Is the U.S. Stock Market Bubble Just Getting Started? A Historical Perspective from Japan

Posted: Feb 03, 2025

  • U.S. stock market seen as in a bubble with a 37x P/E ratio
  • Majority of market made up of mature companies, not mid-growth tech unicorns
  • Comparison made to Japanese stock market in 1985, also with 37x P/E ratio
  • Japanese stock market bubble continued to grow with P/E ratio reaching nearly 90x
  • U.S. bubble could inflate further as long as narrative of market strength persists
  • Perception of U.S. as "safe haven" could drive valuations even higher




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