The Old Playbook Is Dead - And Wall Street Has To Adapt

Core Insights - The article emphasizes the importance of macroeconomic analysis combined with bottom-up stock research to identify durable businesses with strong cash-flow potential [1]. Group 1 - The author, Leo Nelissen, is a long-term investor and macro-focused strategist with a focus on dividend growth and high-quality compounders [1]. - The article discusses the significance of structural investment themes in the current market environment [1]. - It highlights the author's approach of combining big-picture macro analysis with detailed stock research to uncover investment opportunities [1].