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Armin Schulz

  • IT
  • Trading
  • Technology

Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

After graduating, he worked as an IT consultant for a listed company before becoming self-employed, during which time he worked for various DAX-listed companies and a large Swiss insurance company, among others.
Since 2009, he has been exclusively involved in the capital markets, where he was able to gain experience as a day and swing trader, in investor relations and at board level. He was able to live out his passion for numbers in the controlling department of a securities trading house.

For him, fundamental analysis paired with the correct reading of the price action of a market provides the basis for successful trading.


Commented by Armin Schulz

Commented by Armin Schulz on February 18th, 2025 | 07:00 CET

Palantir, First Nordic Metals, Barrick Gold – WATCH OUT: These stocks are on the move!

  • Mining
  • Gold
  • Commodities
  • Software
  • hightech

The tech industry celebrates Palantir as an AI pioneer: With a 390% price increase in 2024 and a forecast of USD 3.75 billion in revenue in 2025, the Company is convincing with its government and commercial AI solutions – but the P/E ratio of 600 raises sustainability questions. Meanwhile, First Nordic Metals is building on exploration momentum in the Scandinavian gold sector: new anomalies and cost-efficient drilling techniques are driving the stock. Barrick Gold, in turn, combines robustness (19% revenue growth) with geopolitical challenges in Mali and long-term, large-scale projects. We take a look at which companies offer potential and where valuations could be too high.

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Commented by Armin Schulz on February 17th, 2025 | 07:30 CET

TUI stock weak after numbers – Nova Pacific Metals and Super Micro Computer fare much better

  • Mining
  • Commodities
  • Travel
  • AI
  • chips

The latest quarterly figures from TUI disappointed investors. Despite optimistic booking forecasts, the share price corrected by up to 17% within two days after the expected revenue targets were missed. This raises questions about the sustainability of the travel Company's comeback, which most recently wanted to appeal to new customer groups with low-cost offers. Nova Pacific Metals and Super Micro Computer present a very different picture. Nova Pacific's share price rose by over 80% within three days. Super Micro is raising hopes of a turnaround despite delisting risks due to a new auditor and attractive AI prospects – supported by a low P/E ratio of 10. We take a closer look at the three companies.

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Commented by Armin Schulz on February 13th, 2025 | 07:00 CET

Plug Power, First Hydrogen, BP – Here are the opportunities of the new US energy policy

  • Hydrogen
  • greenhydrogen
  • renewableenergies
  • Energy

The global energy transition is at a crossroads. Electric vehicles will likely prevail in the long term, but not everywhere and not through mandates. The US aims to provide affordable energy and wants to promote oil and gas production while focusing on nuclear power in the form of small modular reactors. With these mini-nuclear power plants, hydrogen could be produced cheaply, taking the technology a decisive step forward. This could solve some of the issues electric vehicles face, which would be a boon for the transportation industry, which is subject to green regulations. We are, therefore, looking at the largest US hydrogen player today and taking a closer look at First Hydrogen, which specializes in hydrogen-powered light commercial vehicles. Finally, we will analyze BP, a major oil producer.

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Commented by Armin Schulz on February 10th, 2025 | 07:10 CET

Palantir, Desert Gold, MicroStrategy – Profits with data, gold, and Bitcoin

  • Mining
  • Gold
  • Software
  • AI
  • Bitcoin
  • crypto

In times of looming trade war and high volatility, as recently triggered by DeepSeek, one should invest in booming business models. Otherwise, in these turbulent times, it is wise to move at least part of your portfolio into "safe havens." Traditionally, this has been gold, but for the younger generation, who are more willing to take risks, it is cryptocurrencies. To outperform the market in the long term requires patience and foresight. Today, we look at three companies in the fields of data processing, gold, and cryptocurrencies and examine where the risks and opportunities lie.

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Commented by Armin Schulz on February 7th, 2025 | 06:30 CET

Alibaba, Credissential, MicroStrategy – Innovative business models: where is the hidden potential?

  • AI
  • Technology
  • ecommerce
  • Software

This week, the latest announcement by the US Federal Reserve that key interest rates would remain unchanged for the time being only briefly provided some reassurance. Instead, concerns about the ongoing risk of stagflation and the disruptive power of artificial intelligence are dominating the debate. Three companies, seemingly separated by industries and national borders, have more in common than first glance suggests: they have all deeply embedded digitalization in their DNA and are pursuing growth strategies. Today, we look at which business models could face challenges due to US tariffs and which ones appear safe.

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Commented by Armin Schulz on February 6th, 2025 | 07:10 CET

Siemens Energy, European Lithium, BYD – Lithium: short-term pressure, long-term opportunities

  • Mining
  • Lithium
  • renewableenergies
  • Electromobility

Even though the lithium price is at rock bottom, many indicators are signalling a long-term recovery of the lithium market. Demand for lithium-ion batteries is being fueled by the increased use of electric vehicles and the expansion of renewable energies. At the same time, producers are already reacting with project delays and mine closures, which could create short-term supply bottlenecks. Given that the EU sources 79% of its lithium from China, a possible trade war should prompt the EU to seek alternatives. Analysts expect a stabilization by 2026 at the latest as the energy transition is progressing. Those who believe in the further electrification of the world should invest now, as the long-term prospects are promising.

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Commented by Armin Schulz on February 6th, 2025 | 07:00 CET

Deutsche Bank, Globex Mining, Rheinmetall – High-flying stocks for good reason

  • Mining
  • Commodities
  • Banking
  • Investments
  • Defense

Amid geopolitical tensions, the looming trade war, and interest rate cuts by the ECB, there are still stocks that are not deterred by all the challenges and continue to rise. These high-flyers have either structured their business well or are taking advantage of megatrends such as commodities, which could be at the beginning of a supercycle, or the supply of defense equipment, which is in high demand given the tensions in the world. Investors who identify emerging trends early can make a lot of money, but those who enter the market later can still profit. The prerequisite for this is always a look at the fundamentals.

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Commented by Armin Schulz on February 4th, 2025 | 07:10 CET

Siemens Energy, XXIX Metal, Volkswagen – Is the energy transition in danger due to US tariffs?

  • Mining
  • Commodities
  • Copper
  • renewableenergies
  • Energy

The euro is falling, mainly due to the recent interest rate cut by the ECB. This puts the interest rate difference at around 1.5%. At the same time, a trade war is looming due to the new US tariff policy. After America raised tariffs on imports from Canada to 25% and on energy to 10%, Justin Trudeau, in turn, raised tariffs by 25%. In addition, measures in the raw materials and energy sectors are being considered. For example, refineries may no longer process US oil. The Canadians supply 85% of their copper to the US. If supplies were to be stopped, this would potentially drive up copper prices and, at the same time, jeopardize the energy transition.

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Commented by Armin Schulz on January 30th, 2025 | 07:20 CET

Barrick Gold, First Nordic Metals, Commerzbank – The gold rally is fueled by falling interest rates

  • Mining
  • Commodities
  • Gold
  • Banking

The gold price is once again on track for a new all-time high. A number of factors suggest that the rally will continue. The FED is expected to cut interest rates twice this year, central banks have been buying significantly more gold since 2022, and geopolitical tensions are fueling increased interest in the precious metal. In addition, Trump's policies could drive up inflation again in the long term, which would put the USD under pressure. This would also help the gold price. However, it remains to be seen whether the US central bank would actually cut interest rates twice. We are therefore looking at 2 gold companies and analyzing Commerzbank, for which the interest rate environment is very important.

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Commented by Armin Schulz on January 29th, 2025 | 07:20 CET

Almonty Industries, Rheinmetall, BYD – Profiting from the trade war with critical raw materials

  • Mining
  • Tungsten
  • Electromobility
  • Defense

With Donald Trump's re-election as president and the announcement of tariffs specifically on Chinese goods, a trade war seems inevitable. In December, the Chinese Ministry of Commerce announced it would no longer supply tungsten and other rare minerals to the US. This was in response to the US restrictions on the sale of AI chips to China. Without critical raw materials such as gallium or tungsten, many high-tech products can no longer be produced. These materials are used in semiconductors, which are incorporated into nearly all electronics, cars, medical devices, and many other areas.

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