If you’ve been reading and listening to my stuff this year, the following from Jim Paulsen (Wells Capital’s Chief Market Strategist) should sound familiar.
Not so much his trading advice, or prediction for the U.S. market next year, but his disappointment with the quick bounce back from this year’s correction, his comments regarding pricing pressures (inflation), his assessment of where Non-US equities have been as well as their potential going forward, and his opinion with regard to the dollar next year (which is very much out of line with the current consensus):