equity
September 2026Live view →
Where the voices land
All voices 2 voices2 bearish
Bearish
- SBSteven BavariaBearish Bavaria thinks equities are a poor bet right now compared with credit/income strategies. “I think equities is a poor bet right now, if you were starting out in it” ▶ 37:28 Is It Becoming A Great Time For Income Investors… · 27 Sept
- MLMichael LebowitzBearish Equity returns over the next 10 years are likely negligible given high valuations. “The returns are, again, over 10 years. They're negligible, most likely.” ▶ 59:33 Market Starting To Crack Under High Bond Yields?… · 26 Sept
2 bearish
Also asked
Valuation 2 voices← expensive · cheap →2 expensive
Strongly bearish
- ATAdam TaggartStrongly bearish After four straight years of double-digit gains, equity valuations are very stretched on almost any metric. “Valuations are very stretched based upon almost any valuation metric you look at historically.” ▶ 31:21 Is It Becoming A Great Time For Income Investors… · 27 Sept
Bearish
- SBSteven BavariaBearish With equities at historical highs after a long run, the bet on continued capital gains looks harder. “equity is at a historical high, so where your equity bet that you're going to make 7% or 8%” ▶ 25:22 Is It Becoming A Great Time For Income Investors… · 27 Sept
Risk 1 voice← rising · easing →1 rising
Risk rising sharply
- ATAdam TaggartRisk rising sharply Taggart warns the investing public's equity exposure is at record highs and rising with age, leaving older investors exposed to a painful mean-reverting correction. “the American investing public has more exposure to equity than it ever has in its portfolios” ▶ 39:51 Is It Becoming A Great Time For Income Investors… · 27 Sept
Mentions
13 in September 2026Mon 31Sun 13 · 2Thu 1
Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Jeffrey Currie ++ 3 mentions
- Walter Bloomberg 2 mentions
- Bloomberg 2 mentions
- Adam Taggart 2 mentions
- Trevor Hall 2 mentions
- Geiger Capital 1 mention
- Bob Elliott 1 mention
- The Kobeissi Letter 1 mention
See what your own voices say about equity, every morning.
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