The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.
Most recently, he headed a Hamburg-based investment research company as a member of the board for 8 years.
He is particularly interested in international small and micro caps and empirical capital market research (behavioral finance).
Commented by Carsten Mainitz
Commented by Carsten Mainitz on September 29th, 2022 | 12:01 CEST
Increased uncertainties in geopolitics, rampant inflation with exploding commodity and energy prices, and higher interest rates are making it increasingly difficult for companies to meet the forecasts they issued at the beginning of the year. Recent examples include battery manufacturer Varta and real estate financier Hypoport, which had to withdraw their annual targets. In addition, however, a number of companies have been able to surprise on the upside despite all the challenges.Read
Commented by Carsten Mainitz on September 22nd, 2022 | 12:47 CEST
The current energy crisis makes us painfully aware of how much we have slept through the restructuring of our energy supply in recent decades. The famous scientist Carl Sagan explained in a speech already in 1990, 32 years ago, why a restructuring of the energy supply makes sense completely apart from the effects of the greenhouse effect. Namely, reducing dependence on difficult supplier countries, increasing energy security by extension of fossil resources, and stimulating the economy by creating new industries. Now, finally, we seem to be on the right track. Shareholders can also benefit greatly - if they back the right horses.Read
Commented by Carsten Mainitz on September 22nd, 2022 | 10:25 CEST
For many years now, the Boston Consulting Group (BCG) has been selecting the 50 most innovative companies in the world. A few days ago, the hit list was published for the sixteenth time. The top ranks are occupied by Apple, Microsoft, Amazon, Alphabet and Tesla. German companies are only found with Siemens from rank 20. Innovations play an important role for investors because they enable competitive advantages, which sooner or later translates into rising share prices. But global companies are not always the only ones to be considered; it is often lucrative to look at the second tier.Read
Commented by Carsten Mainitz on September 14th, 2022 | 13:24 CEST
We are living in turbulent times on the stock markets. War, energy crisis and inflation are shaping the moods of market participants. Anticipatory action and understanding the "big picture" and the long-term correlations between supply and demand are part of a stock market trader's toolkit. Exaggerations and understatements are part of the package. There is no getting around shares as a long-term form of investment. Because as stock market veteran André Kostolany said, "If you want to eat well, buy stocks; if you want to sleep well, buy bonds."Read
Commented by Carsten Mainitz on September 14th, 2022 | 11:55 CEST
In view of exploding gas prices and the great dependence on Russia's energy supplies, efforts to expand the supply of renewable energies are a top priority worldwide. Green hydrogen is seen as a clean energy source with a bright future. Massive subsidies around the globe could soon herald a boom in this sector.Read
Commented by Carsten Mainitz on September 8th, 2022 | 14:10 CEST
The strong US dollar, rising US yields and increasing fears of further major interest rate hikes are weighing on the precious metals markets. In this context, the precious yellow metal is facing an important test. Thus, the USD 1,680.59 per troy ounce gold mark is a prominent support level. If the low for the year is broken, there is a threat of a further drop to the region around USD 1,620 per ounce. In the long term, this level should serve as an entry level because containment of inflation through further interest rate steps can hardly be assumed in the current situation. This results in timely anticyclical entry opportunities in selected producers and exploration companies.Read
Commented by Carsten Mainitz on September 7th, 2022 | 11:45 CEST
The goal of gaining independence from Russian oil and gas is pushing politicians to find forward-looking alternative solutions. An agreement between Canada and Germany was reached at the end of August, representing a quantum leap for the hydrogen sector. Hydrogen is seen as a key element in the transport sector for achieving climate targets. At the moment, many companies are still in correction mode. As a result, there are attractive opportunities for disproportionate share price gains in the long term.Read
Commented by Carsten Mainitz on September 1st, 2022 | 15:13 CEST
High energy prices and significant increases in inflation and interest rates are causing headaches for investors. However, the stock market is punishing a number of shares too heavily. Despite the challenging environment, analysts identify several attractive entry opportunities. Stock markets always assess the future; the temporarily distorted perception of opportunities and risks opens up many investment opportunities for forward-looking investors.Read
Commented by Carsten Mainitz on August 31st, 2022 | 13:35 CEST
Although stock markets continue to correct, driven by geopolitical uncertainties and interest rate fears, some sectors have defied the generally adverse market conditions in recent weeks. For example, renewable energy stocks such as Plug Power more than doubled on the back of Joe Biden's climate change package. However, most companies from other sectors remain at discounted levels despite excellent prospects, which should offer investors good long-term entry opportunities.Read
Commented by Carsten Mainitz on August 24th, 2022 | 13:24 CEST
Uncertainty returns after the rises of recent weeks. In addition to equities, other asset classes such as precious metals and cryptocurrencies are also falling and marking a multi-week low. Besides the uncertain geopolitical situation, the culprit is mainly the fear of a global recession bundled with rampant inflation. It is challenging to currently filter out the right stocks from this overall negative environment. Nevertheless, many companies are shining with full order books and innovations and should benefit in the long term in the event of a turnaround.Read