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Strategies & Market Trends : World Outlook

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To: Les H who wrote (48670)	11/2/2025 9:22:24 AM
From: Les H	Read Replies (1) of 48755

The Stock Market Is Getting Dangerously Close to Becoming the Most Expensive It's Ever Been (Dating Back to 1871) -- and History Points to Trouble Ahead The Stock Market Is Getting Dangerously Close to Becoming the Most Expensive It's Ever Been (Dating Back to 1871) -- and History Points to Trouble Ahead P/E by way of the EPS is not a very reliable metric from both eras. As I recall from 2000, the roll-up companies like GE, Enron, Microsoft, Cisco, and others were bundling losses from operations with write-offs for acquisitions or shuttering subsidiaries as one-time events to be excluded from operating earnings. The companies were also spending heavily on share buybacks to offset share dilution from employee compensation. That too was excluded from operating EPS. In addition, the "investments" by the Big Techs injected into AI and cloud companies to build out infrastructure isn't being counted against operating earnings. Most of that should be expensed as capex and cost of sales.

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