio Villaraigosa (Los Angeles mayor from 2005-13); Erik Paulsen, the former Republican lawmaker...
February 5, 2021
US employment
US added 1.8m jobs in July as Covid-19 surge slowed rebound
...But Jim Paulsen, chief investment strategist at the Leuthold Group, said he was more optimistic about the economy after this week’s employment data, which served as a “reminder that we can have hotspots...
August 7, 2020
US Treasury bonds
US 10-year Treasury yield nears record low
...“It’s scary — it’s hard to ignore,” said Jim Paulsen, chief investment strategist for the Leuthold Group, noting that the signals from the yield curve contrasted with recent highs in the US equity market...
February 24, 2020
Authers' NoteJohn Authers
An uneasy parallel Premium content
...This chart is from Leuthold's Jim Paulsen: Jim is swift to point out that the scales are different. The extremes of the dotcom bubble were much greater. But the pattern of behaviour is similar....
July 27, 2018
Authers' Note
Authers’ Note: White smoke over MSCI Premium content
...The chart, from Leuthold’s Jim Paulsen, was supposed to show the proportion of the S&P 500’s market cap made up by the prime "defensive" sectors of utilities, telecoms, pharmaceuticals and consumer staples...
June 21, 2018
News in-depthThe Big Read
The bond market shadow over Donald Trump’s re-election
...John Sides, a political scientist at George Washington University, says Mr Trump’s approvals ought to be 10 or 20 points higher based on the robust level of consumer sentiment alone....
March 29, 2019
Authers' Note
Authers’ Note: A Nafta by any other name Premium content
...US stocks: full to capacity Old friend Jim Paulsen of Leuthold has an interesting new measure which he dubs the stock market equivalent of capacity utilisation....
August 28, 2018
News in-depthFT Alphaville
Keyence's sunken treasure
...However, as Morten Paulsen at CLSA noted in a recent report, with a share price of ¥62,100, a "0.3 per cent dividend yield is not high enough to get anybody too excited”....
November 7, 2018
Authers' NoteJohn Authers
Authers’ Note: Defensive play is out of favour Premium content
...The following chart, from Leuthold's Jim Paulsen, shows the proportion of the S&P 500's market cap made up by the prime "defensive" sectors of utilities, telecoms, pharmaceuticals and consumer staples:...
June 19, 2018
FT Live
Crypto and Digital Assets Summit Asia
Transforming mainstream finance
Thursday, 5 DecemberSingapore
US equities
Has the market been de-Fanged?
...john.authers@ft.com...
March 28, 2018
Smart MoneyJohn Authers
Preparing for a world when liquidity stops growing
...john.authers@ft.com...
November 29, 2017
Authers' Note
Authers’ Note: The Beginning and the End Premium content
...This is from Jim Paulsen of the Leuthold Group in Minnesota: Historically, during the post-war era, recession risk associated with a flattening yield curve is less than 20%....
April 17, 2018
Markets
Charts that matter: A peak for market liquidity?
...Jim Paulsen of Leuthold, using a simpler measure of six-month growth rates in M2 and GDP, finds that the two lines have just met....
November 29, 2017
Retail sector
Economic worries slow down stock market bulls
...“People are pinning a lot of hope on the first-quarter earnings season,” notes Jim Paulsen, chief market strategist at The Leuthold Group....
April 10, 2018
Markets
Authers’ Note: Markets like the juice Premium content
...This chart from Jim Paulsen shows that the clearest message from recent history is to prefer non-US assets over the US....
November 29, 2017
Authers' Note
Authers’ Note: Mr Powell finds his voice Premium content
...To quote Jim Paulsen of the Leuthold Group: "We just have no read on Jay Powell. This is the first chance many of us have had to hear him....
February 28, 2018
Authers' Note
Authers’ Note: A Phillips Curve-ball Premium content
...Jim Paulsen of Leuthold, meanwhile, writing in late January just as the correction was about to unfurl, suggested the low trade-off between the two was due to the sluggish rate of overall growth....
March 16, 2018
Authers' Note
Authers’ Note: Three is the Magic Number Premium content
...As Jim Paulsen of Leuthold points out, even if stocks have moved to a permanently higher valuation range, they are now exceeding that range: High valuation tells you nothing about when the stock market...
January 23, 2018
Authers' Note
Authers’ Note: Cape Fear Premium content
...Here is a simple illustration from Jim Paulsen of Leuthold Group....
January 9, 2018

Previous pagePage 1 of 4Next page