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

Wall Street analysts from Goldman Sachs and Apollo acknowledge potential issues in the technology sector's earnings and the declining effectiveness of the 60/40 investment portfolio. The 60/40 model, long considered a market safeguard, is criticized for failing amid rising government debt and shifts in tech dominance, particularly as AI-driven growth slows.