Structural Investment Themes
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Inflation Is Coming Back - Here's Where I'm Buying Pricing Power
Seeking Alpha· 2026-02-10 12:30
As the risk pyramid below shows, the answer is that stocks are riskier. After all, if I have $100 in stocks and $100 in cash, my $100 in cash will still be $100 in cash afterLeo 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, wher ...
This Isn't An AI Bubble - It's An $85 Trillion Infrastructure Boom
Seeking Alpha· 2026-01-29 12:30
Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .However, to me, it feels like it has been in an age of exponential/explosive growth for years. I'm not referring to general GDP growth, but to specific developments. OnceLeo Nelissen is a long-term investor and macro-focused strategist with a passion for dividend growth, high-qu ...