Ben Carlson
Despite a bull market and double-digit stock returns in 2026, valuations are actually falling—earnings growth is outpacing price appreciation. The piece explores whether concerns about AI-driven earnings sustainability, inflation, or rising bond yields explain why investors remain cautious despite strong fundamentals.
Read the full post on A Wealth of Common Sense ↗
Topics: AI (Horizontal)
Published by A Wealth of Common Sense · their site ↗
SandHill indexes 800+ venture capital blogs and newsletters and sends the best of them every Sunday. Browse the sources · browse by topic · read the blog.
Suggest a blog or newsletter for the SandHill index. We track the RSS feed and feature the best pieces in the weekly digest.
The latest theses & analyses from 800+ venture investors, curated into one email. Join 5,000+ investors, founders and LPs.