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 June 29th, 2022 | 11:44 CEST
First Hydrogen, Daimler Truck, Mercedes-Benz - Will the EU Parliament's exit from combustion engines provide the next boost?
A few days ago, the EU Parliament decided to phase out combustion engines in cars and small commercial vehicles by 2035. The approval of the individual member states is still required to adopt the new directive. Although there are currently still disagreements within the German government as to whether Germany should agree to the ban, the directive can be passed with binding effect by a qualified majority even if Germany abstains. What impact would such a ban have?Read
Commented by Carsten Mainitz on June 29th, 2022 | 10:06 CEST
Price increases, inflation, rising interest rates and geopolitical risks - As an investor, one can get nervous. Despite all the challenges and uncertainties, depressed stock price levels offer an inviting risk-reward ratio. The big picture continues to favour commodity investments. Potential is not only to be found in the top dogs. Looking at the second tier is often more rewarding than one might think.Read
Commented by Carsten Mainitz on June 22nd, 2022 | 14:01 CEST
Fuel cells have many areas of application. In heavy-duty transport, intralogistics or stationary power plants, the technology can play out its advantages in a superior way. According to expert estimates, the number of fuel cells will increase sharply in the coming years. It is important to obtain the hydrogen from renewable energies - green hydrogen. Electric drives and batteries will play an important role during the mobility turnaround. Relatively unknown raw materials are also becoming increasingly important.Read
Commented by Carsten Mainitz on June 22nd, 2022 | 13:40 CEST
The idea that renewable energies will feed the world's entire energy needs is desirable but unrealistic in the short term. In the political debate in Germany, we are currently seeing how far apart the target images of "green" or "sustainable" and security of supply can be. In an exemplary manner - and this is meant with a wink - Europe's largest economy is shutting down its nuclear power plants and now suddenly realizes that its great dependence on Russia's gas supplies is creating a supply risk. Now a ramp-up of coal-fired power plants is supposed to fix it. For logical and forward-looking investors, oil stocks are worth a look.Read
Commented by Carsten Mainitz on June 15th, 2022 | 15:15 CEST
The current interest rate decision is casting its shadow ahead, and the horrendously rising inflation rates are unsettling market participants. In the fight against inflation, the US Federal Reserve will likely shrink its balance sheet further and herald more aggressive interest rate steps. However, there is then a risk of significantly weakening the economy. That would seriously worsen the macroeconomic picture and significantly increase the risk of the US sliding into recession. The biggest losers from a major interest rate hike will likely remain interest rate sensitive growth stocks. However, such a scenario is already priced in for many stocks.Read
Commented by Carsten Mainitz on June 15th, 2022 | 13:46 CEST
The times of ultra-loose monetary policy by central banks are history. While the inflation rate in the US exploded to 8.6% in May, the FED is forced to ring in further interest rate steps. After raising the key interest rate by half a percentage point last month, experts expect additional steps between 0.5% and 0.75%. On the other hand, the stalling of the economic engine and the increased risk of a recession speak against further drastic interest rate steps. Due to this fact, gold stocks should benefit in the long term, even if they are dragged down in the current market weakness.Read
Commented by Carsten Mainitz on June 8th, 2022 | 11:35 CEST
Blockbusters are drugs with which companies generate sales of more than USD 1 billion per year. Corona vaccines are currently an integral part of the global hit list. But also many application areas in different cancer fields or cardiovascular diseases offer a large market worth billions. Like BioNTech, a company with the right pipeline and the resulting compounds can quickly evolve from a start-up into an established and profitable player.Read
Commented by Carsten Mainitz on June 7th, 2022 | 11:32 CEST
In recent years, Corona has been the most urgent topic that has moved the world and the stock markets. Health care is and remains a megatrend. It is in the nature of things that the focus changes over time. Innovative approaches or forms of drug delivery, on the other hand, remain perennial favorites. There is also a lot of progress in research against cancer. These companies will play a major role in the future.Read
Commented by Carsten Mainitz on June 1st, 2022 | 14:57 CEST
Battery or hydrogen? Opinions are divided on the subject of e-mobility. The lengthy charging process for lithium-ion batteries, in particular, is a constant source of criticism. But now there is hope: Scientists at Cambridge University have developed batteries that can be charged to 90% in five minutes, whereas conventional batteries take hours. However, in addition to lithium, they also require tungsten and niobium, which are among the critical raw materials. Boron and sodium could also play an important role in the future.Read
Commented by Carsten Mainitz on June 1st, 2022 | 12:34 CEST
The Corona pandemic caused chaos, disrupted business processes and ultimately blew up entire supply chains. It is difficult for companies to recover from this. With Russia's invasion of Ukraine, a new test for businesses is on the horizon. While only a few industries, such as fertilizer manufacturers, could profit, the broad mass of listed companies went down. After calming down, there are now long-term opportunities at attractive levels.Read