My Picks To Monetize Today's Market Chaos

Leo Nelissen49.73K FollowersFollow5ShareSavePlay(15min)CommentsSummaryCME Group, Miami International Holdings, and Western Midstream Partners are my top picks for navigating current market volatility.CME and MIAX offer exposure to volatility-driven trading volumes, with CME providing reliable income and MIAX delivering high-growth potential through market share gains.WES stands out as a stable, high-yield income grower in the Permian Basin, with an 8.4% yield and robust free cash flow coverage.AI CapEx dynamics, the unwinding Japanese carry trade, and sector-specific risks demand a balanced approach blending volatility plays and defensive assets.

Getty Images Introduction I have covered the market from countless angles in recent months. Especially in recent weeks, we have spent a lot of time on AI disruption, widening economic growth, and the cyclical growth recovery that has propelled my portfolio to newThis article was written byLeo Nelissen49.73K FollowersFollowLeo Nelissen is a long-term investor and macro-focused strategist with a passion for dividend growth, high-quality compounders, and structural investment themes. He combines big-picture macro analysis with bottom-up stock research to identify durable businesses with strong cash-flow potential. Leo also writes for Main Street Alpha, where he publishes deeper-dive research and actionable investment ideas for long-term investors.Analyst’s Disclosure: I/we have a beneficial long position in the shares of CME, MIAX, TPL, LB 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.