Updated
Updated · The Motley Fool · Sep 16
S&P 500 CAPE Hits 40.6, Highest Since 1999 Dot-Com Peak
Updated
Updated · The Motley Fool · Sep 16

S&P 500 CAPE Hits 40.6, Highest Since 1999 Dot-Com Peak

2 articles · Updated · The Motley Fool · Sep 16

Summary

  • 40.6 — the S&P 500’s Shiller CAPE ratio has reached its second-highest level in 145 years, easing only slightly from 41.1 last month and far above its 17.4 long-run average.
  • That reading follows a sharp rebound in 2026: the S&P 500 is up 20% from its March low, while the Dow and Nasdaq have climbed 16% and 26% from correction territory.
  • 1999 is the only historical precedent for a higher CAPE; the prior record came three months before the dot-com bull market peaked and the S&P 500 later lost nearly half its value.
  • History still offers a less immediate warning than a crash call: from the March 2000 peak to Sept. 10, 2026, the S&P 500 gained about 397% and the Nasdaq more than fivefold.

Insights

With AI driving historic market concentration, are we witnessing a permanent economic shift or just a high-tech repeat of 1999?
Could physical power grid bottlenecks trigger the next massive stock market crash before financial valuations even matter?
If traditional valuation metrics are broken by intangible assets, how can investors accurately spot the next catastrophic market bubble?