Investors / stance tracking
What Jim Paulsen is saying
FollowFollowingUnfollowIndependent strategist, Paulsen Perspectives
6 dated public stances tracked since 2026-09-13, most recently 2026-10-15. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Jim Paulsen's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Jim Paulsen is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
Think we got something wrong? Report a misattribution — we correct it or take it down.
6
tracked stances
4
themes
0
side flips
2026-10-15
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| Long Dur Treasuries | 1 | 1 bullish | 2026-10-15 | |
| SPX | 1 | 1 bearish | 2026-09-13 | |
| TECHNOLOGY AND TELECOM STOCKS | 1 | 1 bearish | 2026-09-13 | |
| USTS | 1 | 1 bullish | 2026-09-13 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-15
long ENERGY / short Big Tech
pair
Excess Returns (feed) · video
The seven non-tech, non-inflation-assisted S&P 500 sectors (Modest Seven) have barely participated in the bull and are more sensitive to falling yields, positioning them to outperform sharply if a tech correction forces investors out of the crowded…
“the modest seven might save our backsides”
Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
2026-10-15
Long Dur Treasuries
bullish
Excess Returns (feed) · video
Slowing growth and falling inflation will force the Fed to ease, pushing bond yields meaningfully lower and defying the consensus that rates stay higher for longer, with the Walmart Recession Signal and lagged effects of a rising dollar and higher oil already…
“bond yields will actually be lower in the 2020s rather than higher”
Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
2026-09-13
short SPX / long USTS
ratio
Excess Returns · video
Stocks have outperformed bonds by the widest margin in over 100 years while bonds have posted their worst 76-month return ever, making a reallocation toward bonds and away from equities historically well-timed at current spread extremes
“good times to move your allocation more towards bonds and away from stocks”
Jim Paulsen Sees a Tech Bear Market Coming | The 27 Charts Behind His Warning for Stocks
2026-09-13
TECHNOLOGY AND TELECOM STOCKS
bearish
Excess Returns · video
AI capex has shifted from cash-funded to debt-funded, CCC credit spreads are widening, the profit-per-job cycle is rolling over as the yield curve re-inverts, and earnings growth faces extreme deceleration from an unsustainably high base
“I think there's a bare market in tech coming. 20% plus decline in tech and telekcom”
Jim Paulsen Sees a Tech Bear Market Coming | The 27 Charts Behind His Warning for Stocks
Headline earnings strength masks flat performance in seven of ten sectors, economic momentum is deteriorating, the wall of worry is shrinking removing a key bull support, and technical support was broken below the prior AI-rally high
“maybe you get a 10 to 15% overall correction”
Jim Paulsen Sees a Tech Bear Market Coming | The 27 Charts Behind His Warning for Stocks
Said again: 2026-10-15 (Excess Returns (feed))
The US economic surprise index has historically led 10-year yields lower with a consistent lag and is now falling sharply, while stalled job creation, weak real disposable income, and fading economic momentum point to a 4-handle on the 10-year rather than a…
“I'm more of the view we could see 4% handle on the 10-year again than I am breaking five”
Jim Paulsen Sees a Tech Bear Market Coming | The 27 Charts Behind His Warning for Stocks
Idea Scout Weekly
Every Sunday: who said what across the tape we track — 1766 voices, 5,177 episodes and articles — with side-flips and points of disagreement called out. Free. How we track it.
Free · double opt-in · unsubscribe in one click