The creator discusses the general stock market, advising a long-term approach rather than short-term trading.
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The UNTHINKABLE is About to Happen to Stocks
Sep 9, 2026
The creator discusses the current market cycle and argues that despite high headline numbers, the S&P 500 is not expensive based on forward and current P/E ratios. He suggests the market is at worst fairly priced, and potentially even cheap, contradicting mainstream narratives of an overvalued market. The analysis is framed within a historical market cycle model to predict future market movements.
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Nvidia is presented as a prime example of strong revenue growth and a now cheaper valuation, trading at 254p and a 0.4 PEG ratio, making it cheaper than two years ago.
The NASDAQ saw a 600% gain in the four years following the invention of the internet, compared to a 150% gain in the four years since the invention of AI.
Bloom Energy is mentioned as an example of a stock that has seen significant price appreciation.
The S&P 500 is currently fairly priced, with a forward P/E of 20, which is on par with the 10-year average, and a current P/E of 25.3, which is lower than last year.
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