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This Is Not A Normal Rotation - It's A Regime Change
Seeking Alpha· 2026-02-25 12:30
I don’t have the data to back it up (what a way to start an article), but I believe the market, in general, has become much more challenging compared to what we have been dealing with before the pandemic.Leo 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 writ ...