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The Market Is Flashing a Valuation Warning -- but History Shows These Stocks Can Handle the Turbulence

Investors may want to brace for turbulence. But these stocks should hold up well.

The Market Is Flashing a Valuation Warning -- but History Shows These Stocks Can Handle the Turbulence

Published August 6, 2026 · Category: Finance

Overview

Stocks are so expensive that Warren Buffett says that investors are "gambling." The market valuation indicator named after the legendary investor, the Buffett indicator, is over 230%. Buffett once said that when this indicator, which measures the ratio of total stock market capitalization to U.S. GDP, approaches 200% that, investors are "playing with fire."

Meanwhile, another widely followed valuation metric -- the S&P 500 (SNPINDEX: ^GSPC) Shiller CAPE (cyclically adjusted price-to-earnings) ratio -- is at its second-highest level ever. The highest point for the indicator was in early 2000, right before the dot-com bubble burst.

Details

There's no question that the stock market is flashing a valuation warning right now. The good news, though, is that history shows some stocks can handle the turbulence that's likely on the way. I think that three stocks especially fit the bill.

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Source

Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.