Eoin Treacy on Muck Rack

Eoin Treacy

As seen in: Fuller Treacy Money, Investing.com, BBC Good Food, MoneyWeek, MoneyShow, Motorsport Ireland, Rev.ie, Dispatchist
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Articles

Big Picture Long-Term Global Outlook July 10th 2026

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By Eoin Treacy
| Fuller Treacy Money
Fuller Treacy Money Podcast Daily analysis of major global markets 20 mins Big Picture Long-Term audio on Fridays 1 hour Daily analysis of major global markets 20 mins Big Picture Long-Term audio on Fridays 1 hour
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Memory Market Trends, Wheat Rebounds On Russia Threat, Meta Starts A Price War

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By Eoin Treacy
| Fuller Treacy Money
The memory question. Three years ago, memory prices were in the doldrums and companies were cutting investment. Then AI arrived. Demand jumped, jumped again, and then it surged. Today, there is an acute shortage of memory chips and a race is on to build more capacity. Let’s put some numbers on that. As of 2025 global supply of DRAM wafers was 2.25 million per month. South Korea’s heavyweights Samsung Electronics and SK Hynix are heavily investing today to double production of DRAM memory.
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How To Invest In Natural Gas, Cosmetics In Flux, China Buying Soybeans

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By Eoin Treacy
| Fuller Treacy Money
Email of the day on how best to invest in natural gas Eoin, what are some of the best vehicles for investing in natural gas? (Excluding futures) I’ve followed UNG, but wonder is there a better vehicle? Thank you. Thanks for this question which comes from time to time. The answer is literally anything else is better than UNG. The fund holds futures and does not appear to manage the roll of the contracts very effectively. The normal condition in the futures market is contango.
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