{"id":352433,"date":"2026-07-06T16:26:03","date_gmt":"2026-07-06T16:26:03","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/investing\/investors-must-be-wary-of-the-earnings-bubble\/"},"modified":"2026-07-06T16:26:03","modified_gmt":"2026-07-06T16:26:03","slug":"investors-must-be-wary-of-the-earnings-bubble","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=352433","title":{"rendered":"Investors must be wary of the earnings bubble"},"content":{"rendered":"<p> <br \/>\n<br \/><img decoding=\"async\" src=\"https:\/\/substack-post-media.s3.amazonaws.com\/public\/images\/c6f29375-779a-441a-865d-97302da16ec9_746x548.jpeg\" \/><\/p>\n<div dir=\"auto\">\n<p><span>Last week, the <\/span><a href=\"https:\/\/www.ft.com\/content\/8e9337f8-9191-48e9-9289-a8defda89431?syn-25a6b1a6=1\">FT Alphaville blog picked up a brief analysis I made<\/a><span> about US stock market valuations and why the argument that \u201ccompanies this time are highly profitable, not like in the late 1990s\u201d isn\u2019t really a defence against people claiming AI is in a bubble. Little did they know that I had an opinion piece in the Financial Times in the pipeline that is out this morning. <\/span><\/p>\n<p><span>If you have a subscription to the FT, have a look at why I think the US stock market is far more overvalued than it looks at first sight: <\/span><a href=\"https:\/\/www.ft.com\/content\/64aa80ed-47a0-441d-8337-58874ee3f623\">https:\/\/www.ft.com\/content\/64aa80ed-47a0-441d-8337-58874ee3f623<\/a><\/p>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>Last week, the FT Alphaville blog picked up a brief analysis I made about US stock market valuations and why the argument that \u201ccompanies this time are highly profitable, not like in the late 1990s\u201d isn\u2019t really a defence against people claiming AI is in a bubble. Little did they know that I had an [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":352434,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[96],"tags":[986,12829,11223,87094],"dealstore":[],"offerexpiration":[],"class_list":["post-352433","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing","tag-bubble","tag-earnings","tag-investors","tag-wary"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Investors must be wary of the earnings bubble - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=352433\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Investors must be wary of the earnings bubble - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"Last week, the FT Alphaville blog picked up a brief analysis I made about US stock market valuations and why the argument that \u201ccompanies this time are highly profitable, not like in the late 1990s\u201d isn\u2019t really a defence against people claiming AI is in a bubble. 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