# capital spending (blogs) — RSS Amplifier

Recent posts from the 1 feeds in the RSS Amplifier directory that cover capital spending.

Page: <https://rssamplifier.com/topics/capital-spending/blogs>  
Feed: <https://rssamplifier.com/topics/capital-spending/blogs.md>

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## [Online Video Interview with YahooFinance](https://paulsenperspectives.substack.com/p/online-video-interview-with-yahoofinance)

_2026-08-21 · Jim Paulsen · Paulsen Perspectives_

Paulsen Perspectives is a reader-supported publication.

## [A Few Things which Caught My Attention](https://paulsenperspectives.substack.com/p/a-few-things-which-caught-my-attention)

_2026-08-19 · Jim Paulsen · Paulsen Perspectives_

A few concepts and questions investors should ponder!

## [August Excess Return Video Interview](https://paulsenperspectives.substack.com/p/august-excess-return-video-interview)

_2026-08-13 · Jim Paulsen · Paulsen Perspectives_

Monthly Conversation with the gang from Excess Return Podcast

## [Earnings – “To Infinity and Beyond!”](https://paulsenperspectives.substack.com/p/earnings-to-infinity-and-beyond)

_2026-08-13 · Jim Paulsen · Paulsen Perspectives_

Will the forces pushing EPS higher continue to strengthen or are pressures emerging which could dampen trends and disappoint expectations?

## [A Sentiment Shift?](https://paulsenperspectives.substack.com/p/a-sentiment-shift)

_2026-08-10 · Jim Paulsen · Paulsen Perspectives_

Economic momentum is slowing. Expect inflation worries to be replaced by recession concerns and for stock prices & bond yields to both decline.

## [Productivity Booms are Rare](https://paulsenperspectives.substack.com/p/productivity-booms-are-rare)

_2026-08-06 · Jim Paulsen · Paulsen Perspectives_

Periods of “Real Productivity Booms” --sustainable simultaneous above average gains in real GDP, employment and productivity --are rare during the post war era occurring only in the 1960s and 1990s.

## [Observations](https://paulsenperspectives.substack.com/p/observations)

_2026-08-03 · Jim Paulsen · Paulsen Perspectives_

A New Era Bear without an S&P correction, low New vs. Old Era correlation, nobody worries about a recession anymore, Hawkish Fedspreak, Gold prices to fall more, R1000 Growth underperforming & more.

## [Excess Return Month-End Video](https://paulsenperspectives.substack.com/p/excess-return-month-end-video)

_2026-08-02 · Jim Paulsen · Paulsen Perspectives_

A 10-minute interview with Excess Returns on the stock market.

## [Capital Spending & the Stock Market?](https://paulsenperspectives.substack.com/p/capital-spending-and-the-stock-market)

_2026-07-30 · Jim Paulsen · Paulsen Perspectives_

During 2026, oil prices have surged, the U.S. dollar has increased, and bond yields have risen – all with a lag, representing negative forces for capital spending.

## [Policy Pain!](https://paulsenperspectives.substack.com/p/policy-pain)

_2026-07-27 · Jim Paulsen · Paulsen Perspectives_

Historically, the performance of both the economy and the financial markets have — "with a lag" — been significantly impacted by rising oil prices and by restrictive economic policies.

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## [Back to the Future for Bonds?](https://paulsenperspectives.substack.com/p/back-to-the-future-for-bonds)

_2026-07-23 · Jim Paulsen · Paulsen Perspectives_

Real GDP growth, inflation, and bond yields surged higher during 2021-22. Real growth & inflation have essentially returned to pre-pandemic levels, but bond yields haven't!