HORSEMEN INDEX · LAMONT-HYBRID · WEEKLY SERIES

Horsemen
index.

One chart, four horses—Owen A. Lamont / Acadian Owenomics inspired. Toggle I–IV (and the overall composite) to compare how overvaluation, beliefs, issuance, and inflows moved from the pre–SpaceX window through Sep 12, 2026.

LATEST · 2026-09-12HOW BUBBLY · 237/40028 WEEKSLAMONT-HYBRID

METHODOLOGY · LAMONT-HYBRID

Dial legend

Framing inspired by Owen A. Lamont’s Acadian Owenomics Four Horsemen (overvaluation, bubble beliefs, issuance, inflows). Original checklist ↗ · Thesis credit

  1. I
    Overvaluation

    Objective public valuation: CAPE + forward P/E (optional soft: excess CAPE yield). Mag7 concentration is a modifier note, not the whole dial. Private mega marks (SpaceX / Anthropic / OpenAI, etc.) stay on the valuation-race chart—not public I.

  2. II
    Bubble beliefs

    Prefer survey-shaped greater-fool evidence (Yale Valuation Confidence / “too high but going higher”). Narrative chase language is a capped fallback when surveys are thin.

  3. III
    Issuance

    Primary = market-wide trailing ~12m net issuance vs market cap (Lamont). Secondary “megas” track (SpaceX / Anthropic / OpenAI / ≥$10B) is charted and noted via III′ (issuanceWithoutMegas) but must not fully hijack the main III dial.

  4. IV
    Inflows

    New entrants: retail participation / brokerage proxies and foreign net purchases. Weekly Lipper fund flows are digest color only—not the spine of IV.

Scoring: each dial 0–100; how bubbly = Σ out of 400. Equal-weight for now.

How bubbly are we?237 / 400Horsemen Index · Σ of I+II+III+IV
Latest week ending 2026-09-12

ONE GRAPH · FOUR HORSES · TOGGLEABLE

Horsemen Index time series

Weekly scores from the digest archive (~Mar 2026 → Sep 12, 2026). “How bubbly” is I+II+III+IV out of 400; the Σ toggle plots Σ÷4 on this shared 0–100 axis beside I–IV. High-signal thesis markers (Fed DONE/EXPECTED, Gerstner Flight Path fan, YE $8B/$180B hurdle, presidential window) are context—not orders. IPO dates marked ESTIMATE ONLY are Jonathan's working guesses—not scheduled trading dates, not filings.

Horsemen Index weekly time series with thesis event markersGerstner Flight Path fan · NDX +5%?–+25%? (All-In Sep 17 2026). Swing factors: Monthly AI lab revenues · Oil/Rates/Election · Regulation/Anthropic IPO. Context band — not a rebuilt NDX chart.Flight Path fan · +5%?–+25%?Presidential cycle · year-3 window (consideration) — 2026-10-01 → 2027-04-30. Context—not an order.Presidential window0255075100Mar 7Apr 1May 1Jun 1Jul 1Aug 1Sep 1Oct 1Nov 1Dec 1Jan 1 '27Feb 1Mar 1Apr 30Anthropic confidential filing — 2026-06-01Anthropic S-1 (conf.)OpenAI confidential S-1 — 2026-06-08OpenAI S-1 (conf.)SpaceX public — 2026-06-12SpaceX IPODONE · Sep 16 2026: FOMC hiked +25bp to 3.75%–4.00%. Unanimous; first hike since 2023.DONE · Fed hikeRUMOR · estimated late-2026 private raise window (working midpoint 2026-11-15) — not a trading date. News reported: WSJ ~Sep 15 2026 on private capital talk ≥$1.2T, chatter up to ~$1.5T; not a listing. May push IPO later.RUMOR · OpenAI ≥$1.2T (est. raise)ESTIMATE ONLY — Jonathan's post-midterms working guess · 2026-11-18 (mid/late Nov). Reuters: could slip past midterms; mid-October was earlier soft window. Plans can still change.EST · Anthropic IPOFOMC (mtg Oct 27–28). EXPECTED · as of Sep 17 2026: ~55–60% hold / ~40–45% +25bp (CME FedWatch / Polymarket ballpark). Not our prediction.EXPECTED · FOMCUS midterms — 2026-11-03US midtermsFOMC + SEP (mtg Dec 8–9). EXPECTED · as of Sep 17 2026: majority odds of another +25bp by/at Dec (~55–70%). Not our prediction.EXPECTED · FOMC+SEPGerstner YE checkpoint (All-In Sep 17 2026): takeoff ~$8B/mo AI lab offtake; stall ~$4B/mo; collective path ~$100B → need ≥~$180B YE 2026.YE hurdle · $8B/$180BESTIMATE ONLY — Jonathan's working guess · 2027-04-15 (Altman ruled out 2026; private-round chatter may push listing later). Not a filing or trading date.EST · OpenAI IPO

DIG-IN · RAW WEEKLY TABLE

Scores + sources

Expand any week for the full digest. Per-horse audit tables (outliers, headline pulse, III vs III′ megas split, flow trajectory) sit just below.

Week endingReadHow bubbly? · I/II/III/IVIII′ w/o megasWhy overall moved
Mixed237/400 · 75/58/58/4652II cooler on Altman hard-off + dual-CEO pacing; III soft mega-window; IV not crushed by Lipper −$32B.Mixed236/400 · 74/58/56/4850III lifts on Dangote (non-U.S. mega secondary); III′ firmer; IV still no U.S. new-entrant stampede.Mixed229/400 · 73/58/50/4845Lipper −$22B is digest color—IV holds mid without a retail stampede; CAPE keeps I elevated.Mixed238/400 · 74/60/52/5245Slight IV firming into Nvidia/Fed event risk; ARR print lifts II optics without a survey spike.Mixed236/400 · 74/60/52/5045Quiet mid-August; modest IV rebound; Anthropic ARR FOMO is II narrative (capped).Mixed236/400 · 73/62/53/4844Stabilizes after SA shock; IV still soft on new-entrant quality; Lipper is color.Retreat236/400 · 72/64/54/4644IV soft on SA→Citadel leverage unwind; II ticks as unwind becomes greater-fool evidence.Retreat235/400 · 72/60/55/4846IV into forced-sale on-ramp as AI rout deepens; I still rich on CAPE.Mixed244/400 · 74/62/56/5246IV softens on leveraged AI/chip stress (participation quality)—not a Lipper spine move.Mixed252/400 · 75/64/58/5548NDX inclusion + SK Hynix; IV softens as leverage-stress on-ramp forms.Mixed256/400 · 76/66/58/5648Holiday thinness; slight cooling; NDX inclusion on deck for III mechanics.Mixed262/400 · 76/68/60/5848Quiet fade without new megas; Lipper tech outflows = IV color only.Mixed275/400 · 77/70/64/6450Digestion after IPO peak—III/IV cool off the listing spike; CAPE keeps I elevated.Advance292/400 · 78/76/70/6850Peak Lamont-hybrid week: SpaceX primary absorbed + OpenAI S-1; III capped vs old mega-hijack; IV on new-entrant IPO demand.Advance283/400 · 77/74/66/6650III rises on Anthropic S-1 + SpaceX roadshow as secondary mega track; III′ still mid—buybacks dominate market-wide.Advance274/400 · 76/72/62/6448II/III lift on IPO-scale warnings + Series H optics; I holds on CAPE—not the $965B private mark.Advance266/400 · 76/68/60/6248II jumps on Burry/Cboe greater-fool tape; III up on SpaceX S-1 mega color without maxing market-wide net issuance.Mixed239/400 · 75/52/54/5846Sustained CAPE≥40; IV lifts on retail/IPO-watch participation ahead of paperwork.Advance232/400 · 74/50/52/5646CAPE clears ≥40 (objective I); issuance still pre-filing—III′ stays muted.Advance230/400 · 70/52/54/5446I rises toward CAPE~40; Anthropic ~$900B private mark stays off public I (valuation-race).Advance228/400 · 67/52/54/5547I ticks on CAPE/fwd P/E with Mag7 concentration as modifier only; IV firming on participation.Advance228/400 · 66/53/55/5447I firming with April CAPE rebound; Mag7 stays a modifier; III steady into analyst day.Advance227/400 · 65/54/56/5248Slight cool off headline week; III stays elevated on Apex calendar without hijacking III′.Advance230/400 · 64/56/58/5248III lifts on OpenAI close + SpaceX Apex filing as mega color—not a maxed market-wide net-issuance dial; IV steady.Mixed208/400 · 60/50/46/5240Slight IV firming on participation proxies; II hot on SaaSpocalypse; III still pre-mega.Mixed198/400 · 58/48/44/4838II up on SaaS scare narrative (capped); IV holds—Lipper −$24.8B is digest color, not the spine.Mixed200/400 · 60/45/45/5040Flat overall under Lamont-hybrid: CAPE still ~2× mean; Lipper sales are IV color only.Mixed200/400 · 60/44/46/5040—

DIG-IN · PER HORSE · SELF-VALIDATION

Sources + raw tables

Expand each dial for sourced bullets and score tables. Built so you can audit the index without leaving this page.

SERIES MEAN71
STDEV5.9
OUTLIERS |z|≥1.254

Outliers vs series mean

WeekScoreΔ why / pulseSources
Sep 1275II cooler on Altman hard-off + dual-CEO pacing; III soft mega-window; IV not crushed by Lipper −$32B.ReutersMultplMotley FoolMotley Fool Research
Sep 574III lifts on Dangote (non-U.S. mega secondary); III′ firmer; IV still no U.S. new-entrant stampede.Motley FoolMultpl
Aug 2973Lipper −$22B is digest color—IV holds mid without a retail stampede; CAPE keeps I elevated.MultplNVIDIA IR
Aug 2274Slight IV firming into Nvidia/Fed event risk; ARR print lifts II optics without a survey spike.MultplReutersTechCrunch
Aug 1574Quiet mid-August; modest IV rebound; Anthropic ARR FOMO is II narrative (capped).MultplMarketScreener / ReutersMotley Fool Research
Aug 873Stabilizes after SA shock; IV still soft on new-entrant quality; Lipper is color.MultplForbes
Aug 172IV soft on SA→Citadel leverage unwind; II ticks as unwind becomes greater-fool evidence.MultplReuters
Jul 2572IV into forced-sale on-ramp as AI rout deepens; I still rich on CAPE.MultplCNN
Jul 1874IV softens on leveraged AI/chip stress (participation quality)—not a Lipper spine move.MultplCNN
Jul 1175NDX inclusion + SK Hynix; IV softens as leverage-stress on-ramp forms.MultplMorningstar
Jul 476Holiday thinness; slight cooling; NDX inclusion on deck for III mechanics.MultplAP
Jun 2776Quiet fade without new megas; Lipper tech outflows = IV color only.YChartsMultplReuters (syndicated)Aspire / Lipper
Jun 2077Digestion after IPO peak—III/IV cool off the listing spike; CAPE keeps I elevated.APMultplBusiness Insider
Jun 1378Peak Lamont-hybrid week: SpaceX primary absorbed + OpenAI S-1; III capped vs old mega-hijack; IV on new-entrant IPO demand.APReutersCNBCMultpl
Jun 677III rises on Anthropic S-1 + SpaceX roadshow as secondary mega track; III′ still mid—buybacks dominate market-wide.ReutersMultplCNBCAnthropic
May 3076II/III lift on IPO-scale warnings + Series H optics; I holds on CAPE—not the $965B private mark.AnthropicReutersMultplYCharts+1
May 2376II jumps on Burry/Cboe greater-fool tape; III up on SpaceX S-1 mega color without maxing market-wide net issuance.BloombergMultplFortuneFortune+1
May 1675Sustained CAPE≥40; IV lifts on retail/IPO-watch participation ahead of paperwork.MultplFortune
May 974CAPE clears ≥40 (objective I); issuance still pre-filing—III′ stays muted.MultplFortuneMotley FoolMotley Fool Research
May 270I rises toward CAPE~40; Anthropic ~$900B private mark stays off public I (valuation-race).MultplCNBCReutersBloomberg+2
Apr 2567I ticks on CAPE/fwd P/E with Mag7 concentration as modifier only; IV firming on participation.Ferrante CapitalStockWireXMotley Fool ResearchMultpl
Apr 1866I firming with April CAPE rebound; Mag7 stays a modifier; III steady into analyst day.MultplMedium / Investors HandbookFerrante CapitalMotley Fool Research
Apr 1165Slight cool off headline week; III stays elevated on Apex calendar without hijacking III′.MultplMedium / Investors HandbookMultplBloomberg+1
Apr 464III lifts on OpenAI close + SpaceX Apex filing as mega color—not a maxed market-wide net-issuance dial; IV steady.OpenAIBloombergCNBCTechCrunch+2
Mar 2860Slight IV firming on participation proxies; II hot on SaaSpocalypse; III still pre-mega.Motley FoolMultplMan Group
Mar 2158II up on SaaS scare narrative (capped); IV holds—Lipper −$24.8B is digest color, not the spine.MultplValue of StockMotley Fool Research
Mar 1460Flat overall under Lamont-hybrid: CAPE still ~2× mean; Lipper sales are IV color only.Motley FoolMultplValue of StockMultpl
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