Excess Returns  cover image

The Case for a Broadening Bull Market | Jim Paulsen

Excess Returns

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Corporate Dividend Stagnation Amid Bull Market

This chapter explores the surprising stagnation of corporate dividends despite a flourishing bull market and rising S&P 500 figures. The discussion analyzes factors leading to this phenomenon, including cautious cash management by companies and a concentration of profitability among a few top firms. It further examines the implications for investors and potential growth opportunities as the market evolves.

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