The creator mentions performing fundamental analysis on LAR and hints at potential upside, suggesting it's approaching a bottom.
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Goldman ISSUES Warning for the Total Stock Market | 2027 will SUCK.
Sep 22, 2026
Goldman Sachs is warning about headwinds for the S&P 500 over the next 12 months, citing a forward P/E ratio in line with the 10-year average but high relative to historical earnings growth (CAPE ratio). They attribute inflated earnings partly to low depreciation drag from AI-related capital expenditures, which is expected to reverse in 2027, creating an earnings drag. The creator also notes that tech companies have generated significant other income from equity investments.
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Oracle is suggested to have likely bottomed and is part of the hardware sector that has been left behind.
Broadcom is mentioned as a stock that has been left behind with valuations under one PEG, suggesting it is still very cheap.
Lennar experienced four years of negative earnings per share growth, during which its stock price declined significantly.
Nvidia, as an ASIC manufacturer, is expected to benefit from significant capital spending in the hardware sector, suggesting hardware stocks like Nvidia look cheap.
Goldman Sachs warns of headwinds for the S&P 500 over the next 12 months due to a high forward P/E ratio and expected depreciation drag from AI capex.
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