Core Insights - The year is approaching its end, prompting evaluations of performance in various sectors [1] Group 1: Analyst Focus - Leo Nelissen specializes in analyzing major 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] Group 2: Investment Research - iREIT on Alpha offers in-depth research covering REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives [1]

Core Insights - The Federal Reserve has cut interest rates again, a move that was widely anticipated by the market [1] Group 1: Economic Developments - The interest rate cut by the Fed is not considered groundbreaking news, as it was expected by most observers [1] Group 2: Analyst Contributions - Leo Nelissen is an analyst focusing on economic developments related to supply chains, infrastructure, and commodities, providing insights and actionable investment ideas [2]

Core Insights - The article emphasizes the lack of investment in Big Tech by the author, highlighting a portfolio consisting of 16 stocks, none of which belong to the information technology sector [1]. Group 1 - The author promotes a research platform, iREIT on Alpha, which provides in-depth analysis on various income alternatives including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1]. - The platform has received 438 testimonials, with most rated 5 stars, indicating a high level of user satisfaction [1]. Group 2 - Leo Nelissen is identified as an analyst focusing on economic developments related to supply chains, infrastructure, and commodities, contributing to iREIT®+HOYA Capital [2]. - The analysis provided by Nelissen aims to deliver actionable investment ideas, particularly in dividend growth opportunities [2].

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 .What we see is the smoothed U.S. recession probability. The grey areas are periods that saw a recession. As weThe chart below is one of my all-time favorites. Simply because of how "silly" it is.Leo Nelissen is an analyst focusing on major economic developments related to supply ...

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 .As much as I care about 2026, I think we should mainly focus on the bigger picture instead of trying to figure out what 2026Leo Nelissen is an analyst focusing on major economic developments related to supply chains, infrastructure, and commodities. He is a contributing author f ...

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 .It’s time for another deep dive into what I consider one of the most important topics at the moment, a topic that combines a number of heavyweight themes we have spent a lot of timeLeo Nelissen is an analyst focusing on major economic developments related to supply chains, infra ...

Group 1 - The article emphasizes the importance of in-depth research on various income alternatives, including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] - It highlights the positive feedback from users, with 438 testimonials, most of which are rated 5 stars, indicating a strong user satisfaction [1] Group 2 - Leo Nelissen is identified as an analyst focusing on significant economic developments related to supply chains, infrastructure, and commodities, contributing to actionable investment ideas [2] - The analysis particularly emphasizes dividend growth opportunities, suggesting a focus on income-generating investments [2]

Core Insights - The next three years are deemed crucial for investors due to anticipated phases of disruption in the economy and stock market [1] Group 1: Analyst Background - Leo Nelissen specializes in economic developments related to supply chains, infrastructure, and commodities, providing analysis and investment ideas focused on dividend growth opportunities [2] Group 2: Analyst's Position - The analyst holds a long position in shares of CME, UNP, ODFL, AR, and AM through various financial instruments, indicating a personal investment interest in these companies [3]

Core Insights - Berkshire Hathaway has made a surprising investment by purchasing shares of Alphabet in the third quarter [1] Group 1: Company Actions - Berkshire Hathaway's acquisition of Alphabet indicates a strategic move into the technology sector, reflecting confidence in Alphabet's long-term growth potential [1] Group 2: Analyst Insights - The analysis emphasizes the importance of dividend growth opportunities, suggesting that investments in companies like Alphabet may align with this strategy [1]

Group 1 - The article discusses the investment potential of Brookfield Corp. and Enbridge, highlighting their diversified business models and the ability to build a comprehensive investment portfolio around them [1] - The author emphasizes the importance of dividend growth opportunities in the analysis of these companies, indicating a focus on income-generating investments [1] Group 2 - The article is part of a broader research initiative by iREIT on Alpha, which aims to provide in-depth analysis on various income alternatives including REITs, mREITs, and ETFs [1] - The author, Leo Nelissen, specializes in major economic developments related to supply chains, infrastructure, and commodities, contributing to the investment insights provided [1]