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This article was written byFollowLeo 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…

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This article was written byFollowAlan Brochstein, CFA has been contributing articles to Seeking Alpha since 2007. He has worked on the sell-side and the buy-side in fixed-income and on the buy-side in equities. Alan got his start as a financial professional in the securities industry…

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