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How an Owner-Operator Turned Scarcity Into a Compounding Machine
Imagine a business that sits at the intersection of essential human demand, constrained supply dynamics, and longevity of relevance.
 • FJ Research
Commodities 2026
The FJ Research Ranking, the Bottlenecks, and the One Equity Expression for Each Theme
 • FJ Research
Glencore: Why the World’s Most Misunderstood Commodity Machine Is Worth Your Attention Right Now
Introduction
 • FJ Research
One thing is clear.
Paid members have already made far more money in a very short period of time than the 50 USD per year membership costs.
 • FJ Research
Oscar Health, ACA Subsidies, and the Market’s Misreading of 2026
I generally do not enjoy talking about politics.
 • FJ Research
This May Be One of the Most Asymmetric Opportunities for 2026
Markets move in cycles.
 • FJ Research
The Most Durable Infrastructure Asset In Europe
Every investment cycle produces a few companies that sit quietly in the background while the world gets louder around them.
 • FJ Research
Kraken Robotics: The Quiet Infrastructure War Beneath the Surface
Most investors spend their time fighting over surface level stories.
 • FJ Research
Don’t Miss What’s Happening Now
Dear FJ Research Community,
 • FJ Research
How I Decide What to Buy Next
Read this carefully.
 • FJ Research
Why Bullish Moves to the Front of My Watchlist - $BLSH
Bullish continues to evolve into one of the most compelling financial infrastructure stories in the market.
 • FJ Research
I sold one position today
The market is shaking again and this is the moment when serious investors quietly make their biggest moves.
 • FJ Research
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