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S&P 500

September 2026 · 49 voices
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Entity · market

September 2026 · 49 of the 74 voices we track · 103 mentions

Sep 1 → Oct 1, 05:30 ET

September 2026Live view →

Where the voices land

All voices 9 voices

7 bearish1 mixed1 bullish

Strongly bearish

  • BSBill SmeadStrongly bearish Smead expects the S&P 500 to be lower a decade from now, calling the odds of it being higher almost zero. “the chance of the S&P being higher 10 years from now than it is right now is almost zero” ▶ 16:49 ‘Almost 0%’ Chance Stocks Are Higher In 10 Years… · 27 Sept
  • RBRobin BrooksStrongly bearish Brooks says the S&P 500 is the worst hedge and falls when oil prices rise. Open the post The best hedge against escalation of the war wit… · 26 Sept
  • KMKeith McCulloughStrongly bearish He expects parts of the market to crash before a full-blown 2022-style downturn, with 2027 worse than 2022. “I expect parts of the market to be crashing before you get a full-blown one like 2022.” ▶ 0:00 2027 Market Bloodbath: Worse Than 2022's Bear Ma… · 24 Sept

Bearish

  • ATAdam TaggartBearish He thinks the odds of the stock market continuing to deliver strong gains over the next couple of years are low. “stock market continuing to deliver you know really good gains over the next couple years are low” ▶ 31:21 Is It Becoming A Great Time For Income Investors… · 27 Sept
  • MLMichael LebowitzBearish The S&P may fall or trickle off given extreme dispersion and narrow leadership. “those three other peaks that you see were met with markets that ultimately, with the S&P that ultimately fell” ▶ 9:07 Market Starting To Crack Under High Bond Yields?… · 26 Sept
  • FRFawad RazaqzadaBearish Razaqzada sees a deeper correction in the S&P 500 as increasingly credible, with the index likely to head lower. “the risk of a deeper correction is starting to look more credible” ▶ 0:00 S&P 500 Near Record but Half Its Stocks Sit Belo… · 24 Sept
  • JTJurrien TimmerBearish Timmer sees no catalyst for the bull market's next up leg, with the index churning without lasting progress since early June. “What’s the catalyst to generate the bull market’s next up leg? For now, I don’t see one.” Open the post The S&P 500 has not made any lasting progress si… · 22 Sept

Mixed

  • JDJared DillianMixed Nothing in the S&P chart suggests an imminent crash and the chart is neutral, though he sees many components topping. ▶ 16:06 “I’m Insanely Bullish on Bonds” | Jared Dillian … · 3 Sept

Bullish

  • TKThe Kobeissi LetterBullish The AI boom is providing substantial support for the S&P 500, and a resolution to the energy crisis would open the way for it to rise well above 8,000. “a resolution to the current energy crisis opens for the S&P 500 to rise well above 8,000” Open the post Today is another reminder of just how fast thing… · 16 Sept
Breadth and concentration 3 voices

2 bearish1 mixed

Strongly bearish

  • KMKeith McCulloughStrongly bearish He expects parts of the market to crash before a full-blown 2022-style downturn, with 2027 worse than 2022. “I expect parts of the market to be crashing before you get a full-blown one like 2022.” ▶ 0:00 2027 Market Bloodbath: Worse Than 2022's Bear Ma… · 24 Sept

Bearish

  • MLMichael LebowitzBearish The S&P may fall or trickle off given extreme dispersion and narrow leadership. “those three other peaks that you see were met with markets that ultimately, with the S&P that ultimately fell” ▶ 9:07 Market Starting To Crack Under High Bond Yields?… · 26 Sept

Mixed

  • JDJared DillianMixed Nothing in the S&P chart suggests an imminent crash and the chart is neutral, though he sees many components topping. ▶ 16:06 “I’m Insanely Bullish on Bonds” | Jared Dillian … · 3 Sept
Valuation and long-run returns 2 voices

2 bearish

Strongly bearish

  • BSBill SmeadStrongly bearish Smead expects the S&P 500 to be lower a decade from now, calling the odds of it being higher almost zero. “the chance of the S&P being higher 10 years from now than it is right now is almost zero” ▶ 16:49 ‘Almost 0%’ Chance Stocks Are Higher In 10 Years… · 27 Sept

Bearish

  • ATAdam TaggartBearish He thinks the odds of the stock market continuing to deliver strong gains over the next couple of years are low. “stock market continuing to deliver you know really good gains over the next couple years are low” ▶ 31:21 Is It Becoming A Great Time For Income Investors… · 27 Sept

7 bearish1 mixed1 bullish

Also asked

Risk 2 voices← rising · easing →

2 rising

Risk rising sharply

  • TKThe Kobeissi LetterRisk rising sharply Record margin debt relative to GDP signals elevated risk for the S&P 500, echoing bubble-era leverage. “By comparison, the 2021 and 2000 Dot-Com Bubble highs were 3.6% and 2.8%, respectively.” Open the post BREAKING: US margin debt surged +$37 billion in … · 17 Sept

Risk rising

  • DCDean CurnuttRisk rising A correlation event among the top hyperscaler/AI names would hit the top-heavy S&P, so he wants S&P vol and VIX calls. ▶ 51:05 The Market Is Mispricing A Correlation Shock | D… · 16 Sept

Mentions

103 in September 2026
Mon 31Tue 15 · 10Thu 1

Stories it travels in

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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

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