TOPLEY’S TOP 10 September 09, 2026

1. S&P Stocks Trading Over 40x Forward P/E at Covid Lows-Chart Kid Matt

Chart Kid Matt

2. MSCI All World Index Getting Cheaper�Not Just S&P Forward P/E

The MSCI All Country World ex-US index trades at a 13.1x forward P/E, below the 19.8x for the US MSCI. Both those figures have declined sharply since January, as data from Yardeni Research shows.

Phil Rosen

3. AI Buildout is Accelerating�Construction Money Spent +57% Year Over Year

Wolf Street

4. Software SMH Having Run But�On 1-Year Basis Semiconductors Outperforming Software by 100%

YCharts

5. Consumer?  WMT -3% and COST +6%  Trailing S&P 2026

YCharts

6. LULU Hit $516 in 2023 About to Break $100 on Chart �..-81% from Highs

StockCharts

7. China Selling U.S. Paper for 15 Years

Barchart

8. Six Nuclear Bills Pass House without a Single No Vote

ZeroHedge

9. Australia Legislation to Ban Social Media Algos

Semafor

10. Thomas Sowell on Communism

Thomas Sowell

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