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The pandemic set the US and global economy on its biggest roller-coaster ride of the post-war era. Going from a depressionary bust to a war-time boom in a single year is unprecedented and it has created a unique economic and financial market environment. Will the abuse and overuse of economic policy stimulus cause overwhelming inflation or simply a temporary spike? Is the US headed for another productivity miracle? Can the above-average pace of US real GDP growth persist even after economic policy accommodation is normalized? Could investors enter 2022 with an undervalued stock market, a moderating inflation rate, a near-record low yield structure, above average real GDP growth, and continued strong earnings gains? How young is this bull market?
James Paulsen
The Leuthold Group, LLC,
Chief Investment Strategist
Dr. Jim Paulsen is chief investment strategist of The Leuthold Group, LLC, and a co-portfolio manager. He authors market and economic commentary and contributes to the Leuthold investment team in serving institutional clients, financial advisors, and investment professionals. Dr. Paulsen continues to write his long-running newsletter, Paulsen's Perspective, published and distributed alongside the firm's flagship monthly research product, Perception for the Professional. Dr. Paulsen has been an investment industry professional since 1983, most recently as chief investment strategist at Wells Capital Management, where he worked for 20 years. Before that, Dr. Paulsen was the senior managing director and chief investment strategist for Investors Management Group in Des Moines, Iowa. He also served as president of SCI Capital Management in Cedar Rapids, Iowa. For more than 30 years, Dr. Paulsen has published commentary assessing economic and market trends. He is nationally recognized for his views on the economy and frequently appears on CNBC, Bloomberg TV, and Fox Business News. Business Week has named him a top economic forecaster, and Money Magazine called Dr. Paulsen's newsletter one of "101 Things Every Investor Should Know." He earned Bachelor and Doctoral degrees in economics from Iowa State University.
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