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 July 14th, 2022 | 12:37 CEST
Fresh money for wallstreet:online, and K+S and Deutsche Bank in waiting position
The reporting season for the second quarter of the 2022 stock market year will be underway next week. As always, bank stocks in the USA will form the starting grid. It will be interesting to see how inflation, which has risen sharply in recent months, and higher interest rates, will affect the key figures. Compared with other sectors, the beaten-down financial stocks are favorably valued.
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Commented by Carsten Mainitz on July 13th, 2022 | 14:32 CEST
Lynas Rare Earths, Defense Metals, Rheinmetall - The arms industry is booming
Since the end of February, a bitter war has been raging in Europe, with currently no end in sight. In the first weeks, attempts were made to stop the war with diplomacy, but this strategy is now off the table. Rearmament is the motto. NATO and its allies are supplying heavy weapons to Ukraine to stop the Russian aggressor. In addition, many Western countries, led by Germany, decided to increase their defense budget in the coming years. The primary beneficiaries of these measures, in addition to the arms corporations, are the producers of rare earth metals.
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Commented by Carsten Mainitz on July 7th, 2022 | 14:25 CEST
Barrick Gold, MAS Gold, BASF - Turnaround in sight?
Despite Western sanctions, Russia is able to earn more money with its raw material deposits than before the war in Ukraine, which it instigated in violation of international law. This is not likely to please the Western world. They are already thinking about further spiraling sanctions. In the future, Western countries will be prohibited from buying Russian gold. That will likely lead to an artificial supply shortage - good prospects for gold stocks.
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Commented by Carsten Mainitz on July 6th, 2022 | 12:23 CEST
Aspermont, SAP, E.ON - Market leaders for challenging times on the stock markets
Digitization and the energy transition are two major megatrends that also carry great weight on the capital markets. Market position and scalability of the solutions offered often determine whether a company can stand out or float along with the broad masses. The companies discussed today are among the leading players in their industries and have set the course for growth.
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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?
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Commented by Carsten Mainitz on June 29th, 2022 | 10:06 CEST
BASF, Globex Mining, Barrick Gold - Stock pickers, beware!
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.
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Commented by Carsten Mainitz on June 22nd, 2022 | 14:01 CEST
Erin Ventures, Plug Power, Ballard Power - Unknown compounds with surprise potential!
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.
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Commented by Carsten Mainitz on June 22nd, 2022 | 13:40 CEST
Nordex, Saturn Oil + Gas, Shell - Reality vs Idealism: Long in oil stocks!
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.
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Commented by Carsten Mainitz on June 15th, 2022 | 15:15 CEST
SAP, BrainChip Holdings, Infineon - Chip stocks before the next wave!
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.
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Commented by Carsten Mainitz on June 15th, 2022 | 13:46 CEST
Deutsche Bank, Barsele Minerals, Commerzbank - Weak share prices offer opportunities!
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.
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