The Market Isn't Broken - It's Rotating, And I'm Positioning For What's Next
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Leo NelissenInvesting GroupFollow5ShareSavePlay(18min)CommentsSummaryThe U.S. public equity universe has halved since the 1990s, with many top opportunities now in private markets.High-profile private firms like SpaceX, Databricks, and Figure AI have seen explosive valuation growth inaccessible to public investors.Companies are going public later, with the average IPO age now 15 years, limiting early-stage public market participation.Access to transformative tech investments is increasingly restricted, creating a two-tiered market dynamic that challenges traditional public equity strategies. Lisa-Blue/iStock via Getty Images Introduction At the end of last week, I read an interesting article from The Wall Street Journal, which had the title "Inside the Invitation-Only Stock Market for the Wealthy." Initially, it was just one ofThis article was written byLeo Nelissen48.11K FollowersFollowLeo Nelissen is an analyst focusing on major economic developments related to supply chains, infrastructure, and commodities. He is a contributing author for iREIT®+HOYA Capital.As a member of the iREIT®+HOYA Capital team, Leo aims to provide insightful analysis and actionable investment ideas, with a particular emphasis on dividend growth opportunities. Learn More.Analyst’s Disclosure:I/we have a beneficial long position in the shares of UNP, CP, ODFL, QXO, REXR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.