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About Eoin
Eoin Treacy is a world-renowned global strategist, fund manager, consultant, author, and presenter. He is editor of the Rogue Portfolio, strategist at FullerTreacymoney, director at Nevada Trust Company, and investment director at Southbank Research. Mr. Treacy's approach to markets incorporates a novel macro behavioral matrix and heavily features crowd psychology as a timing tool for markets. He has been regularly interviewed and quoted in Bloomberg TV, CNBC, NDTV, CCTV, and The Wall Street Journal.
Eoin's Articles
We live in interesting times. The price of gold is up more than the S&P 500 this year. Gold is rallying despite the rebound in the US dollar. Bond yields are currently rebounding and yet gold is still strong, too. So, what is going on? And how can Alamos Gold Inc. (AGI) help you profit? Here are my thoughts, explains Eoin Treacy, editor of Fuller Treacy Money.
Eoin Treacy
PRECIOUS METALS
Tickers: AGI
A yield curve inversion does not in itself cause a recession. However, it reflects the kinds of conditions that lead to recessions, which is why it is so widely followed. But several factors have mitigated recessionary concerns on this occasion, advises Eoin Treacy, editor of Fuller Treacy Money.
Eoin Treacy
BONDS
Commercial real estate (CRE) risks are clear. A solid percentage of people now insist on working from home, for at least part of the time, and some companies are not fully remote. The loss of tenants in downtown areas represents a fall in foot traffic and a decline in taxation, and it inflates risk ratios. And yet, large financial firms like The Goldman Sachs Group Inc. (GS) are trading well, explains Eoin Treacy, editor of Fuller Treacy Money.
Eoin Treacy
FINANCIALS
I was at a dinner party recently and was seated next to a plastic surgeon. During our conversation, he said this is the first time he has seen a downswing in his business and attributed it to the impact of inflation and reduced spending power. Walmart Inc. (WMT) suddenly succeeding in attracting more affluent customers to its stores and ecommerce site are probably also a reflection of changing priorities as credit conditions tighten, advises Eoin Treacy, editor of Fuller Treacy Money.
Eoin Treacy
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