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Feb 04 2021
Paulsen

Earnings Emphasis!

  • Feb 4, 2021

Crises are dominated by macro events. When the world is collapsing and policy officials are flooding the system with juice, earnings and company specifics get lost in the shuffle! Instead, investors tend to focus more on broad asset classes. Too much in the stock market? More bonds? Cash? Gold? When markets are surging higher or free-falling, who really cares if ABC Corporation beats estimates by a penny?

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About The Author

James Paulsen / Chief Investment Strategist

James Paulsen Chief Investment Strategist

Jim is Chief Investment Strategist of The Leuthold Group, LLC. He is a member of the investment committee, authors market and economic commentary, and works with the Leuthold investment team.

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