James Paulsen Quotes (6 Quotes)

Without a 'depression panic,' short-term rates probably would have bottomed fairly close to where they are today. Essentially, the Fed has just now returned interest rates back to recession lows and can now 'begin' to tighten.

Business has tons and tons of capability to spend. The longer the recovery keeps going and stock prices go up, the more and more confident business is going to become, and the more it will spend on its operations.

This economic recovery, both in the United States and globally, is staying stronger and more durable than what people thought. That means that profits are going to keep coming in better for longer, and that's pushing stock prices up.

The Dogs often do well because adversity brings internal change to a company in management, approaches or efficiency. However, the investor is also exposed to high company-specific risk with such a small number of stocks, and we know from history that some stocks doing badly will continue to do badly.

With corporations sitting on excessively strong balance sheets, they've got the growth to set off a major spending cycle,

We've got total labor compensation growing at 6 percent. . . . We've got record-setting highs in terms of household net worth, and it's still a record high if you exclude housing.