Market Analysis
S&P 500 at 5,000: Valuation Reality Check
With the S&P 500 crossing the 5,000 milestone, we run the numbers on whether current valuations are justified by fundamentals or driven by momentum.
Marcus Chen
Senior Analyst
Senior financial analyst with 12 years covering equity markets, macroeconomics, and emerging market trends. Former Goldman Sachs associate.
4
articles
Articles by Marcus Chen
Portfolio Strategy
The 60/40 Portfolio Is Not Dead — It Just Needs an Update
After a brutal 2022, the traditional 60/40 portfolio has staged a comeback. But the optimal allocation may look different in a higher-rate world.
Personal Finance
How to Build a Tax-Efficient Investment Portfolio
Tax drag can silently erode returns over time. Here's a practical framework for structuring your investments to minimize the tax burden.
Market Analysis
The Nvidia Trade: How Long Can the AI Chip Supercycle Last?
Nvidia's revenue has grown 10x in two years on the back of AI infrastructure spending. We examine the sustainability of the AI chip supercycle.