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Gold as a Last Resort? Risks at Blackstone, Core Investment in Barrick Mining, and Top Opportunity in Lahontan Gold
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Crisis as Catalyst: Deutsche Bank, Commerzbank, UniCredit, RE Royalties, and PayPal in Focus
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Takeovers, Drone Potential, Full Pipeline: Rheinmetall, DroneShield, and First Hydrogen in Focus
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A Stock Picker's Paradise: DRC Gold, Verbio, and Mutares - Which Stock Is Poised to Surge Next?
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Almonty Industries: The Tungsten Dominator of the West
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Gold as a System Anchor: Desert Gold as a Hidden Opportunity, Challenges at Blue Owl Capital and Newmont
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Looking for a Portfolio Booster? Why Power Metallic Mines is the Diamond in the Commodities Jungle
Commented by Nico Popp on March 27th, 2026 | 09:15 CET
Gold as a Last Resort? Risks at Blackstone, Core Investment in Barrick Mining, and Top Opportunity in Lahontan Gold
The financial markets are at a critical juncture. While the global economy has long hoped for a soft landing, warning signs from the private credit market and record global debt of around USD 350 trillion are revealing the fragility of the credit-based system. According to data from the World Gold Council (WGC), total demand for gold exceeded the 5,000-ton mark for the first time in 2025. This drove the total volume of the gold market to USD 555 billion, representing a 45% increase. While this development is also due to rising prices, it is nonetheless impressive. Even after the recent correction, the precious metal remains in demand: central banks purchased around 863 tons in 2025, while index funds absorbed 801 tons. Analysts at JPMorgan and Goldman Sachs raised their price targets, in some cases above the USD 6,000 mark. In this complex landscape, the connections between the financial industry and precious metals become particularly interesting. While giants like Blackstone grapple with mounting challenges, mining companies such as Barrick Mining are benefiting from the flight to tangible assets. However, the standout opportunity for investors lies with the explorer Lahontan Gold, which impresses with a largely crisis-resilient business model.
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Commented by André Will-Laudien on March 27th, 2026 | 09:05 CET
Crisis as Catalyst: Deutsche Bank, Commerzbank, UniCredit, RE Royalties, and PayPal in Focus
War, destruction, and infrastructure reconstruction—the financial sector is in the spotlight. Amid escalating geopolitical tensions, the rising demand for credit is causing lenders' margins to surge! This is because banks, infrastructure financiers, and specialized investment firms benefit directly from the growing demand for capital coming from many directions. The energy transition is one of the largest investment areas. In Europe alone, investments in the hundreds of billions will be needed in the coming years to modernize power grids, build storage facilities, and connect completed energy plants to the grid. Financial institutions are not only earning from loans and project financing, but increasingly also from fees, equity stakes, and long-term cash flows from energy assets. At the same time, interest margins are rising in an environment of higher financing costs, which improves the profitability of many financial institutions. Despite all the crises and difficult investment conditions, it is worth taking a look at the credit sector.
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Commented by Fabian Lorenz on March 27th, 2026 | 09:00 CET
Takeovers, Drone Potential, Full Pipeline: Rheinmetall, DroneShield, and First Hydrogen in Focus
Drones and other unmanned systems are making massive inroads into everyday military and civilian life. First Hydrogen aims to secure a slice of this billion-dollar pie in the future. To that end, the company has secured the technology for AI-powered robotic ground drones. If the new business division is successfully established, the current valuation may not yet reflect this potential. DroneShield is certainly not cheap. Yet in the latest investor presentation, a fully loaded sales pipeline drew attention. If this is realized, the pipeline points to multi-billion-dollar revenue potential. Rheinmetall currently generates billions primarily from battle tanks, ammunition, and other systems of classic "old-school" warfare. But the Düsseldorf-based company has also recognized this trend and has acquired a majority stake in a specialist for autonomous systems.
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Commented by Carsten Mainitz on March 27th, 2026 | 07:40 CET
A Stock Picker's Paradise: DRC Gold, Verbio, and Mutares - Which Stock Is Poised to Surge Next?
Even in highly volatile markets, selective opportunities continue to emerge. Investors who added Verbio to their portfolios a year ago can now celebrate a fourfold increase in their capital. The company has now raised its guidance, and analysts are once again raising their price targets. Similarly, Mutares' stock could see a significant rally again soon. The new updated medium-term targets point to continued growth, and recent analyst commentary suggests upside potential of 85% from current levels. For investors looking to leverage gold's pullbacks with the excellent prospects of an explorer, DRC Gold is a good choice.
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Commented by Tarik Dede on March 27th, 2026 | 07:35 CET
Almonty Industries: The Tungsten Dominator of the West
Whether in golf clubs, X-ray machines, saw blades, or Abrams tanks, tungsten is ubiquitous—and virtually irreplaceable. As a result, this strategic metal sits at the intersection of industrial demand and geopolitics. China controls around 80% of global supply; together with Russia and North Korea, this dominance rises to around 95%. In an increasingly polarized world, tungsten has effectively become a strategic asset. Almonty Industries is positioning itself as a key supplier for the Western alliance, having recently ramped up production at its flagship mine in South Korea while pursuing an ambitious global expansion strategy. The recent pullback in the stock may offer a compelling entry point for strategic investors.
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Commented by Nico Popp on March 27th, 2026 | 07:30 CET
Gold as a System Anchor: Desert Gold as a Hidden Opportunity, Challenges at Blue Owl Capital and Newmont
The global financial architecture is undergoing a period of profound change. While stock markets appear resilient thanks to AI, alarming imbalances are emerging in the credit sector and government budgets. Global debt has reached the USD 340 trillion mark, which is roughly three to four times the world's economic output. In this complex landscape, gold is proving its role as a store of value: data from the World Gold Council (WGC) shows that demand exceeded the 5,000-ton mark for the first time last year. Even after temporary sell-offs, the precious metal remains in extremely high demand, with central banks from China, India, and Poland acting as buyers. Forecasts from renowned financial institutions see the gold price returning to above the USD 6,000 mark in the medium term. While warning signs from the private credit market are driving investors toward established producers like Newmont, second-tier stocks are also coming into focus. For risk-conscious investors, Desert Gold offers attractive leverage.
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Commented by Armin Schulz on March 27th, 2026 | 07:25 CET
Looking for a Portfolio Booster? Why Power Metallic Mines is the Diamond in the Commodities Jungle
There are moments in the commodities industry when the facts speak so clearly that the question of "why" practically begs to be asked: Why hasn't the market reacted yet? For months, Power Metallic Mines has been delivering drill results that amaze even industry experts. Add to that metallurgical tests that exceed all conservative expectations. While the numbers speak with unusual clarity, the company's valuation still appears to be in a completely different league. A closer look reveals that a fundamental revaluation is on the horizon.
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Commented by Carsten Mainitz on March 27th, 2026 | 07:20 CET
Underrated – Are Hydrogen Stocks Poised to Take Off? Why dynaCERT, Nel, and Plug Power Are Worth a Look Right Now
First the hype, then the crash. Hydrogen stocks have been on a rollercoaster ride in recent years. In light of the current energy crisis and changing market conditions, shares in industry leaders are once again attracting growing interest from investors. Operationally, most companies are making progress. Activities in Europe are gradually developing through a matchmaking portal for hydrogen projects and subsidies. Forward-looking investment is the order of the day.
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Commented by Stefan Feulner on March 27th, 2026 | 07:15 CET
Volatus Aerospace – A Billion-Dollar Market Gaining Momentum from Security & Industry
The global drone market is poised for a structural growth surge. According to industry forecasts, unmanned systems are gaining importance not only in the military sector but also in infrastructure, energy, and disaster response. In particular, the increasing use of autonomous technologies and the need for efficient monitoring of critical facilities are driving demand. At the same time, a new billion-dollar market is emerging around drone defense, which could grow to over USD 20 billion by 2030. Companies that combine hardware, software, and operational services are positioning themselves as key players in a new aviation industry.
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Commented by André Will-Laudien on March 26th, 2026 | 09:45 CET
Iran Conflict Boosting Margins: BASF, Lahontan Gold, E.ON, and Lanxess in focus
Brent crude at USD 100 – this is a game-changer! The recent attack on Qatar's key LNG facility has taken 17% of annual production off the market, and the global LNG market faces a multi-year structural deficit. A doubling of gas prices around the globe in just 12 hours also sent oil prices soaring. Worse still: The Strait of Hormuz is currently blocked, and neither oil nor gas tankers can even begin their voyages at sea. For the winding-down winter season in Europe, the problem is not overwhelming, but filling gas storage facilities over the summer is likely to prove difficult. In this environment, gold has been benefiting again since mid-week, up 5% to USD 4,550; at the crisis low, the price had even dipped to USD 4,150. How are select gold companies and major gas consumers like BASF and Lanxess faring right now? What about E.ON? Here are a few thoughts.
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Commented by Armin Schulz on March 26th, 2026 | 09:40 CET
Energy Shortages as a Profit Booster: Siemens Energy, RE Royalties, and Nordex in a Major Profit Review
The old oil-based world order is crumbling. The new currency is electricity. While geopolitical crises are tearing the markets apart, the demand for AI and industrial restructuring are colliding with fragile supply chains. Short-term oil price fluctuations are losing significance; electrification is writing its own profit stories. In this tension between old uncertainty and structural scarcity, three players have positioned themselves to capitalize: Siemens Energy as a systemic pillar, RE Royalties as a silent financier of green projects, and Nordex as a central force in European wind power.
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Commented by André Will-Laudien on March 26th, 2026 | 07:55 CET
DAX & Gold Correction: 100% Gains Possible with SAP, Kobo Resources, and Oracle
High volatility is shaping daily trading. With the threat of an airstrike on Iranian nuclear power plants, the major stock markets came under extreme pressure. As a result, the closely watched DAX 40 index briefly fell below 22,000 points, in tandem with the NASDAQ. As a reminder, the annual high was set in January at 25,508 points. The price of gold also suffered from the general trend toward liquidity; everything that was not firmly in place was sold off. However, since Wednesday, there have been initial signs of easing, and buybacks are beginning. We are focusing on the promising projects of Kobo Resources in Côte d'Ivoire and also believe that cloud and AI experts SAP and Oracle are poised for a turnaround in 2026. We are convinced that one of these stocks will achieve a 100% return over the next two years. Of course, you are free to choose how to structure your portfolio.
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Commented by Fabian Lorenz on March 26th, 2026 | 07:50 CET
Drone Stock Unstoppable! Volatus Aerospace Is Full Speed Ahead in the Billion-Dollar Market
Amid market volatility, Volatus shares recently hit a new annual high, reflecting strong momentum in both military and civilian drone markets. To this end, they have now brought a high-profile NATO veteran on board who can help ensure that Volatus secures a share of the Canadian government's billion-dollar investments in armaments and defense. And, of course, his experience and global network can help secure contracts worldwide. In the civilian sector, the company is driving forward the training of drone pilots. As the company grows, so does the stock. It has risen and, just a few days ago, completed an uplisting to the Toronto Stock Exchange, gaining significant momentum.
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Commented by Carsten Mainitz on March 26th, 2026 | 07:45 CET
Take Advantage of Future Cash Flows at Bargain Prices Now: Desert Gold, Barrick, and Newmont!
In recent weeks, the gold price has corrected by over USD 1,000. Is this cause for concern? In a nutshell: no. Corrections following strong rallies are normal. Currently, the scenario of persistently high oil and energy prices is acting as a particular drag, and inflation and interest rates could rise significantly. However, historically high gold prices ensure strong profits for mining operators, as industry leaders Barrick and Newmont have demonstrated in recent quarters. Canadian-based Desert Gold currently appears particularly promising. Gold production is set to begin this summer. Analysts are extremely bullish and see potential for the stock price to multiply.
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Commented by Mario Hose on March 26th, 2026 | 07:20 CET
Antimony Alert! Hotter than gold and rarer than lithium: Re-rating Potential for Antimony Resources After Recent Pullback
The world is becoming increasingly unstable—something reflected in the daily news flow. Geopolitical tensions are rising, and commodities that were largely overlooked for years are now moving into focus. Antimony is one such example: a relatively unknown metal, yet strategically important. No modern tank can be produced without it, no precision ammunition, no night vision goggles. What makes the market particularly compelling is its structure—like many critical raw materials, supply is highly concentrated, with China dominating global production and processing. But this is precisely the emerging supply gap Antimony Resources is filling through its Canadian project, which is unparalleled.
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