At the close of trading on Tuesday, Sept. 15, the benchmark S&P 500 stock market index had a Shiller Cyclically Adjusted Price-to-Earnings (CAPE) ratio of 40.3, its second-highest valuation since the peak of the dot-com internet bubble in 2000. Meanwhile, risks are quickly mounting. Oil prices are currently soaring due to the ongoing geopolitical tensions in the Middle East, placing upward pressure on inflation and global interest rates. Moreover, start-ups like Anthropic, OpenAI, and xAI are calling for a slowdown in the pace of artificial intelligence (AI) development, which could derail high-growth sectors like semiconductors.
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