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The Market You Know Is Gone: How I'm Positioning For What's Next
Seeking Alpha· 2026-02-06 12:30
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 .Before we get to the main part, I have to briefly discuss the many direct messages and comments I have gotten in recent weeks and days. As some of you may have noticed, I have missed a few days every now andLeo Nelissen is a long-term investor and macro-focused strategist with a ...
Energy, Metals, And Infrastructure: Where Wall Street Will Be 'Forced' To Invest Next
Seeking Alpha· 2026-01-14 12:30
Group 1 - The article emphasizes the transformative potential of AI technology, highlighting its significance beyond being a trendy topic or producing impressive tech [1] - Leo Nelissen is identified as a long-term investor and macro-focused strategist, with a focus on dividend growth and high-quality compounders [1] - The approach combines macro analysis with bottom-up stock research to identify businesses with strong cash-flow potential [1] Group 2 - The article mentions that Leo Nelissen also contributes to Main Street Alpha, where he provides in-depth research and actionable investment ideas for long-term investors [1]
My 2026 Market Call: The Fed Shift I Don't Think Most Investors Are Ready For
Seeking Alpha· 2025-12-05 12:30
Group 1 - The article emphasizes the importance of understanding major economic developments related to supply chains, infrastructure, and commodities, which are currently significant topics in the investment landscape [1] - Leo Nelissen is identified as an analyst who focuses on these economic developments and aims to provide insightful analysis and actionable investment ideas, particularly in dividend growth opportunities [1] Group 2 - The content promotes a research service that includes various investment vehicles such as REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs, highlighting the potential for income alternatives [1]
The One Chart Every S&P 500 Investor Needs To See Right Now
Seeking Alpha· 2025-11-08 12:30
Core Insights - The article discusses the importance of understanding long-term purchasing power and its implications for investment strategies [1]. Group 1: Analyst Background - Leo Nelissen is an analyst focused on major economic developments related to supply chains, infrastructure, and commodities [1]. - He is a contributing author for iREIT®+HOYA Capital, aiming to provide insightful analysis and actionable investment ideas, particularly in dividend growth opportunities [1]. Group 2: Investment Opportunities - The article emphasizes the significance of dividend growth opportunities as a key area for potential investment [1].
My Favorite 2-Stock Combo For The Next Decade
Seeking Alpha· 2025-10-27 11:30
Core Insights - The article emphasizes the importance of in-depth research on various income alternatives including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] Group 1 - The article took a considerable amount of time to prepare due to the complexity and numerous thoughts surrounding the topic [1] - The author has a beneficial long position in the shares of AR and AM, indicating a personal investment interest [1]
My Boldest Bet Yet: The Power And Infrastructure Boom No One's Ready For
Seeking Alpha· 2025-10-20 12:57
Group 1 - The article emphasizes the importance of in-depth research on various income alternatives, including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs, highlighting the value of joining iREIT on Alpha for comprehensive insights [1] - It mentions that 2025 is expected to be a significant year for important developments, indicating a focus on macroeconomic trends and their implications for investment strategies [1] Group 2 - The article does not provide specific financial data or performance metrics related to companies or industries [2]
Why I'm Betting 75% Of My Portfolio On America's Future
Seeking Alpha· 2025-10-08 11:30
Group 1 - The article discusses the attention garnered by the sitting president of the United States, Donald Trump, due to the government's involvement in taking stakes in certain US companies [1]. Group 2 - The article does not provide specific financial data or performance metrics related to the companies mentioned, focusing instead on the broader implications of government actions on the market [1].
The Wildest Market Prediction I've Ever Made
Seeking Alpha· 2025-10-06 11:30
Core Insights - OpenAI has launched a new video generation model named Sora, which was introduced through a fully AI-generated video [1] Group 1: Company Developments - The launch of Sora marks a significant advancement in AI technology, showcasing OpenAI's capabilities in video generation [1] Group 2: Market Implications - The introduction of AI-generated content could influence various sectors, including media and entertainment, by providing new tools for content creation [1]
Social Security Is Broken: 4 Stocks I'd Bet My Retirement On Today
Seeking Alpha· 2025-09-12 11:30
Group 1 - Social Security is projected to be technically insolvent by 2033, which poses a risk of automatic 23% benefit cuts for retirees [1] - The research from the CATO Institute highlights the urgency of addressing the financial sustainability of Social Security [1]
I've Bet 25% Of My Portfolio On This Idea - And It's Just Beginning
Seeking Alpha· 2025-09-11 11:30
Group 1 - The article promotes iREIT on Alpha as a source for 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 rated 5 stars, indicating a strong reputation in the market [1] Group 2 - The article includes a disclosure from the analyst stating a beneficial long position in the shares of TPL and LB, indicating potential vested interests [2] - It clarifies that the opinions expressed are personal and not influenced by compensation from any company mentioned [2] Group 3 - Seeking Alpha emphasizes that past performance does not guarantee future results, indicating a cautious approach to investment advice [3] - The platform clarifies that it does not act as a licensed securities dealer or investment adviser, highlighting the independent nature of its analysts [3]