December's here. So what's it gonna be – a festive pump or a harsh wake-up call?

One global investment analyst's dropping some interesting takes. Sure, everyone's still obsessed with the AI narrative. But here's the thing: there's way more cooking beneath the surface.

The market's loaded with opportunities people aren't even looking at. While the crowd chases the same AI plays, seasoned money managers are spotting value in overlooked corners.

Think about it. Year-end positioning. Holiday liquidity shifts. Institutional rebalancing. It's not just about whether Santa shows up for markets this time.

The real question? Are investors prepared to look beyond the obvious? Because if history's taught us anything, it's that the best moves happen when everyone's staring in the wrong direction.

December could surprise. Or it could humble. Either way, those paying attention to the full picture – not just the AI hype cycle – might find themselves in a better spot when January rolls around.