My Picks To Monetize Today's Market Chaos
Seeking Alpha·2026-02-18 12:30

I have covered the market from countless angles in recent months. Especially in recent weeks, we have spent a lot of time on AI disruption, widening economic growth, and the cyclical growth recovery that has propelled my portfolio to newLeo 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 strong c ...