Jim Paulsen

It still feels like we're pretty close to having something done, even if it's meaningless, it will be meaningful.

The underlying reality is that the fundamentals of the U.S. economy remain remarkably okay and earnings continue to outpace people's worst fears.

Earnings haven't rolled over, and neither has the economy. by Jim Paulsen

Earnings haven't rolled over, and neither has the economy.

There's not as much downside as people portray, every policy official in the world is trying to push up the markets and the economy, everywhere you look.

There's some catch-up room in those stocks relative to what credi... by Jim Paulsen

There's some catch-up room in those stocks relative to what credit spreads are already saying.

I think there will still be other times when we revisit' Brexit' fears to some extent, but I don’t think it’s going to turn out to be near as big as people thought in terms of financial or economic fallout, and I ’d get more prepared for breaking the new record highs.

The stock market rallied because we got evidence that we’re not recessing and we were pricing in a recession, but ultimately.

If you were pricing this thing for a recession, you've got to tak... by Jim Paulsen

If you were pricing this thing for a recession, you've got to take it back out.

I think what’s happening is that people are starting to put tight... by Jim Paulsen

I think what’s happening is that people are starting to put tightening back on the table.

The fear is we're headed for global recession. by Jim Paulsen

The fear is we're headed for global recession.

As (oil) has weakened and stayed weak, it has become less about oil and more about an indication of generalized global weakness or not.

The selloff that we had coming into the Christmas week here is probably more than anything responsible for the bounce back.

It seems clear to me that top-line sales results will be a little disappointing again, if you look at what's going on in global economies, it doesn't paint a real good picture of what top-line growth will be like. The question is: 'How much of that is already factored in?'.

A lot of people think the market will come back. If we see fundamentals that challenge that story, that could be a very significant part of this earnings season.

The (U.S. stock) market is going to have trouble with interest rates the rest of the year, oil might be pressuring things a little bit.

It's mostly posturing ahead of the Fed, i think the (stock) market is going to have trouble with interest rates the rest of the year.

Oil might be pressuring things a little bit, there's a lot in there for the market to be very volatile today.

There just doesn't seem to be big reaction by the U.S. stock market, the market may be more focused on the Fed's boss - the economy - than on the Fed itself.

To think we are going to unwind this without any market turbulenc... by Jim Paulsen

To think we are going to unwind this without any market turbulence is unrealistic to me.

If you bring back growth, we’ll have more of that fall to the bottom line than ever before.