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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

fm-term-meta-233910339-mutual-fund | FORTUNE · 1h ago · 🇺🇸 United States

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."

Read the full story at fm-term-meta-233910339-mutual-fund | FORTUNE →

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