Armin Schulz
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 May 22nd, 2023 | 09:30 CEST
Varta, Altech Advanced Materials, Volkswagen - The battle for the battery of the future
The energy transition will not succeed without batteries, and electromobility cannot be implemented without them either. South Korea plans to invest USD 15 billion in the development of solid-state batteries for electric vehicles by 2030 in order to secure a long-term competitive advantage in the global market for electric vehicles. China is already the pioneer in electric cars and batteries for these vehicles. Experts in the American automotive industry fear a dependence on China for batteries and their raw materials. Since the automotive industry has embraced electromobility and the energy transition is being pushed forward faster, the field of battery development has become tremendously important. Therefore, today we will look at three companies dealing with this issue.
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Commented by Armin Schulz on May 17th, 2023 | 07:40 CEST
Plug Power, Almonty Industries, Rock Tech Lithium - Exploiting shortages
The Ukraine conflict has shown how dependent Europe is on Russian energy exports. In the future, green hydrogen should close this gap. However, the dependence of Western countries is not limited to the energy market. There are several critical raw materials for which the majority of the supply comes from China. Rare earths and tungsten are particularly noteworthy. Tensions between the US and China are increasing due to the Taiwan dispute and the activities of the BRICS countries. There are also shortages of refined lithium in electromobility, i.e. lithium carbonate and lithium hydroxide. If investors want to profit from these shortages, they should bet on companies that are not caught between the fronts.
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Commented by Armin Schulz on May 15th, 2023 | 07:40 CEST
BYD, Orestone Mining, SMA Solar - Copper is the lifeline of the energy transition
Copper is an essential component of the energy transition. It has proven to be a key material for the production and operation of electric cars and solar plants because it is conductive, flexible and durable. It is also used in many other applications. The copper price has been in an intact upward trend since July last year. Copper serves as a leading indicator for the economy, and even if the price has recently come back a little, experts expect a further increase in the 2nd half of the year. Electric vehicles are on the rise worldwide and especially in China. The Middle Kingdom is hungry for raw materials. In the past few months, more gold has been bought. Today we look at three companies for which copper is important.
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Commented by Armin Schulz on May 10th, 2023 | 09:20 CEST
Barrick Gold, Globex Mining, Deutsche Bank - Gold in rally mode
The turmoil in the banking industry has recently hit Western Alliance Bancorporation. With the demise of Silicon Valley Bank, the gold price gained momentum and is heading for its all-time high. The constant increase of the money supply by the central banks and the threatening insolvency of the US support the gold price just as much as the gold purchases from China. In April, China collected another 8.1 tonnes of gold, about 10 tonnes less than in the previous month. In Q1, gold purchases by central banks were at record levels. Good for gold producers and explorers. We look at two today and see if Deutsche Bank has recovered after the turmoil.
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Commented by Armin Schulz on May 8th, 2023 | 08:10 CEST
MorphoSys, BioNxt Solutions, Pfizer - After the pandemic is before the pandemic
No sooner has the Corona pandemic officially ended than the West Nile virus is knocking on Germany's door. According to Christian Drosten, it could spread in Germany via the mosquitoes that transmit the virus. Experts are already predicting the next pandemic, but when it will come remains uncertain. But other diseases such as cancer, malaria and antibiotic resistance are also on the rise. These diseases are exacerbated by food production and ageing populations, especially in Western industrialized nations. It is here where biotech and pharmaceutical companies are needed to alleviate people's suffering. We look at three such companies today.
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Commented by Armin Schulz on May 5th, 2023 | 08:30 CEST
Mercedes-Benz, Canadian North Resources, Varta - Shortage of battery resources
Electromobility and the energy transition are essential to creating a more sustainable future. However, we need raw materials such as copper, nickel, cobalt and lithium to achieve these goals. These resources are an obstacle for many companies. Therefore, car companies are trying to secure access to these scarce resources to secure supplies for their production. In some cases, they are even developing their own batteries. The best example is Volkswagen, which wants to build 6 battery factories in Europe. So today, we look at Mercedes-Benz, analyze a possible supplier with Canadian North Resources and conclude with Varta, Germany's largest battery manufacturer.
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Commented by Armin Schulz on May 4th, 2023 | 08:00 CEST
Commerzbank, Blackrock Silver, JinkoSolar - Banking crisis fuels demand for precious metals
May 3 was marked by the decision of the FED. The experts expect this to be the last interest rate hike for the time being. The interest rate increases of the past months have led customers to withdraw their money from the banks, which, however, had put the money into long-term government bonds that had fallen in value. Accordingly, First Republic was the next victim and the assets were sold to JP Morgan. Despite the interest rate hikes, inflation remains at a high level. This is one of the reasons why precious metals such as gold and silver have made significant gains recently. Silver is essential in many industrial sectors, especially in the production of solar panels.
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Commented by Armin Schulz on May 2nd, 2023 | 08:55 CEST
ThyssenKrupp, Defense Metals, Rheinmetall - US subsidizes rare earths
Rare earths have long been on the list of critical metals in the US and Europe. As tensions build between the US and China over Taiwan, it is important to remember how critical rare earths are. Currently, China has a virtual monopoly, especially in terms of refining. In addition to high-tech products such as smartphones, the critical raw material is needed for steel alloys, in the military and above all, for the energy transition, including electric vehicles. The US now wants to promote the mining of rare earths in its own country and rewards this with a tax credit of up to USD 30 per kg. We, therefore, look at 3 companies that rely on rare earths.
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Commented by Armin Schulz on April 26th, 2023 | 08:30 CEST
Deutsche Bank, Tocvan Ventures, Barrick Gold - Turbulence in the financial system and rising gold price
The next FED decision is due on May 3. Will interest rates continue to rise to curb inflation, or will they pause with the increases? The increased interest rates ultimately meant the end for Silicon Valley Bank. After Credit Suisse also had to be rescued, the markets were on edge. Due to the enormous increase in the money supply since the financial crisis of 2008, the FED is in a dilemma. It already has to pay over USD 700 million daily in interest on the money it parks, which further increases the money supply. The gold price and cryptocurrencies have already made significant gains. We, therefore, look at Deutsche Bank today and two gold companies benefiting from the rising gold price.
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Commented by Armin Schulz on April 25th, 2023 | 07:40 CEST
Myriad Uranium, E.ON, RWE - What about our energy security?
Since April 15, 2023, nuclear energy has no longer been produced in Germany. The last 3 power plants were taken off the grid. Only time will tell whether this decision was sensible. At the end of last year, 422 reactors were operating worldwide, and 57 nuclear power plants were under construction, according to the World Nuclear Industry Status Report. Another 62 plants are in the planning stage. Demand for uranium has increased, and the price of uranium has climbed accordingly. Today we look at one uranium company and see what the German utilities are doing.
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