When do fundamentals in stocks matter?

Investor summaryNeutral

The author questions the relevance of stock fundamentals, arguing they seem ignored during both market booms and busts.

Post body

During boom-times, fundamentals don't seem to matter (see AI, 2026).

During bust-times, fundamentals also don't seem to matter (see mass-selloffs, 2008).

So when do fundamentals matter? Waiting for fundamentals to matter seems futile, since that point may never arrive.

Discussion · top comments

No comment snapshot fetched for this post yet.