Market videos

In Yahoo Finance’s October 24 interview, Jim Paulsen warns that complacency and prolonged technology leadership leave tech and communications shares vulnerable to a bear market, while the S&P 500 could hold up better. Although he initially says he would sell all tech stocks, he later recommends retaining exposure at an underweight position and favoring defensive sectors plus selected cyclicals. He argues that falling oil prices and bond yields may accompany economic weakness, and cautions against assuming a strong post-midterm rally. Timing and outcomes remain uncertain.