Core Insights - The article emphasizes the importance of in-depth research on various income-generating investment vehicles such as REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] Group 1: Analyst Background - Leo Nelissen is identified as an analyst focusing on significant economic developments related to supply chains, infrastructure, and commodities [2] - He is a contributing author for iREIT®+HOYA Capital, aiming to provide insightful analysis and actionable investment ideas, particularly in dividend growth opportunities [2] Group 2: Analyst's Position - The analyst has disclosed a beneficial long position in shares of AM, UNP, RTX, and REXR through stock ownership, options, or other derivatives [3] - The article expresses the analyst's own opinions and indicates that no compensation is received for the article, aside from Seeking Alpha [3] Group 3: Disclosure Information - Seeking Alpha clarifies that past performance is not indicative of future results and does not provide recommendations or advice on investment suitability [4] - The views expressed may not reflect those of Seeking Alpha as a whole, and the analysts are third-party authors, including both professional and individual investors [4]

Core Insights - The article emphasizes the importance of in-depth research on various income-generating investment vehicles, including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs, highlighting the value of a free trial for potential investors [1]. Group 1 - The analyst Leo Nelissen focuses on major economic developments related to supply chains, infrastructure, and commodities, aiming to provide insightful analysis and actionable investment ideas [2]. - The analysis particularly emphasizes dividend growth opportunities, indicating a strategic focus on income generation for investors [2]. Group 2 - The article includes disclosures regarding the analyst's lack of positions in the mentioned companies, ensuring transparency in the analysis provided [3]. - It also clarifies that past performance does not guarantee future results, and no specific investment recommendations are made, maintaining a neutral stance on investment suitability [4].

Core Insights - Supply chains were primarily designed for volume movement rather than addressing complex questions [1] Group 1 - The traditional focus of supply chains has been on efficiency and volume rather than strategic problem-solving [1]

Tariffs and Trade Policy - The administration believes tariffs are not a tax on U S companies but a form of leverage against foreign countries that depend on the U S market [7][8][24] - The administration argues that countries with trade deficits with the U S depend on the U S economy and therefore bear the cost of tariffs by reducing prices [9][25] - The administration asserts that tariffs are a tool to rebalance global trade and bring back manufacturing and supply chains to the U S [19][5][14] - The administration views tariffs as a "beautiful thing" and a "dial for leverage" to negotiate trade deals and address non-tariff barriers [18][20][21] - The administration claims that tariffs have not caused inflation and are bringing investment into the U S [11][26] Manufacturing and Supply Chains - The administration acknowledges that bringing back manufacturing and supply chains takes time, similar to the time it took for China to build its manufacturing base [4][13][14] - The administration aims to bring back both factories and supply chains to the U S, emphasizing the national security aspects of domestic production [5][14] - The administration suggests that construction jobs will come first, followed by manufacturing jobs, as investment increases [6] Economic Outlook - The speaker expressed optimism about the economy, predicting the Dow Jones Industrial Average would reach 50,000 [16] - The administration is focusing on reducing inflation by addressing key areas such as housing, healthcare, and food [17] - The administration anticipates a great year in 2026, with tariffs playing a significant role in bringing investment [17][18]

The power of China’s industrial chokeholds was shown in 2025. The country’s share of global manufacturing value added exceeds one-third, giving it the power to disrupt supply chains overnight https://t.co/dOV5xb52l5 ...

Group 1 - The article emphasizes the importance of in-depth research on various investment vehicles such as REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs, highlighting the value of joining iREIT on Alpha for comprehensive insights [1] - The analyst Leo Nelissen focuses on major economic developments related to supply chains, infrastructure, and commodities, aiming to provide actionable investment ideas with a particular emphasis on dividend growth opportunities [1] Group 2 - The article includes a disclosure from the analyst indicating a beneficial long position in shares of specific companies, which reflects the analyst's personal investment strategy [2] - It is noted that past performance is not indicative of future results, and no specific investment recommendations are provided, emphasizing the independent nature of the opinions expressed [3]

Economic Momentum and Job Growth - The U.S. is entering 2026 with strong economic momentum, with a 15% increase in capital expenditure, which historically leads to job growth [2][3] - President Trump is expected to address the nation regarding his economic priorities for the upcoming year [3] Tariffs and Trade Policy - The Supreme Court is set to make significant decisions regarding President Trump's emergency use of tariffs, which could have major implications for the economy [5][6] - The imposition of tariffs is viewed as a national security measure, aimed at countering the mercantilism of countries like China [11][14] - Mexico has recently voted to impose tariffs on Chinese goods, reflecting a broader shift among U.S. allies towards similar trade protections [18][19] Global Trade Strategy - The trade team is encouraging countries like Mexico and Europe to adopt tariff protections similar to those of the U.S. to combat global mercantilism [18] - The coordinated global strategy against China's trade practices is emphasized, indicating that the U.S. is not acting alone in its trade policies [19] Economic Predictions - There is optimism regarding the potential for the Dow to reach 50,000, with a call for patience regarding the implementation of the Trump administration's economic agenda [23]

Core Insights - The article discusses the exclusive nature of a stock market that is invitation-only, primarily catering to wealthy investors [1]. Group 1: Market Overview - The article highlights a growing trend where high-net-worth individuals have access to a private stock market, which is not available to the general public [1]. - This market is characterized by its focus on unique investment opportunities that are often not found in traditional public markets [1]. Group 2: Analyst Contributions - Leo Nelissen is identified as an analyst who specializes in economic developments related to supply chains, infrastructure, and commodities, contributing to the understanding of this exclusive market [1]. - The analysis aims to provide actionable investment ideas, particularly emphasizing dividend growth opportunities for investors [1].

EU-China Trade Relations - EU is in close contact with China's Foreign Trade Minister regarding general licenses [1] - Initial reports suggest EU industry is receiving general licenses from China, but more granular information is needed for full evaluation [2] - China was receptive to EU arguments that the initial licensing process (set up in April) was too intrusive, requiring excessive information about supply chains [2] - A "hotline" has been established with Minister Wang Wentao for priority cases [3] Supply Chain Concerns & Mitigation - Worried CEOs of EU companies expressed concerns about the lack of permanent magnets and legacy chips [3] - The instability in global supply chains is a challenge [4] - European industry should prepare to pay a "security premium," stockpile, and diversify [4][5] - Dependencies are costly, and this is included in the new communication on economic security [5]

Market Dynamics - Fertilizer stocks experienced a surge following reports of drone strikes on two fertilizer plants in western Russia [1] - Concerns are rising that geopolitical tensions could disrupt supply chains for key crop nutrients [1]