2025 Rebalance: Managing Valuation Risk With Earnings Weighting
Source: SeekingAlpha
2026-01-02 02:10:00 ET
By Hyun Kang
Are We in an AI Bubble?
The truth is, only hindsight will give us a definitive answer. What we do know, however, is that valuations today sit well above historical norms, with the S&P 500 looking increasingly stretched. Aside from the sharp COVID-19 rebound between 2020 and 2021, we haven’t seen multiples anywhere near these levels since the dot-com era. ...
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2025 Rebalance: Managing Valuation Risk With Earnings Weighting
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