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 March 9th, 2022 | 12:14 CET
The nervousness caused by the dramatic situation in Ukraine is also spreading to the global capital markets. Germany's leading index, the DAX, fell to a new low for the year of 12,431.50 points. By contrast, gold, the crisis currency, was bullish and put an initial exclamation mark above the USD 2,000 per ounce mark. Data providers such as Kleos Space and Palantir, whose Gotham software provides analyses for the US armed forces, among others, are also in demand.Read
Commented by Carsten Mainitz on March 3rd, 2022 | 13:49 CET
The war in Ukraine, which is expected to last even longer, continues to weigh on the stock markets. The majority of the world community is determined to quell Putin's aggressiveness with all kinds of sanctions and bans, costing them a lot. More and more Western oil companies are leaving Russia. The share price of Gazprom, the world's largest producer of natural gas, has been pulverized in recent days. However, some sectors should also benefit from this mixed situation.Read
Commented by Carsten Mainitz on March 3rd, 2022 | 12:48 CET
The stock markets will certainly remain nervous for some time to come given the war in Ukraine and Putin's threatening nuclear gestures. But where there is uncertainty and risks, there are also opportunities. The big picture favors commodity investments: precious metals as a crisis currency, battery metals with high demand due to the energy transition, and agricultural commodities. We take a look at shares that offer good opportunities.Read
Commented by Carsten Mainitz on March 2nd, 2022 | 13:21 CET
War in Europe! After the end of the Balkan conflict and the ceasefire in Northern Ireland and the Basque country, no one could have imagined that it could happen again so quickly. On the stock exchanges, armed conflicts seldom cause storms of enthusiasm. On the contrary, investors take refuge in supposedly "safe investments," such as precious metals. Therefore, it is all the more important to closely examine the news situation in order to identify which stocks can benefit from the overall negative situation.Read
Commented by Carsten Mainitz on February 25th, 2022 | 12:07 CET
In the last few days, what was supposed to be prevented by diplomacy has become the bitter truth. Russia, in the person of Russian President Putin, has made the decision for a military operation and has advanced with its troops into eastern Ukraine. A heavy blow for the stock market, sending the DAX temporarily down more than 5% below the 14,000 point mark. That political stock markets have short legs has been shown all too often in the past. As a result, investors should take a closer look at companies that have lost significant value due to the Ukraine crisis but are making significant fundamental progress.Read
Commented by Carsten Mainitz on February 24th, 2022 | 13:45 CET
Unsettled times are good for gold investors. The precious metal has risen by 5% since the beginning of the year. At times it was quoted above the USD 1,900 per ounce mark again. The shares of Barrick and Yamana gained about 20% during this period. The NYSE Arca Gold BUGS Index, which tracks the most important international gold producing mining companies, topped this performance with a plus of 25%. Thus, the sector clearly outperformed the global stock markets recently. Rising precious metal prices are also the hour of explorers and developers.Read
Commented by Carsten Mainitz on February 24th, 2022 | 11:30 CET
Corona has been turning the world upside down for two years. Although the stock markets have largely recovered from their crash in February and March 2020 and are clearly up again, some stocks are still doing much better, thanks to Corona. For example, shares of companies involved in developing and producing Corona vaccines, medicines, or testing methods have significantly outperformed the indices. But how sustainable is this boom?Read
Commented by Carsten Mainitz on February 22nd, 2022 | 10:49 CET
Water is the basis of all life. We use water for our nutrition, daily hygiene and leisure activities. Water is also a crucial economic factor as an energy source, transport medium and raw material. But access to clean drinking water is not a matter of course; even today, 1 billion people are denied it. According to various experts, this situation will soon deteriorate dramatically. By 2025, 3 billion people could be living in countries with severe water shortages. Therefore, water scarcity is an urgent issue for the future of humanity.Read
Commented by Carsten Mainitz on February 21st, 2022 | 14:49 CET
In the course of the energy transition, renewable energies such as hydroelectric and solar power, wind energy, geothermal energy and renewable raw materials are replacing fossil fuels. By 2050, renewable energy sources are to cover around 60% of national consumption. Another key challenge is to increase energy efficiency. New storage concepts and intelligent energy networks play a central role here. Not to be forgotten are the essential raw materials such as copper, from whose expected price increases commodity producers can profit.Read
Commented by Carsten Mainitz on February 18th, 2022 | 12:47 CET
The US Federal Reserve is on the verge of ending its ultra-loose monetary policy and is signaling interest rate hikes soon in order to get a grip on high inflation, which is currently far above the target value of 2%. In addition, the monetary watchdogs cite future inflation risks and the robust labor market as reasons for the rising interest rates. As a result, shares of banks and financial services providers are benefiting. The successful restructuring measures, which are now generating billions in profits for the banks, also boost share prices.Read