A 2026 Market Turning Point Ahead?

Why this sell-off matters in a late-cycle market

The current stock-market sell-off is being described as a valuation and confidence shock rather than a full structural break.

What’s happening is that markets have been trading at unusually stretched valuations for some time, particularly in the large-cap tech and AI sectors. However, as had to happen, the momentum that carried these names higher has started to unwind.

Reports are emphasising that the declines are being driven by concerns over frothy pricing, not by a fundamental collapse in corporate earnings, bank stability, or credit conditions.

The Shiller CAPE ratio pushing above 40 highlights how stretched valuations have become. That level has historically only appeared near major market peaks.

Thing is, while it doesn’t mark the top by itself, we can’t get away from the timing - how close we are to the end of this current land cycle.

Over the past few months, I’ve produced numerous interviews and reports addressing the timing for the end of this 18.6-year land cycle.

This report brings the strands together of the cycles mentioned, that show a potential 2026 peak and fall.

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