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 February 13th, 2025 | 07:00 CET
Plug Power, First Hydrogen, BP – Here are the opportunities of the new US energy policy
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
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?
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
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
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?
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
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
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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Commented by Armin Schulz on January 28th, 2025 | 07:10 CET
Plug Power, dynaCERT, Daimler Truck – Now is the hour of blue hydrogen
"Drill Baby Drill," said Donald Trump in his inauguration speech. The US wants to produce more oil and natural gas domestically, but while oil is still in demand, the US already has enough natural gas today to export. What should be done with the gas when the storage facilities are full? One option is to use the surplus gas to produce blue hydrogen. The national energy emergency declaration will reduce regulatory hurdles, paving the way for projects like blue hydrogen production. As a result, the price of blue hydrogen will decrease. This is reason enough to look at three companies banking on hydrogen within their business model.
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Commented by Armin Schulz on January 27th, 2025 | 07:30 CET
RWE, F3 Uranium, Nel ASA – New energy policy under Trump! Who benefits?
While former President Biden worked towards climate policy goals, Donald Trump is taking a different approach. His primary goal is to boost the economy, and the best way to do that is to make energy affordable. He wants to increase drilling for fossil fuels in order to lower energy prices. This puts pressure on renewable energies, especially wind power. Solar energy remains part of the energy mix. Nuclear power is gaining in importance. By 2050, nuclear power capacity is to be tripled, partly through the use of small modular reactors. This should improve the CO2 balance. In the hydrogen sector, the focus could be on blue hydrogen due to increased natural gas production.
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