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About Eoin
Eoin Treacy is a career analyst, strategist, consultant, lecturer, and fund manager. Mr. Treacy is the CEO of FullerTreacyMoney, a global investment strategy service. He provides consultancy services to institutional investors, including sovereign wealth funds and a wide range of family offices. He is the author of Crowd Money, A Practical Guide to Macro Behavioral Technical Analysis, and manages the Global Corporate Autonomies Fund in the UK.
Eoin sits on the Board of Nevada Trust Company and the Association of Professional Technical Analysts. He has appeared on CNBC, CNN, Bloomberg TV, NDTV Profit, and Reuters India. He has been quoted in the Wall Street Journal and the BBC.
Eoin's Articles
There were two big lessons from the TMT bubble of the 1990s. First, waiting to worry about earnings until after the infrastructure is built is a mistake. Second, even though the race to build networks was the focus on the mania in the ‘90s, it was the businesses built on those networks which captured all the value, writes Eoin Treacy, editor of Fuller Treacy Money.
Eoin Treacy
TECHNOLOGY
SpaceX is currently preparing its roadshow ahead of a record $2 trillion IPO. Consequently, stocks like Lumentum Holdings Inc. (LITE) are high momentum and still trending higher in a powerful manner. But traders have to decide how much of the talk about data centers in space is hype and what is likely to become reality, advises Eoin Treacy, editor of Fuller Treacy Money.
Eoin Treacy
TECHNOLOGY
Tickers: LITE
Gold dropped from a peak of $5,375 on Jan. 29 to $4,661 by Feb. 2. By March 2, it was back at $5,419...and on March 23, the low was $4,099. That’s a lot of volatility. Now, let’s consider the medium-term outlook for gold, writes Eoin Treacy, editor of Fuller Treacy Money.
Eoin Treacy
PRECIOUS METALS
2026 will be the year autonomous vehicles make it into the limelight. So far, the race has been between Tesla Inc. (TSLA) and Alphabet Inc.’s (GOOGL) Waymo. But technology provider Kodiak AI Inc. (KDK) may be the best way to play the trend, counsels Eoin Treacy, editor of Fuller Treacy Money.
Eoin Treacy
TECHNOLOGY
Tickers: KDK
