Carsten Mainitz
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 December 22nd, 2021 | 11:01 CET
Kinross Gold, Almonty Industries, K+S - Is rising inflation the trigger for commodity stocks?
Two topics are currently occupying the markets: the impact of the new Corona Omicron variant on global supply chains and the further course of inflation. Experts disagree on both topics. While everyone assumes that the Omicron variant will lead to another global wave, most experts now see the supply chains as so stable that a fundamental disruption is now virtually impossible as was at the beginning of the pandemic. Concerning inflation, there are increasing voices that this should not be regarded as merely temporary. That should drive commodity stocks.
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Commented by Carsten Mainitz on December 21st, 2021 | 12:18 CET
GameStop, Aspermont, Salesforce - What counts are facts, facts, facts!
The stock market trades the future. But analysts far too often get bogged down in looking at the latest quarterly, half-yearly or annual figures. These data describe a company's current situation and can also point to dangerous moments in the future. How did market participants perceive the figures and outlook of the three companies mentioned?
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Commented by Carsten Mainitz on December 20th, 2021 | 12:56 CET
Manganese X Energy, Allkem, Nordex - Winners for 2022!
Electromobility is a megatrend. The central challenges are efficient storage of emission-free, i.e. "green", produced electrical energy and the development of the corresponding infrastructure. Scientists and experts agree that raw materials such as copper, lithium, manganese, cobalt, silver and gold will be indispensable with increasing electrification.
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Commented by Carsten Mainitz on December 17th, 2021 | 14:06 CET
Triumph Gold, First Majestic, K+S - Something is happening here!
Inflation has reached its highest level in decades in many countries. Even though the US Federal Reserve has already sent clear signals for upcoming interest rate increases, the real interest rate will remain negative for a long time, and the loss of purchasing power will be felt. In such a situation, investors can protect their money by investing in tangible assets such as stocks, real estate, and commodities.
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Commented by Carsten Mainitz on December 16th, 2021 | 12:43 CET
Memiontec, E.ON, RWE - Fighting the crisis with basic services!
A ghost is haunting the world - the ghost of inflation. With 6.8% for November, the USA reports the highest rate since June 1982. 5.2% inflation in Germany was also the highest in 30 years. Central banks are under pressure to act, and tension is rising on the stock markets. Experts expect inflationary pressure to ease again somewhat in 2022. However, no one knows whether new variants of the Coronavirus will again trigger disruptions in supply chains. In such cases, in addition to tangible assets and commodities, shares in companies that provide basic supplies are recommended. Here are interesting candidates that could provide a safe haven for investment.
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Commented by Carsten Mainitz on December 15th, 2021 | 13:24 CET
United Internet, BrainChip, Software AG - Promising further growth!
Growth strategy and the use of innovative technologies are often decisive for the continued existence of a company. Not only in large corporations, as seen in the example of SAP with the expansion of the cloud business, but the conventional business areas are also hardly sufficient anymore. A generation change is also taking place in the production of semiconductors. The market for chips for artificial intelligence is currently experiencing a real hype, which is likely to accelerate in the coming years. Smaller companies, in particular, have a head start in terms of know-how.
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Commented by Carsten Mainitz on December 14th, 2021 | 10:28 CET
Meta Materials, SAP, Palantir - Well prepared for the future!
New technologies are entering the mainstream ever faster. Cloud computing, machine learning using artificial intelligence and autonomous driving are coming out of the research departments and are influencing the economy and society to a great extent. In materials management, too, research is being conducted into new materials that have the prerequisites for turning the tide. Metamaterials are artificial materials that have specific optical, magnetic or electrical properties that do not exist in nature. A rosy future lies ahead for the market leader.
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Commented by Carsten Mainitz on December 10th, 2021 | 11:26 CET
BASF, Kodiak Copper, Salzgitter - Inflation stays longer
For the first time in almost 30 years, the German inflation rate rose above the 5% mark in November. According to an initial estimate by the Federal Statistical Office, goods and services cost 5.2% more than a year earlier. Energy and raw material prices, which have risen sharply, account for a major share of this increase. Given the increased demand for special materials to achieve the energy turnaround, the trend is likely to be confirmed in the coming years.
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Commented by Carsten Mainitz on December 9th, 2021 | 04:57 CET
Barrick Gold, Barsele Minerals, Merck KGaA - Much movement in the market
Currently, there is little movement in the gold market. The gold price peaked at around USD 2,070 an ounce in the summer of last year, and it is now consolidating around USD 1,800. Investors prefer to invest in higher-yielding assets such as equities or cryptocurrencies despite the economic environment with high inflation and historically low-interest rates. Behind the scenes, however, a lot is going on in the gold market. Most recently, for example, Tembo Gold announced its entry by Barrick Gold, with further acquisitions to follow.
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Commented by Carsten Mainitz on December 8th, 2021 | 12:53 CET
Pfizer, Defence Therapeutics, Novavax - Who will benefit from Omicron?
The world is trembling before the new Corona variant Omicron. Stock exchanges are going down, panic reigns in the crypto markets and politicians are outbidding each other with calls for tighter lockdown regulations. However, some experienced epidemiologists already see the emergence of Omicron as an indication of an imminent change from pandemic to endemic, in which we will live with the Coronavirus as if it were the flu. However, everyone agrees on one thing: we will still need vaccination. Who is this good news for?
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