Before The Crowd Sees It, I'm Positioning For A Super Bullish New Year
Seeking Alpha·2025-12-10 12:30
Group 1 - The article discusses the smoothed U.S. recession probability, highlighting periods of recession marked in grey on a chart [1] - The chart is noted for its simplicity and effectiveness in conveying economic trends [1] Group 2 - Leo Nelissen is identified as an analyst focusing on economic developments related to supply chains, infrastructure, and commodities [2] - The analysis aims to provide actionable investment ideas with a focus on dividend growth opportunities [2]