The S&P 500 trailing P/E has corrected to ~25.6, which the author frames as attractive compared to recent highs. The author implies this correction presents a "perfect timing" opportunity to invest in the "best 500 companies in the world." The market is no longer overvalued, suggesting a long position is warranted after the pullback. Historical P/E averages are lower; a recession or earnings collapse could make current valuation irrelevant; geopolitical and economic headwinds ("the war," "resource crunch") could pressure prices further.
SPY
HIGH
Mar 27, 14:46
Key Points
['P/E of 25.6 seen as fair', 'Tech dominance justifies multiple', 'Market correction = buying chance', 'Ignores forward earnings risk', 'Contrarian to prevalent bear calls']
March 27, 2026 at 14:46