THE ANALYST COMMENTARY October 12, 2026

Posted on October 12, 2026 by Dr. Paul M. Wendee

~ Un-Common Sense In An Irrational World: We Challenge the Conventional Wisdom^TM ~

IS THE MARKET OVERVALUED?

The stock market, as measured by the S&P 500 (the broadest popular market index), hit an all-time high of 7818.93 last Tuesday.

Is the market overvalued?

We like to refer to the analysis done periodically by Advisor Perspectives to get a good perspective on market valuation. So, is the market overvalued? According to Advisor Perspectives, “Based on September’s S&P 500 monthly data, the market is OVERVALUED somewhere in the range of 120% to 214%, depending on the indicator. This is one of the highest overvaluation ranges in history.” You can read more on their assessment of market valuation at Advisor Perspectives – Market Valuation.

It is important to remember, though, that markets can stay overvalued for long periods of time. As Advisor Perspectives points out: “…these indicators aren’t useful as short-term signals of market direction. Periods of over- and under-valuation can last for many years. However, they can play a role in framing longer-term expectations of investment returns.” Howard Marks, Co-Chair and founder of Oaktree Capital Management, puts it more succinctly: ” Overpriced is not the same as going down tomorrow” [Howard Marks, The Most Important Thing talk at Google in 2015, https://www.youtube.com/watch?v=KZTGltnDHZk].

Posted in Angel Investing, Crowdfunding Research Reports, Economic & Business Chart Room, Economic Outlook, Entrepreneurship, Focus List, For Nerds Only, Investment Recommendations, Investments, S & P 400, S & P 600, Small & Mid Cap Research, Special Situations, Sponsored Research, Uncategorized, VDI/REEP, Visionary Ideas | Tagged 401K, Alternative Investments, angel investing, bank accounts, Billionaire Portfolio, building wealth, Cassandra, commodities, Crowdfunding, cryptocurrencies, diversification, early-stage companies, econometrics, economics, entrepreneurship, exclusive opportunities, finance, financial planning, financial responsibility, financial stress, forecasting, futurist, hedge funds, high growth, high returns, inflation hedge, invest, Investment Newsletter, investments, IRA, low correlation, manage risk, market valuation, money, money help, Newsletter, non-traditional, podcast, private equity, quantitative investing, radio, real estate, retirement, save money, savings, social entrepreneurship, special situations, stock, stock market, stock-picking, strategic foresight, venture capital, video podcast, visionary ideas, wealth, You Tube, YouTube | Comments Off

THE ANALYST COMMENTARY October 7, 2026

Posted on October 7, 2026 by Dr. Paul M. Wendee

~ Un-Common Sense In An Irrational World: We Challenge the Conventional Wisdom^TM ~

THE PRINCIPLED BUSINESS SUMMIT IS COMING TO AUSTIN OCTOBER 28-30

This October, founders, investors, executives, and entrepreneurs from across the Principled Business community will come together in Austin for the 2026 Principled Business Summit, a three-day gathering focused on the ideas, businesses, and people shaping the next era of free enterprise.

With America’s 250th anniversary and the 250th anniversary of Adam Smith’s The Wealth of Nations falling in 2026, this year’s Summit asks a bigger question: What should the next 250 years of capitalism look like?

Across three days, the program will move from the foundations of free enterprise to the challenges facing business today and the opportunities ahead, with conversations spanning entrepreneurship, technology, AI, energy, defense, space, healthcare, reindustrialization, investing, and more.

The Summit will feature conversations with leaders including John Mackey, Selim Bassoul, and Dave Heath, along with founders, investors, and executives from across the Principled Business network.

Highlights include:

Main-stage conversations and debates on some of the biggest questions facing business and free enterprise
Startup Accelerator Demo Day, featuring early-stage companies pitching for consideration of up to $250,000 in investment
Practical sessions and workshops for founders, executives, and investors
Investor Deal Lab, featuring investors presenting companies they have personally backed
Curated networking and off-agenda gatherings with entrepreneurs, investors, and business leaders
An Awards Dinner and VIP Reception celebrating leaders advancing the principles of principled business

The Summit is designed to be more than a conference. It’s a place to meet the people building companies, deploying capital, and creating the institutions that will shape what comes next.

Austin, Texas | October 28–30, 2026

Learn more and register:
https://luma.com/376whqyw

We’d love to have you join us.

THE ANALYST COMMENTARY October 1, 2026

Posted on October 1, 2026 by Dr. Paul M. Wendee

~ Un-Common Sense In An Irrational World: We Challenge the Conventional Wisdom^TM ~

GROSS OUTPUT SIGNALS AN ECONOMIC SURGE

Gross output signals an economic surge. That’s the message from my good friend, Dr. Mark Skousen. Dr. Skousen is a well-known economist, professor, and author. He has championed the gross output (GO) measure as being a better and broader measure of economic activity than the more often cited gross domestic product (GDP) measure of economic activity. So that message regarding GO is a particularly good sign for the economy.

You can read more about gross output and the latest GO reading in Dr. Skousen’s op ed piece in today’s Wall Street Journal at Gross Output Signals an Economic Surge.

Posted in Angel Investing, Crowdfunding Research Reports, Economic & Business Chart Room, Economic Outlook, Entrepreneurship, Focus List, Investment Recommendations, Investments, S & P 400, S & P 600, Small & Mid Cap Research, Special Situations, Sponsored Research, Uncategorized, VDI/REEP, Visionary Ideas | Tagged 401K, Alternative Investments, angel investing, bank accounts, Billionaire Portfolio, building wealth, Cassandra, commodities, Crowdfunding, cryptocurrencies, diversification, early-stage companies, econometrics, economics, entrepreneurship, exclusive opportunities, finance, financial planning, financial responsibility, financial stress, forecasting, futurist, hedge funds, high growth, high returns, inflation hedge, invest, Investment Newsletter, investments, IRA, low correlation, manage risk, market valuation, money, money help, Newsletter, non-traditional, podcast, private equity, quantitative investing, radio, real estate, retirement, save money, savings, social entrepreneurship, special situations, stock, stock market, stock-picking, strategic foresight, theories, venture capital, video podcast, visionary ideas, wealth, You Tube, YouTube | Comments Off

THE ANALYST COMMENTARY September 24, 2026

Posted on September 24, 2026 by Dr. Paul M. Wendee

~ Un-Common Sense In An Irrational World: We Challenge the Conventional Wisdom^TM ~

RESEARCH COVERAGE OF S & P 400 MID CAP STOCK INDEX UPDATED AND ADDED TO INTRINSIC VALUE WEALTH REPORT

The multi-factor-ranked listing of each of the companies in the newly covered Small Cap and Mid Cap indices can be found at S & P 600 and S & P 400.

Posted in Angel Investing, Crowdfunding Research Reports, Economic & Business Chart Room, Economic Outlook, Entrepreneurship, Focus List, Investment Recommendations, Investments, S & P 400, S & P 600, Small & Mid Cap Research, Special Situations, Sponsored Research, Uncategorized, VDI/REEP, Visionary Ideas | Tagged 401K, Alternative Investments, angel investing, bank accounts, Billionaire Portfolio, building wealth, Cassandra, commodities, Crowdfunding, cryptocurrencies, diversification, early-stage companies, econometrics, economics, entrepreneurship, exclusive opportunities, finance, financial planning, financial responsibility, financial stress, forecasting, futurist, hedge funds, high growth, high returns, inflation hedge, invest, Investment Newsletter, investments, IRA, low correlation, manage risk, market valuation, money, money help, Newsletter, non-traditional, podcast, private equity, quantitative investing, radio, real estate, retirement, save money, savings, social entrepreneurship, special situations, stock, stock market, stock-picking, strategic foresight, venture capital, video podcast, visionary ideas, wealth, You Tube, YouTube | Comments Off

THE ANALYST COMMENTARY September 23, 2026

Posted on September 23, 2026 by Dr. Paul M. Wendee

~ Un-Common Sense In An Irrational World: We Challenge the Conventional Wisdom^TM ~

RESEARCH COVERAGE OF S & P 600 SMALL CAP AND S & P 400 MID CAP ADDED TO INTRINSIC VALUE WEALTH REPORT

At the Intrinsic Value Wealth Report, we are the premier resource for Wall Street investment research in the small cap and mid cap publicly-traded markets; early-stage companies such as crowdfunding and angel investing; and other private capital market investments such as real estate and private equity. We also cover other topics such as entrepreneurship, economics, investment banking, and more in our newsletter. Over the past 33 years, we have become an important resource, an “investor central” of sorts, for our many readers and investors around the world.

In furthering our mission to be the premier resource for Wall Street investment research, we are adding coverage of the S & P 600 Small Cap stock index and the S & P 400 Mid Cap stock index. We are using our award-winning, proprietary Cassandra Stock Selection Model to provide this coverage. The Cassandra Model takes a deep dive into each of the stocks in the indices, providing a multi-factor ranking based on a stock’s fundamentals and valuation. We will explore these topics further in a later posting in the newsletter. For now, you can learn about the model at Cassandra Model.

The multi-factor-ranked listing of each of the companies in the newly covered indices can be found at S & P 600 and S & P 400.

To assist our readers in understanding the private capital markets, Dr. Wendee has published a book on private capital markets: Intrinsic Value Wealth Report Pocket Guide to Private Capital Markets: The Complete Guide to Investing in Venture Capital, Angel & Early-Stage Companies, Alternative Investments, and Crowdfunding available on Amazon Kindle (the Kindle app to read the book is free and can be downloaded free in the Apple App store or Google Play Store).

Dr. Wendee will be publishing a book by the end of the year on investing in publicly-traded securities, particularly small cap and mid cap securities, using multi-factor models, AI, and other investment tools and resources.

Posted in Angel Investing, Crowdfunding Research Reports, Economic & Business Chart Room, Economic Outlook, Entrepreneurship, Focus List, Investment Recommendations, Investments, S & P 400, S & P 600, Small & Mid Cap Research, Special Situations, Sponsored Research, Uncategorized, VDI/REEP, Visionary Ideas | Tagged 401K, Alternative Investments, angel investing, bank accounts, Billionaire Portfolio, building wealth, Cassandra, commodities, Crowdfunding, cryptocurrencies, diversification, early-stage companies, econometrics, economics, entrepreneurship, exclusive opportunities, finance, financial planning, financial responsibility, financial stress, forecasting, futurist, hedge funds, high growth, high returns, inflation hedge, invest, Investment Newsletter, investments, IRA, low correlation, manage risk, market valuation, money, money help, Newsletter, non-traditional, podcast, private equity, quantitative investing, radio, real estate, retirement, save money, savings, social entrepreneurship, special situations, stock, stock market, stock-picking, strategic foresight, venture capital, video podcast, visionary ideas, wealth, You Tube, YouTube | Comments Off

THE ANALYST COMMENTARY September 17, 2026

Posted on September 17, 2026 by Dr. Paul M. Wendee

~ Un-Common Sense In An Irrational World: We Challenge the Conventional Wisdom^TM ~

SAN DIEGO’S CONNECT IDEA WEEK

Posted in Angel Investing, Crowdfunding Research Reports, Economic & Business Chart Room, Economic Outlook, Entrepreneurship, Focus List, Investment Recommendations, Investments, Special Situations, Sponsored Research, Uncategorized, VDI/REEP, Visionary Ideas | Tagged 401K, Alternative Investments, angel investing, bank accounts, Billionaire Portfolio, building wealth, Cassandra, commodities, Crowdfunding, cryptocurrencies, diversification, early-stage companies, econometrics, economics, entrepreneurship, exclusive opportunities, finance, financial planning, financial responsibility, financial stress, forecasting, futurist, hedge funds, high growth, high returns, inflation hedge, invest, Investment Newsletter, investments, IRA, low correlation, manage risk, market valuation, money, money help, Newsletter, non-traditional, podcast, private equity, quantitative investing, radio, real estate, retirement, save money, savings, social entrepreneurship, special situations, stock, stock market, stock-picking, strategic foresight, venture capital, video podcast, visionary ideas, wealth, You Tube, YouTube | Comments Off

THE ANALYST COMMENTARY September 16, 2026

Posted on September 16, 2026 by Dr. Paul M. Wendee

~ Un-Common Sense In An Irrational World: We Challenge the Conventional Wisdom^TM ~

UC RIVERSIDE 2026 SBIR CON – INVITATION 9/23-24/26

———————–

Join UCR Innovation & Entrepreneurship, in partnership with the IE APEX Accelerator, for two days exploring the federal innovation pipeline—from securing non-dilutive SBIR/STTR funding to commercializing breakthrough technologies and competing for government contracts. Connect with federal agencies, successful founders, commercialization experts, government buyers, and prime contractors to gain the knowledge, resources, and relationships needed to move innovations from concept to customer.

For more information and to buy tickets, visit: bit.ly/sbircon26

Posted in Angel Investing, Crowdfunding Research Reports, Economic & Business Chart Room, Economic Outlook, Entrepreneurship, Focus List, Investment Recommendations, Investments, Special Situations, Sponsored Research, Uncategorized, VDI/REEP, Visionary Ideas | Tagged 401K, Alternative Investments, angel investing, bank accounts, Billionaire Portfolio, building wealth, Cassandra, commodities, Crowdfunding, cryptocurrencies, diversification, early-stage companies, econometrics, economics, entrepreneurship, exclusive opportunities, finance, financial planning, financial responsibility, financial stress, forecasting, futurist, hedge funds, high growth, high returns, inflation hedge, invest, Investment Newsletter, investments, IRA, low correlation, manage risk, market valuation, money, money help, Newsletter, non-traditional, podcast, private equity, quantitative investing, radio, real estate, retirement, save money, savings, social entrepreneurship, special situations, stock, stock market, stock-picking, strategic foresight, venture capital, video podcast, visionary ideas, wealth, You Tube, YouTube | Comments Off

THE ANALYST COMMENTARY September 14, 2026

Posted on September 14, 2026 by Dr. Paul M. Wendee

~ Un-Common Sense In An Irrational World: We Challenge the Conventional Wisdom^TM ~

GLOBAL STARTUP SYMPOSIUM

Global Startup Symposium
Virtual Immersive Online Experience
Bigger, Bolder, & Better Event

For Life Sciences and Technology Startups at the stages of Pre-Seed, Seed, & Series A

Join us on October 29, 2026

10 Life Sciences Startups
10 Technology Startups
6 University Tech Transfer Startups

The Symposium provides investors with ability to connect with high quality startup founders and fellow investors.

Founder Invitation and Registration:

You’re invited to the investor conference: Global Startup Symposium connecting investors and founders – a VIRTUAL event by Pismo Ventures.

This is the 8th year helping startups at the stages of pre-seed thru series A present, network, get funded, and connect with investors, angels, VCs & Family Offices.

Join us on Thursday Oct 29 and experience in one day what it would take months worth of meetings! This is a virtual event hosted on our immersive digital venue platform. Listen to pitches, attend panel discussions, or meet investors 1-on-1 via video or text chat – Just like a real physical venue asynchronously go to any room, visit digital booths, jump to the auditorium, or meet directly with investors or fellow founders.

Register to pitch or as a general admission attendee. Only 10 pitching spots available for presenting companies and only a few remain.

=================================================================

Investor Invitation and Registration:

Please feel free to invite other investors in your network. Use the info below.

You’re invited to the Global Startup Symposium connecting investors and founders – an ONLINE only event by Pismo Ventures.

This is the 8th year helping Life Sciences and Technology (non-life sciences) startups at the stages of pre-seed, seed and series A present, network, and connect with investors, angels, VCs & Family Offices.

Join us on Thursday Oct 29 – VIRTUAL event hosted on an immersive digital venue platform. Join anytime throughout the event. Listen to pitches, attend panel discussions, meet with founders 1-on-1 via video or text chat, or network – just like a real physical venue asynchronously go to any floor, visit a digital booth, drop into the auditorium, or connect directly with founders or fellow investors.

Accredited Investors Complimentary Registration Link: https://pismo-investors-4q26.eventbrite.com (please feel free to select Life Sciences, Technology or both and indicate if you’d like to be a judge)

Posted in Angel Investing, Crowdfunding Research Reports, Economic & Business Chart Room, Economic Outlook, Entrepreneurship, Focus List, Investment Recommendations, Investments, Special Situations, Sponsored Research, Uncategorized, VDI/REEP, Visionary Ideas | Tagged 401K, Alternative Investments, angel investing, bank accounts, Billionaire Portfolio, building wealth, Cassandra, commodities, Crowdfunding, cryptocurrencies, diversification, early-stage companies, econometrics, economics, entrepreneurship, exclusive opportunities, finance, financial planning, financial responsibility, financial stress, forecasting, futurist, hedge funds, high growth, high returns, inflation hedge, invest, Investment Newsletter, investments, IRA, low correlation, manage risk, market valuation, money, money help, Newsletter, non-traditional, podcast, private equity, quantitative investing, radio, real estate, retirement, save money, savings, social entrepreneurship, special situations, stock, stock market, stock-picking, strategic foresight, venture capital, video podcast, visionary ideas, wealth, You Tube, YouTube | Comments Off

THE ANALYST COMMENTARY September 10, 2026

Posted on September 10, 2026 by Dr. Paul M. Wendee

~ Un-Common Sense In An Irrational World: We Challenge the Conventional Wisdom^TM ~

SAFE RX EXCLUSIVE INVESTOR BRIEFING & WEBINAR

Safe Rx Exclusive Investor Briefing & Webinar

Thursday, September 10, 2:00pm – 3:00pm (PDT)

Please see below for links and dial-in information to join this Exclusive Investor Briefing & Webinar, on which you’ll learn:

How a lapse in DEA security has caused significant public health and economic crises

How a > 50 year old landmark public health intervention has been updated to prevent ~ 1M addictions and save ~ $236B in healthcare costs over 10 years

How the Company is solving material health inequities in underserved populations already

The strategic roadmaps to universal LPV® pharmacy dispensing for controlled substances and pediatric fatality risk medications, and the global replacement of most child-resistant caps & closures with the Company’s packaging technology.

We look forward to seeing you there. In the meantime, if you have any questions please feel free to email CEO Milton Cohen at mcohen@safe-rx.com.

Limited seats left. Reserve Here:
Safe Rx Exclusive Investor Briefing & Webinar Thursday September 10^th at 2:00 pm Pacific Time

Join Zoom Meeting Link
https://us06web.zoom.us/j/86507468719?pwd=unlkOFOxfKig8e7v7xfME3WbK9Y7OS.1

Meeting ID: 865 0746 8719
Passcode: 434275

—

One tap mobile
+17193594580,,86507468719#,,,,*434275# US

+12532158782,,86507468719#,,,,*434275# US (Tacoma)

—

Join by SIP
• 86507468719@zoomcrc.com

Join instructions
https://us06web.zoom.us/meetings/86507468719/invitations?signature=9f1R9Yh6g-1K0NESd6tgmUg6dijawOzMpZ9Q25v-C9Q

Limited seats left. Reserve Here:
Safe Rx Exclusive Investor Briefing & Webinar Thursday September 10^th at 2:00 pm Pacific Time

Milton Cohen, mcohen@safe-rx.com

Posted in Angel Investing, Crowdfunding Research Reports, Economic & Business Chart Room, Economic Outlook, Entrepreneurship, Focus List, Investment Recommendations, Investments, Special Situations, Sponsored Research, Uncategorized, VDI/REEP, Visionary Ideas | Tagged 401K, Alternative Investments, angel investing, bank accounts, Billionaire Portfolio, building wealth, Cassandra, commodities, Crowdfunding, cryptocurrencies, diversification, early-stage companies, econometrics, economics, entrepreneurship, exclusive opportunities, finance, financial planning, financial responsibility, financial stress, forecasting, futurist, hedge funds, high growth, high returns, inflation hedge, invest, Investment Newsletter, investments, IRA, low correlation, manage risk, market valuation, money, money help, Newsletter, non-traditional, podcast, private equity, quantitative investing, radio, real estate, retirement, save money, savings, social entrepreneurship, special situations, stock, stock market, stock-picking, strategic foresight, venture capital, video podcast, visionary ideas, wealth, You Tube, YouTube | Comments Off

THE ANALYST COMMENTARY September 9, 2026

Posted on September 9, 2026 by Dr. Paul M. Wendee

~ Un-Common Sense In An Irrational World: We Challenge the Conventional Wisdom^TM ~

2026 ACA ANGEL FUNDERS REPORT

The 2026 ACA Angel Funders Report, published by the Angel Capital Association, has been published. New data shows Angel Market recovery driven by larger investments, hope for strong exits, and increased focus on Life Sciences and AI.

You can get a copy of the report at 2026 ACA Angel Funders Report.

Posted in Angel Investing, Crowdfunding Research Reports, Economic & Business Chart Room, Economic Outlook, Entrepreneurship, Focus List, Investment Recommendations, Investments, Special Situations, Sponsored Research, Uncategorized, VDI/REEP, Visionary Ideas | Tagged 401K, Alternative Investments, angel investing, bank accounts, Billionaire Portfolio, building wealth, Cassandra, commodities, Crowdfunding, cryptocurrencies, diversification, early-stage companies, econometrics, economics, entrepreneurship, exclusive opportunities, finance, financial planning, financial responsibility, financial stress, forecasting, futurist, hedge funds, high growth, high returns, inflation hedge, invest, Investment Newsletter, investments, IRA, low correlation, manage risk, market valuation, money, money help, Newsletter, non-traditional, podcast, private equity, quantitative investing, radio, real estate, retirement, save money, savings, social entrepreneurship, special situations, stock, stock market, stock-picking, strategic foresight, venture capital, video podcast, visionary ideas, wealth, You Tube, YouTube | Comments Off

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