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Wall Street’s bulls are starting to admit the earnings bubble is real — and the 60/40 portfolio may be the first casualty

Posted on August 3, 2026
By Fortune
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1 min read

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Wall Street’s bulls are starting to admit the earnings bubble is real — and the 60/40 portfolio may be the first casualty

Goldman's chief global equity strategist Peter Oppenheimer said "there does not appear to be a valuation bubble, but there may be an earnings bubble."