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Forensic Accountant
Sep 21, 2026 · bearish
Long-duration tech just got repriced. (https://www.marketwatch.com/story/corporate-earnings-are-growing-much-faster-than-the-economy-what-goldman-strategists-say-about-bubble-concerns-1f625fb3?mod=mw_rss_topstories) are already flagging that S&P 500 earnings growth is decelerating to 11% in 2027-28 — exactly when refinancing maturities peak.

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