The S&P 500's Shiller cyclically adjusted P/E is now about 41, its highest level since August 2000, when it stood at 41.89 and the market had already entered the early stage of a bear market that lasted until November 2022. The author says it is impossible to know whether a correction is imminent and that the market could keep rising. The author suggests keeping portfolios diversified, rebalancing if they are top-heavy in tech, scaling back positions in stocks valued well above their typical ranges, and adding value, dividend, and high-quality stocks. The author also views discounted tech, AI, or growth stocks as worth examining, provided investors research why they are cheap and whether their fundamentals remain strong.
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S&P 500valuationbear marketdividends
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NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/30/2026 | 204.81 |
| Change that session | -4.14% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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