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Mar 11 2021
Paulsen

Is New-Era “Peaking Out” Or “Breaking Out?”

  • Mar 11, 2021

It might seem like a silly question. After all, recently, New-Era stocks have clearly rolled over and fallen out of favor. Stronger economic growth (fueled by policy stimulus and reopenings) certainly benefits investments that are more sensitive to improved economic-recovery speed. This includes small caps, cyclical sectors, value stocks, and international equities.

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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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