The End of an Era: When the Market's Golden Age Fades to Gray The investing world has long been built on two pillars: the 60/40 portfolio and the dominance of tech giants.
For over four decades, these twin assumptions have guided investors through market turmoil, but a growing chorus of voices is warning that both may be crumbling.
In recent weeks, influential analysts such as Goldman Sachs' Peter Oppenheimer and Apollo's Torsten Slok have sounded the alarm on what they see as an "earnings bubble" in the tech sector.