The Few, The Humility, The Foresight of Bulls
In one of Jim Paulsen’s last reports before retiring, penned November 2022, Paulsen urged clients to increase equity market exposure/s. He understood the nuances surrounding the concept of “market liquidity”, which is often muddled and conflated with competing narratives. Let’s look back at Paulsen’s commentary and reporting from November 2022 in the below: “So when…

