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Source document· March 18, 2026

Leon Cooperman warns markets are 'too expensive' as war raises questions about investing rules and stagflation fears

View original at finance.yahoo.com
Leon Cooperman warns markets are 'too expensive' as war raises questions about investing rules and stagflation fears Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below…
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  • Warning about concerning outlook for U.S. stocks that raises alarm bells for retirees

    60% confidence
  • Geopolitical tensions and political instability are creating uncertainty that markets are not properly pricing

    60% confidence
  • Nearly 50% of Americans are making one big Social Security mistake

    60% confidence
  • Markets are too expensive given geopolitical tensions and lack of leadership and integrity in Washington

    60% confidence
  • Markets are too expensive given geopolitical tensions and political instability

    60% confidence
  • Traditional 60/40 portfolio diversification and rebalancing strategies are not protecting portfolios due to shifted correlations

    60% confidence
  • The stock market is not discounting the uncertainty of the environment in a proper manner

    60% confidence
  • Vanguard outlook for U.S. stocks is raising alarm bells for retirees

    60% confidence
  • The stock market is not discounting the uncertainty of the environment in a proper manner

    60% confidence
  • Markets face growing risk of stagflation - combination of persistent inflation and slowing growth

    60% confidence
  • Nearly 50% of Americans are making one big Social Security mistake

    60% confidence
  • Traditional rebalancing between equities, bonds, inflation-linked bonds and gold is not protecting portfolios due to shifted correlations

    60% confidence
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Q4 2026 Clinical Catalyst Season: Big-Pharma Data Flow, Regulatory Milestones, and a Thin AI-Drug Fringe
October 2026 conferences (EASD, IGCS, NACFC, HFSA) are producing a dense run of late-stage readouts from Novo Nordisk, Lilly, Roche, Bayer, Vertex and Galderma. Regulatory milestones are scheduled behind them: the ivonescimab BLA PDUFA date on 2026-11-14, FDA acceptance of Roche's vamikibart BLA, and Scholar Rock's EMA resubmission. The AI-and-finance angle is peripheral. It consists of the AI-designed drug Rentosertib and QAIAx, a speculative microcap whose trial claims (the QIII pilot, anticipated 2027-01-01, and a patent update) are forecasts and filings rather than data, so they warrant skepticism.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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