24 Quotes by Jim Paulsen

Thus far, the Fed seemingly has no bite. Normally, when the Fed has raised short-term rates, long-term yields have also risen. Not this time.

Yields seem to have found a high. Taking bond yields up every day has been a tough one for the stock market, and the fact it would pause is good news at least in short run for stocks.

We might see a little pause for assessment on stocks next week ahead of the jobs report. From now on, stocks will rise only if investors continue to believe, just like the Fed, that the economy is solid and may absorb higher rates.

Earnings have been growing faster than stock prices. We've continued to have a cheaper and cheaper market.

Even at the open, we knew it was just going to be Libby, and if nothing else, at least the uncertainty is gone.

There's a fairly consistent theme running through all of the markets, which is tied to the idea that the Fed is nearing the end of the tightening cycle. It was the combo that the Fed's done and the import price number was down.

Of the small handful of companies that have reported, the disappointments that came out were due largely because costs were higher, and here we've got oil, the No. 1 catalyst that caused that, jumping higher again.

Consumers are stepping aside, and manufacturing and other business sectors are stepping in. The U.S. business sector is looking very healthy.

Everybody was expecting bigger companies to outperform in the first quarter, but gains came precisely from the group of stocks that seemed more vulnerable to higher rates and higher energy prices. This tells me that they may very well beat the rest of the markets again in coming months.