Group 1 - The article emphasizes the importance of understanding macro trends and their influence on asset prices and investor behavior [1] - It highlights the author's expertise in equity analysis, macroeconomics, and risk-managed portfolio construction, with a focus on multi-asset strategies [1] - The goal of sharing insights on platforms like Seeking Alpha is to empower investors and promote confidence in long-term investing [1] Group 2 - The article does not provide specific company or industry analysis, focusing instead on the author's background and investment philosophy [2]