The Current Market Rotation - One Of The Biggest Disruptions In Generations

Today's article, like many in recent months, is about the rotation. Initially, the rotation was mainly based on higher inflation and broadening growth expectations, something ILeo 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 Street Alpha, wh ...