This Is A Market Where Big Money Is Made And Most Miss It

I believe we are at an incredibly weird/tricky part of the market cycle. I’m obviously talking about the rotation, which I covered multiple times last week (and countless times in 2025). As most of you will know by now, that thesis has started toLeo Nelissen is a long-term investor and macro-focused strategist with a passion for dividend growth, high-quality compounders, and structural investment themes. He combines big-picture macro analysis with bottom-up stock research to identify durable businesses with ...