Jim Paulsen Market Quotations

When I look around the globe outside the United States I see nothing but a huge bull market going on wherever you look. We're sitting here in the United States and looking at flattish markets and thinking things are not so good.

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.

You certainly see a market throughout which is reflecting rate worries.