Skip To Main Content
Leo Nelissen on Muck Rack

Leo Nelissen

Netherlands
As seen in: Main Street Alpha, Seeking Alpha, MSN, Flipboard, Trading View, NewsBreak, citybizlist: Washington DC, citybizlist: Baltimore, Our Community Now, citybiz, Zephyrnet
Obsessed with markets and the big picture. Macro, stocks, and whatever the economy is trying to tell us. Main Street Alpha / GNG Research / Seeking Alpha
Is this you? As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work. Claim your profile

Get in touch with Leo

Contact Leo, search articles and posts on X, monitor coverage, and track replies from one place.

Learn more about Muck Rack

Actions

Share this page

Is this you?

As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.
Claim your profile

Articles

My Biggest Warning For Anyone Who Owns The S&P 500

|
By Leo Nelissen
| Seeking Alpha
Oct 04, 2026, 7:30 AM ET, , , , , , , , , , Summary The S&P 500 delivered exceptional 15-year returns, but its primary return engines—low rates and earnings growth—are now weakening. Rising bond yields create a compelling alternative, erasing the easy outperformance stocks enjoyed since the Great Financial Crisis. Current market gains are heavily reliant on Big Tech and AI, making the index top-heavy and vulnerable if earnings disappoint.
Open in Who Shared Issue with article?

At $5 Million, I'd Still Worry About Retirement Income

|
By Leo Nelissen
| Seeking Alpha
Oct 02, 2026, 7:30 AM ET, , , Summary A $5 million portfolio can fund early retirement, but only with disciplined spending, inflation protection, and strategic asset allocation. Spending needs, inflation risk, and sequence of returns risk must be stress-tested for any retirement plan, regardless of portfolio size. Yield alone is insufficient; blending T-bills, TIPS, growth-yield equities like MPLX, and low-payout growers like ICE is essential.
Open in Who Shared Issue with article?

Where I'd Put My Next $10,000 In Stocks

|
By Leo Nelissen
| Seeking Alpha
Sep 29, 2026, 7:30 AM ET, , , , , , , , , , , , , , , Summary I favor hyperscalers like Amazon and Alphabet over their suppliers due to AI buildout bottlenecks and superior cash flow resilience. AI infrastructure delays and financing risks may slow mid-term growth, benefiting well-capitalized hyperscalers while tempering expectations for suppliers and semiconductors.
Open in Who Shared Issue with article?
See all 3,673 articles