The Bubble That Isn't: Why Earnings, Not Emotion, Should Drive Your 2026 Portfolio
The Shiller CAPE ratio just hit its second-highest reading in 155 years, and the bubble warnings are deafening. But with S&P 500 earnings projected to grow 14.4% in 2026 and profit margins on track for record highs, the fundamentals tell a very different story than the fear merchants want you to hear.
By Marcus Cole · 5 min read