The Market Is Missing The Biggest Economic Shift Of 2026

One of my favorite charts so far this year is the one below, which simply shows the S&P 500. Despite all the drama we’ve gone through, the index has been in a mildly volatile sideways trendLeo 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 cash-flow potential. Leo also writes for Main Str ...