U.S. Equities: Bubble, or Just Expensive?

Kaizen Research · Jun 9, 2026 · 24 min read

Report

Quick Glossary

You only need six simple ideas to understand this entire report. Each one is just a way of asking "how much are we paying for what we get?"

P/E (Price-to-Earnings): the price of a stock divided by its yearly profit. Think of it as how many years of today's profit you are paying to own the company. A...

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