Updated
Updated · Yahoo Finance · Jul 31
S&P 500 CAPE Ratio Tops 40 for 3 Months, Echoing 2000 Bubble
Updated
Updated · Yahoo Finance · Jul 31

S&P 500 CAPE Ratio Tops 40 for 3 Months, Echoing 2000 Bubble

2 articles · Updated · Yahoo Finance · Jul 31

Summary

  • Three straight months above 40 have pushed the S&P 500’s CAPE ratio into territory seen only once before in more than a century of data.
  • That lone precedent was the dot-com bubble, when the S&P 500 later fell nearly 50% from March 2000 to October 2002 after valuations outran profits.
  • The CAPE ratio divides the index by 10 years of inflation-adjusted earnings, making it a smoother valuation gauge than a standard P/E and highlighting how persistently expensive stocks have become.
  • Today’s setup still differs from 1999 because market leadership rests with highly profitable giants such as Microsoft, Nvidia, Alphabet and Amazon rather than largely unprofitable internet startups.

Insights

If just a handful of tech giants are propping up the entire market, what happens to your wealth when their momentum finally breaks?
Could the trusted valuation metric that predicted the dot-com collapse be completely wrong about the true power of modern tech monopolies?
With market alarms flashing a warning last seen in 2000, are today's AI profits truly enough to prevent another historic crash?