Prof G Markets · Why The S&P Just Hit A Record High - Despite Soaring Yields
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pointed out that the S&P 500 is trading at about 19 times forward earnings, which is below its five-year average, making the market cheaper even though it is at an all-time high
19x forward earnings; 5-year average higher; S&P up >14% YTD; 10-yr yield >5.3%; oil ~$100
“Brisbane's total listings were sitting about 40% below the five-year average. Our most recent data is pointing to about 8%, I think, above.”
“You can measure market stress by a big fall in the overall S&P 500, or by the VIX being high. In those times momentum typically fails.”
“AI right now work through the request of the historic S&P 500 earnings beat rates… 40-quarter average is 77%; Q2 2026 was 86.3%”
“They tend to break even in about three years. And they have useful lives at this point of about five to six years. And most of the deals we're doing are about five-year deals.”
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