Close menu




 

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 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.

Read

Commented by Armin Schulz on January 28th, 2025 | 07:10 CET

Plug Power, dynaCERT, Daimler Truck – Now is the hour of blue hydrogen

  • Hydrogen
  • bluehydrogen
  • renewableenergies
  • Trucks
  • Fuelcells

"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.

Read

Commented by Armin Schulz on January 27th, 2025 | 07:30 CET

RWE, F3 Uranium, Nel ASA – New energy policy under Trump! Who benefits?

  • Mining
  • Uranium
  • Energy
  • renewableenergies

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.

Read

Commented by Armin Schulz on January 27th, 2025 | 07:10 CET

Volkswagen, Nova Pacific Metals, D-Wave Quantum – Is a trade war about to break out?

  • Mining
  • Commodities
  • hightech
  • Technology
  • Electromobility

Donald Trump is the new president of the United States of America, and he is moving at a rapid pace. On his first day, he issued several decrees, and his inaugural address was also impactful. He announced tariffs on imports. Goods from Mexico and Canada will be subject to 25% customs duties. And tariffs of up to 60% are being considered for products from China. If the US isolates itself like this, China, in particular, could significantly restrict its raw material exports, and the trade war would be officially underway. The race for critical raw materials has already begun. Trump has already put out feelers to Greenland and Canada. Where will high-tech industries source their raw materials from in the future?

Read

Commented by Armin Schulz on January 24th, 2025 | 07:15 CET

First Phosphate, Volkswagen, BYD – The automotive industry is in a flurry again

  • Mining
  • phosphate
  • Electromobility
  • Batteries

Donald Trump is wasting no time. On the day of his swearing-in, he signed several decrees and explicitly mentioned higher tariffs in his inaugural address. The new External Revenue Service will be responsible for working out exactly what these will look like. Trump wants to close the loopholes, such as imports via Mexico, in order to protect and strengthen his own economy. This is a disaster for the European automotive industry in particular because, after the difficulties in China, there is a risk of further losses in the second-largest sales market. In addition, vehicle manufacturers need more powerful batteries in their electric vehicles. Lithium iron phosphate (LFP) batteries are becoming more and more popular for this purpose. However, there is a bottleneck here as well. We take a closer look at the automotive market.

Read

Commented by Armin Schulz on January 22nd, 2025 | 07:00 CET

Evotec, Vidac Pharma, BioNTech – Profiting from the fight against cancer

  • Biotechnology
  • Biotech
  • Pharma

It has been clear for some time that cancer can affect anyone, and not just since King Charles and Princess Kate made their battles with cancer public. The market is growing, and today, revenues in this area are already in the billions. This is driven by an aging population and increasingly unhealthy lifestyles. The margins for manufacturers of cancer drugs are often in the high double-digit percentage range. It is no wonder that companies are focusing on the fight against cancer. Developing a medication that reliably defeats the disease could result in a genuine blockbuster. In 2023, around USD 223 billion was spent on cancer drugs worldwide. We are looking at three companies striving to cure cancer and claim their share of this lucrative market.

Read

Commented by Armin Schulz on January 21st, 2025 | 07:30 CET

Bayer awakened! BioNxt Solutions, Novo Nordisk – Invest in tomorrow's winners today

  • Biotechnology
  • Biotech
  • Pharma

The economy is at a turning point, as the rapid advancements in artificial intelligence are enabling technological innovations that set new benchmarks. Revolutionary developments are emerging, particularly in the pharmaceutical industry, medical technology, and biotechnology. These sectors not only unlock groundbreaking medical possibilities but also offer significant economic growth potential. Investors who move in early to disruptive technologies or dynamic growth industries can count on attractive returns. But which players are dominating this wave of innovation? And how can you, as an investor, benefit strategically? A closer look is worthwhile.

Read

Commented by Armin Schulz on January 15th, 2025 | 07:10 CET

Rheinmetall, Power Nickel, and BYD in focus – The winners of the next decade

  • Mining
  • Nickel
  • Defense
  • Electromobility

The stock markets are currently rewarding companies that are focusing on future markets – a trend from which Rheinmetall, BYD, and Power Nickel are benefiting. Rheinmetall is securing lucrative major orders in the defense sector and is thus taking advantage of government investments. BYD is driving forward its leading position in the field of e-mobility with determined expansion, thereby responding to the global shift towards sustainable mobility. Power Nickel is developing essential raw material bases to drive the energy transition forward – a key to decarbonization. For investors, these companies represent not just visions but real opportunities for sustainable and attractive returns.

Read

Commented by Armin Schulz on January 14th, 2025 | 08:05 CET

Plug Power, F3 Uranium, Super Micro Computer – The energy crisis intensifies

  • Mining
  • Uranium
  • renewableenergies
  • Energy
  • Technology

In Germany, the energy crisis is coming to a head. Due to the "dark doldrums" that occur more frequently during the winter months, electricity costs have exploded during these periods. Germany's European neighbours are already complaining because their electricity prices are also rising due to the high German electricity imports. Without gas imports from Russia, Germany previously had a base load power capacity supported by its remaining nuclear power plants. However, this is now only achievable through fossil fuels, resulting in a poor environmental record. While other countries are expanding nuclear power and fighting over uranium to satisfy their hunger for energy, Germany is going it alone. Perhaps the turning point will come with the next federal election in February.

Read

Commented by Armin Schulz on January 8th, 2025 | 07:30 CET

Bayer, First Hydrogen, Volkswagen – Turnaround Candidates for 2025 Under Review

  • Hydrogen
  • Fuelcells
  • Electromobility
  • Pharma

After the year-end portfolio window-dressing in December, the new year starts with the hunt for the right stocks for 2025. Special attention should be given to turnaround candidates, meaning stocks that underperformed last year. These companies have faced challenging times and have often already begun addressing their issues through strategic realignment. Sometimes, market conditions for a sector can improve significantly from one year to the next, and then the stocks of these companies often rise disproportionately. Identifying the right stocks requires thorough research. We look at three potential turnaround candidates.

Read