The bad news? Several indicators are pointing to September being a rough month for stock returns. The good news? There is reason for optimism when it comes to October. Both these forecasts come from James Paulsen, chief investment strategist at the Leuthold Group, who is advising against moving to defensive sectors just yet and is instead recommending “new-era” growth stocks that should continue to lead the market as long as the bull market lasts. For one specific way to play this theme, CLICK HERE.