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The Stock Market Just Did Something for the 2nd Time in 100 Years, and History Says What Comes Next

The CAPE ratio just hit a level we've only seen once before -- right before the dot-com crash. Here's why this time might (or might not) be different, and what it means for your portfolio.

The Stock Market Just Did Something for the 2nd Time in 100 Years, and History Says What Comes Next

Published July 31, 2026 · Category: Finance

Overview

The cyclically adjusted price-to-earnings (CAPE) ratio has now closed above 40 for three months running. In more than a century of stock market data, that has happened exactly one other time: the dot-com bubble that eventually saw the S&P 500 (SNPINDEX: ^GSPC) lose nearly 50% of its value from March 2000 to October 2002.

So, should you be worried?

Details

The CAPE ratio is basically a smoothed-out version of the ordinary price-to-earnings ratio (P/E), in which the price of a stock -- or the entire market -- is divided by its earnings per share (EPS). The difference is that the CAPE ratio takes the level of the S&P 500 and divides it by the average of its inflation-adjusted earnings over the previous 10 years.

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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.