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Shiller CAPE Regime

Long-horizon valuation framework — the cyclically-adjusted price-to-earnings ratio orders equity-market regimes from cheap to expensive, with implications for forward 10-year returns.

Robert Shiller

Current readExtreme·100%·stable

Current reading

Extreme

Probability 100%Lead 100 ptsEvidence live 100%Trend stableAs of 2026-09-26

Numen observesExtreme. 5 of 5 indicators that speak to this stage sit at or near its range. Shiller CAPE reads 40.9×, within > 32.0×.

Where it has been
Sep ’25Dec ’25Mar ’26Jun ’26Sep ’26

The line is the call on each day; fainter means a thinner lead. A stage changes only when a challenger leads it by 15 points.

Across the stages · today

  • Extreme100%
  • Expensive0%
  • Fair0%
  • Cheap0%

Stages listed late → early. Probabilities sum to 100%.

How it is read

Each row is a live lattice signal with a published range for every stage. A cell’s shade is how firmly today’s value sits in that stage’s range; the ringed cell holds it. Weight is the indicator’s share of the schema’s read. Stale indicators are shown and set aside.

IndicatorWeightToday30 daysCheapFairExpensiveExtreme▲ the read
Shiller CAPE
level
44%
40.9×
2026-09-01
0.23×
< 15.0×
15.0× – 25.0×
25.0× – 32.0×
> 32.0×
S&P 500 dividend yield
level
15%
1.1%
2026-06-01
→ flat
> 3.5%
2.5% – 3.5%
1.6% – 2.5%
< 1.6%
Tobin's Q
level
15%
2.12×
2026-04-01
0.305×
< 0.8×
0.8× – 1.1×
1.1× – 1.5×
> 1.5×
Market cap ÷ GDP (Buffett)
level
15%
262.7%
2026-09-01
→ flat
< 80.0%
80.0% – 120.0%
120.0% – 160.0%
> 160.0%
Top-10 concentration of the S&P 500
level
11%
39.0%
2026-09-25
1.93 pp
< 18.0%
18.0% – 24.0%
24.0% – 30.0%
> 30.0%
Outside the range Inside Today’s value· = no opinion on that stage

Overview

Robert Shiller’s cyclically-adjusted P/E(40.9 ▼0.23 · 30d) (CAPE) ratio smooths earnings over ten years to remove cycle noise. It is the most empirically grounded long-horizon valuation framework — high CAPE has predicted low forward returns and vice versa across more than a century of data.

Stages

Four valuation regimes — Cheap, Fair, Expensive, Extreme. The framework is slow-moving; regime changes typically take quarters, not weeks. The forward-return implications are 10-year, not 1-year.

Reading it

A high-confidence Extreme reading is not a market-timing signal — Shiller would resist that — but a posture statement: future 10-year returns are likely to be below historical average. Stewards making capital allocation decisions over multi-year horizons should weight CAPE highly.

Phases

  1. Stage 1

    Cheap

    CAPE below long-run median. Forward 10-year returns historically above average.

  2. Stage 2

    Fair

    CAPE near long-run median. Returns near historical average.

  3. Stage 3

    Expensive

    CAPE meaningfully above median. Returns historically below average.

  4. Stage 4

    Extreme

    Current read

    CAPE in top decile of historical distribution. Returns historically lowest.

Council Inquiry™

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How Palanor watches this

Numen scores this schema continuously against the indicators above, joining the latest signal observations to the stage signatures and producing a weighted lean toward the stage that best fits the current composition. The global reading on this page is the public version. Stewards inside Palanor see the same schema tuned to their organization's strategic profile, with Numen commentary calibrated to their role and disposition.

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