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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 August 22nd, 2022 | 11:18 CEST

BYD, First Hydrogen, Lufthansa - Mobility stocks in check

  • Hydrogen
  • Mobility
  • Electromobility

Mobility is a basic need in modern civilization. If people are not mobile, social life suffers. If problems arise, as is currently the case at airports, the long-planned annual vacation is sometimes on the line. There are also problems with motorized means of transport due to the lack of chips. In addition, the internal combustion engine is to be replaced. Which drive will finally prevail in the coming years is still not clear. Electric or hydrogen? The latter, in particular, is experiencing a new hype and is catching up. We take a look at three mobility-related stocks.

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Commented by Armin Schulz on August 17th, 2022 | 11:58 CEST

Daimler Truck, dynaCERT, Nikola - Which transportation stocks are taking off?

  • Electromobility
  • Hydrogen

The transportation industry faces many challenges. These were addressed on July 15 at the 15th Truck Symposium, hosted at Nürburgring. Here, 110 experts discussed staff shortages, lack of parking spaces and new drive concepts. The latter is still the subject of controversial debate. Are fully electric transport vehicles the future, or will the hydrogen fuel cell prevail? The fact is that the transport industry must significantly reduce its emissions by 2030. Today, we look at three companies that offer solutions for lower CO2 emissions.

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Commented by Armin Schulz on August 15th, 2022 | 11:48 CEST

Rheinmetall, Kleos Space, Palantir - Is the Ukraine war spreading?

  • Space
  • Defense
  • Technology

On July 27, the NATO Defense College presented a report warning of an attack by Russia on a NATO ally. According to the report, Russia could establish a military buffer zone. Initially, this would primarily affect countries of the former Soviet Union, first and foremost Moldova. In addition, analysts assume that Russia has not yet demonstrated its full military strength in Ukraine and can also quickly compensate for current losses. If the assumptions are correct, the war will continue for a while. We therefore take a look at three companies that should benefit.

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Commented by Armin Schulz on August 9th, 2022 | 13:45 CEST

BioNTech, Defence Therapeutics, Valneva - Will biotech stocks continue to rally in the fall?

  • Biotechnology
  • Covid19
  • Cancer

The NASDAQ Biotechnology Index formed a double bottom in mid-June and has since rallied, breaking the downtrend. However, there is still over 32% potential to the past highs. The highs are due in part to the sales from the Corona Crisis, but even though currently the issue is not as present despite higher case numbers, that could change in the fall. The new Protection Against Infection Act provides for mask-wearing and further vaccinations. The profits from these sales are often invested in the development of new therapies, such as cancer research. These areas hold a lot of potential for rising share prices. We take a closer look at three biotech companies.

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Commented by Armin Schulz on August 8th, 2022 | 12:45 CEST

Infineon, BrainChip, Nvidia - Chip shortage will continue in 2022

  • AI
  • Technology
  • Digitization
  • chips

The chip shortage is not only omnipresent in the automotive industry. Most recently, AOK was no longer able to issue electronic health cards to its policyholders because the chips were missing. According to McKinsey, the semiconductor industry is expected to grow by 6-8% annually until 2030. Nancy Pelosi's visit to Taiwan could further fuel the chip crisis in the future. It is important to know that the island nation produces about two-thirds of all microchips needed worldwide. There is a latent danger that China will want to annex Taiwan. The USA is already trying to make itself less dependent on Asia. To that end, a USD 369 billion semiconductor manufacturing stimulus bill has been passed by Congress. Today we look at three companies that will benefit from the investment.

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Commented by Armin Schulz on August 3rd, 2022 | 14:15 CEST

Alpha Copper, Nordex, Volkswagen - Has the copper price found its bottom?

  • Mining
  • Copper
  • Electromobility

On July 15, the copper price briefly traded below USD 7,000 per ton. Since then, the price has risen strongly again to over USD 7,800 per ton. Copper has the reputation of being a leading indicator for the economy, as the metal is used in almost all industrial sectors and electrical products. Fears of a recession have been present in the markets for some time, driven by inflation and recently rising interest rates. Added to this is the zero-Covid policy of the Chinese, which leads to falling demand from commodity-hungry China. The latest statements by FED Chairman Jerome Powell give the markets hope that the worst is over. The copper price so far confirms this view.

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Commented by Armin Schulz on August 1st, 2022 | 13:05 CEST

Barrick Gold, Tocvan Ventures, Newmont - Gold stocks facing a renaissance?

  • Mining
  • Gold
  • Silver
  • Copper

The strong dollar has weighed on the gold price in recent weeks. However, the strength of the US dollar is rather a weakness of the euro. While the FED raised interest rates to fight inflation, the ECB hesitated. While the ECB recently raised interest rates by 50 basis points, it was 75 in the US. In addition, the energy crisis in Europe, especially Germany, is putting additional pressure on the euro. For US exports, this is not good news. Therefore, the markets gratefully accepted Jerome Powell's statements. The chairman of the FED wants to slow down the pace of interest rate increases. The gold price also jumped in response. We look at three companies that should benefit from a rising gold price.

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Commented by Armin Schulz on July 27th, 2022 | 12:49 CEST

K+S, Globex Mining, Barrick Gold - Has the bottom been reached for commodity stocks?

  • Gold
  • Commodities
  • fertilizer

Recession fears have had a grip on the commodities sector in recent weeks. Copper was quoted below USD 7,000 per ton again for the first time. Two other factors create additional pressure. First, there is the strong dollar. The last interest rate hikes failed to lower the inflation rate. At the same time, the strong USD is making raw materials more expensive, which has led to a drop in demand. On the other hand, the zero-Covid policy in China is slowing demand. Nevertheless, the outlook for commodity stocks is good. At the moment, many companies are taking a wait-and-see approach because of the uncertainties. If the recession does not materialize, prices will soon rise again. The three companies we are taking a closer look at today will also benefit from this.

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Commented by Armin Schulz on July 25th, 2022 | 12:55 CEST

Rock Tech Lithium, Edison Lithium, Standard Lithium - Demand for lithium is increasing faster than supply

  • Lithium
  • Electromobility

At an industry workshop on lithium price and supply risks hosted by the German Raw Materials Agency, it quickly became clear that lithium is facing a bottleneck. Demand in 2030 is expected to be between 316,000 and 558,000 metric tons of lithium. By comparison, only 82,000 tons were produced in 2020. The target of 15 million electric cars on Germany's roads is thus at risk. The Handelsblatt recently referred to calculations by the Federal Institute for Geosciences and Natural Resources, which clearly show that there will not be enough lithium. Therefore, we take a look at three companies from the lithium sector that will benefit from the high demand.

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Commented by Armin Schulz on July 20th, 2022 | 13:08 CEST

BP, Saturn Oil + Gas, Shell - The right time to enter oil stocks?

  • Oil
  • greenhydrogen

Since mid-June, the oil price has been on a downward slide. On the one hand, there are concerns about a recession. On the other hand, OPEC has increased the production volume by more than 600,000 barrels per day, at least until the end of August, in order to compensate for the loss of production by Russia. That increases the amount of oil produced worldwide because even Russia is still selling its oil to countries that have not joined the sanctions. So why are analysts like Goldman Sachs still bullish on oil? For one thing, the Ukraine conflict seems to be lingering. Also, China's zero-Covid strategy is currently far from its regular demand. If the Chinese government changes its approach, the oil price will continue to rise in the long term, also due to a lack of investment by oil multinationals.

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