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Economist Jim Paulsen: Tech Sector Stands Out as Most of US Economy Faces Recession

Wall Street veteran Jim Paulsen said tech is the only bright spot in the economy, comparing the bifurcation to the Mag 7 vs. the rest of the S&P 500.

Read the full article
wslh4mo ago4 min readenInsight

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Economic Data Shows Weakness Outside AI and Semiconductor Sectors

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a16z.news·20d ago

Economic cycles compared: Tech remains the winner while other sectors invert between post-GFC and post-pandemic eras

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a16z.news·20d ago

Economic cycles compared: Tech remains the winner while other sectors invert between post-GFC and post-pandemic eras

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a16z·20d ago

Economic cycles compared: Tech remains the winner while other sectors invert between post-GFC and post-pandemic eras

AI enabled or AI “enabled”?; AI startups running lean; Tech makes grocery more productive, but also less “productive,” at the same time

a16z.news·20d ago

Economic cycles compared: Tech remains the winner while other sectors invert between post-GFC and post-pandemic eras

AI enabled or AI “enabled”?; AI startups running lean; Tech makes grocery more productive, but also less “productive,” at the same time

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Examining Whether AI Investment Hype Signals an Economic Bubble

Is there an AI bubble? Some indicators point to one — and when bubbles burst, there can be massive shocks in housing and job markets that la

cepr.net·26d ago

Examining Whether AI Investment Hype Signals an Economic Bubble

Is there an AI bubble? Some indicators point to one — and when bubbles burst, there can be massive shocks in housing and job markets that la

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US tech stocks plunge on Fed rate hike fears after strong jobs report

Fears of an interest rate increase has unsettled investors

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Big banks and Big Tech are surfing the same wave

Wall Street is no longer the only industry reaching into every corner of the economy

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WSJ survey shows lower recession risks, higher inflation expectations for US economy

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