Excess Returns · Monday, September 14, 2026
Jim Paulsen discusses the risk of a bear market specifically within the technology sector. He notes that while tech earnings have been strong, the market's overall performance might be masking underlying vulnerabilities in this sector, suggesting a potential for a downturn.
“In the latest episode of the Jim Paulson show, Jim uses 27 charts to explain why he sees some near-term risk for both the economy and the market, especially in the technology sector.”
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