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The S&P 500 Just Did Something Seen Only 1 Other Time Since 1871 — and It's Not Good News for Wall Street

The stock market is making history, but not necessarily in a good way.

The S&P 500 Just Did Something Seen Only 1 Other Time Since 1871 — and It's Not Good News for Wall Street

Published August 23, 2026 · Category: Finance

Overview

Yale economics professor Robert Shiller developed one of the best stock market valuation metrics ever -- the cyclically adjusted price-to-earnings (CAPE) ratio. This ratio measures overall market price-to-earnings multiples, but with a twist. Instead of only looking at earnings over the last four quarters, it uses a 10-year moving average of inflation-adjusted earnings.

Shiller has analyzed U.S. stock market CAPE ratios going back to 1871. That date is well before the creation of the S&P 500 (SNPINDEX:^GSPC) in 1957. However, the widely followed index and Shiller's valuation metric have become intertwined, resulting in the S&P 500 Shiller CAPE ratio.

Details

I give you this history as background to introduce a recent development. The S&P 500 -- and more specifically, the S&P 500 Shiller CAPE ratio -- just did something seen only one other time since 1871. And it's not good news for Wall Street.

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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.