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

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.

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.

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

Trigger Point Trader Alert – Sell HDFC Bank, Reliance Industries, American Airlines and Frontier Group Holdings Name: HDFC Bank Ticker: HDB US Recommended at: $24.74 Final value will be the closing trade for July 9th. Running P&L: 5.7% Name: Reliance Industries Ticker: RIGD LN Recommended at: $55.30 Final value will be the closing trade for July 9th Running P&L:…

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

There has been a great deal of discussion in the media about how profitable President Trump’s personal trading has been over the last year as well as how active he has been. Here is how he describes his success:| “You know ⁠why ​I’m profiting? Because the ​stock market’s going up, everybody’s profiting,” Some will argue that half the population are active in the stock market. That is true because the bottom half of the income spectrum own a collective 1% of all outstanding stocks.

“War is the continuation of politics by other means” is one of Carl von Clausewitz’s most famous adages. I think it is particularly relevant today since the attacks on ships in the Strait of Hormuz were obviously aimed at making a point. The counterstrikes on 80 Iranian targets and reimposition of sanctions on Iran selling oil sent a message too.

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

Strife is picking up again in the Strait of Hormuz. That is the primary reason for the more risk-off mode in global stocks today. Brent crude spent most of February ranging just below $70. It broke higher as an immediate response to the beginning of hostilities with Iran. In very simple terms, if a sub $70 price level reflected the global reality of supply and demand before the attacks, it is reasonable to expect it will be an area of support since now there is an additional risk premium.