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Stefan Bode

  • Ressources
  • Metals
  • Commodities

A native of the Eichsfeld region in the heart of Germany, he has more than 30 years of experience in the capital markets, with broad expertise spanning financial markets, history, and geopolitics. He founded his own business more than 20 years ago while still a student and today advises clients, foundations, and asset managers across four continents.

His passion lies in Elliott Wave chart analysis, identifying investments with attractive risk-reward profiles, and building diversified portfolios across multiple asset classes and monetary systems. He views this approach as a way to enhance portfolio resilience amid an increasingly interventionist political and regulatory environment, particularly in Europe.

In addition to traditional investments such as equities, stock indices, and currencies, his primary areas of focus include commodities, mining and resource companies, as well as alternative investments such as cattle ranches in South America.


Commented by Stefan Bode

Commented by Stefan Bode on August 14th, 2026 | 07:15 CEST

Three Industrial and Tech Stocks on the Verge of a Breakout? dynaCERT, TKMS and Viscom in Focus

  • Hydrogen
  • cleantech
  • GreenTech
  • AI
  • Defense
  • geopolitics

The stock markets are currently dominated by three megatrends: technological innovation, the green transition, and geopolitical security. It is precisely within this market environment that three exciting industrial and tech stocks are operating, all of which are on the verge of decisive turning points. Whether it is bulging order books in the defense sector, cleantech solutions for heavy-duty transportation, or turnaround potential in inspection technology for AI hardware—these stocks combine enormous opportunities with specific risks. It is worth taking an analytical look at the latest figures.

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Commented by Stefan Bode on August 13th, 2026 | 07:50 CEST

Stock Market Roller Coaster: Between Dramatic Price Plunges, Record Figures, and Strategic Turnarounds - Almonty Industries, PNE and Puma

  • Tungsten
  • CriticalMetals
  • renewableenergy
  • Sportswear

The current stock market environment presents an extreme mix of risks and opportunities. While a renewable energy project developer is reeling from a dramatic stock plunge following dashed takeover hopes, a producer of system-critical raw materials is shining with record growth thanks to strategic market power. At the same time, a global sporting goods conglomerate is struggling at a crucial technical level. Today's commentary highlights where further price losses loom and which potentials the market is currently mispricing.

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Commented by Stefan Bode on August 12th, 2026 | 08:20 CEST

Cash Flow Is King: Evonik, RE Royalties and Wheaton Precious Metals

  • royalties
  • dividends
  • Investments
  • PreciousMetals
  • chemicals

In today’s volatile market environment, investors looking for companies that stand out through strong margins and robust cash flow have come to the right place. This report examines three profitable players from the sectors of commodity finance, renewable energy, and specialty chemicals. What do these stocks have in common? Smart, scalable business models, significant operational improvements in the current fiscal year, and compelling technical chart patterns. Find out now which of these stocks are on the verge of a decisive breakout and why it is worth taking a closer look right now.

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Commented by Stefan Bode on August 11th, 2026 | 07:35 CEST

Beneficiaries of Change: The AI Boom, Infrastructure, and the Hunger for Raw Materials — Deutsche Telekom, Power Metallic Mines, Siemens

  • PGMs
  • Copper
  • AI
  • Energy
  • Telecommunications

Global financial markets are being shaped by far-reaching transformations. From the rapid rise of artificial intelligence and the massive expansion of digital networks to the geopolitically driven push to secure critical supply chains, powerful long-term trends are reshaping the investment landscape. Long-term investors and forward-looking market participants are increasingly looking for the companies set to benefit from these megatrends. The following report highlights three compelling stocks from different sectors that are currently impressing with record results, strategic positioning, and fresh buy signals. Discover which companies are laying the foundation for tomorrow's technology-driven economy.

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Commented by Stefan Bode on August 10th, 2026 | 07:35 CEST

Beneficiaries of the New Security Landscape: Can Three Technology and Defense Stocks Continue to Soar? BAE Systems, RTX, and Volatus Aerospace

  • Drones
  • Defense
  • hightech
  • geopolitics

Rising global defence budgets and growing civil aviation are fueling international stock markets. Billion-dollar defence contracts and investments in security infrastructure are driving record profits across the sector. From autonomous drone systems to state-of-the-art military technology, three companies are currently demonstrating their enormous earning power with strong order books, robust margins, and new all-time highs. Read on to discover which developments are supporting this upward trend.

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Commented by Stefan Bode on August 7th, 2026 | 08:35 CEST

Record Profits and Plunging Share Prices: Opportunities in Tech, Energy, and Gold Stocks – Infineon, Siemens Energy and Lahontan Gold

  • Gold
  • Silver
  • Commodities
  • Energy
  • Technology
  • AI

The stock market currently presents a paradoxical picture: while megatrends such as artificial intelligence and growing energy demand are driving record fundamentals, investors often react with unexpected sell-offs. At the same time, the precious metals sector stands out as a lucrative investment alternative thanks to geopolitical factors and new resource discoveries. This report analyzes three exciting stocks that, despite short-term market corrections, hold enormous potential for investors due to strong data and strategic growth.

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Commented by Stefan Bode on August 7th, 2026 | 07:00 CEST

AI Scaling and Agricultural Strength Meet an E-Commerce Correction: Bayer, Miivo, and Zalando

  • AI
  • Technology
  • agritech
  • ecommerce
  • SMB

Created and Published on Behalf of Miivo AI Inc.

The current earnings season vividly illustrates how differently market participants react to companies' fundamental developments. In this report, we examine three highly compelling players from the e-commerce, AI software, and agri-pharma sectors. While a well-known European online retailer is losing massive market value following its earnings guidance revision, a Canadian software provider is successfully scaling its AI solutions for small and medium-sized businesses. At the same time, a well-established global industrial and life sciences company is generating bullish technical signals, supported by strong margins in its agricultural business. Find out all the details here!

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Commented by Stefan Bode on August 5th, 2026 | 07:25 CEST

Between All-Time Highs and M&A Fever: Adidas, Commerzbank, Desert Gold, and Unicredit in Focus

  • Gold
  • Commodities
  • Takeover
  • Investments
  • Banking

This week's stock market action, with indices hitting new all-time highs, also presents investors with a mix of operational transformations, M&A speculation, and opportunities to capitalize on temporary price volatility. In the consumer goods sector, short-term margin concerns are leading to drastic sell-offs despite strong record sales, while commodity stocks are benefiting from robust international demand. At the same time, the banking sector is coming into focus due to record profits and an intensifying takeover battle in Germany. Read here to find out which three highly exciting investment stories are likely to be driving market participants right now.

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Commented by Stefan Bode on August 4th, 2026 | 07:25 CEST

Commodity Companies Poised for Growth: BHP, Rio Tinto, Zefiro Methane

  • methane
  • OrphanWells
  • Energy
  • Commodities
  • Oil

Megatrends such as the energy transition and the expansion of AI data centers continue to dominate stock market activity. This transformation requires massive investments in critical commodities and infrastructure. The following report analyzes three promising companies that are addressing precisely these structural bottlenecks. Whether as a global provider of essential metals with a solid dividend or as a specialized problem-solver in the modernization of old and construction of new energy grids—these stocks offer investors strategic entry opportunities into rapidly growing billion-dollar markets. Read now to find out which stocks promise long-term potential.

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Commented by Stefan Bode on August 3rd, 2026 | 07:25 CEST

Opportunities & Risks in Q2 Financial Results: Adobe, Almonty Industries, Apple, Microsoft

  • Almonty
  • adobe
  • apple
  • microsoft

From cloud computing to creative software and critical raw materials, several publicly traded heavyweights are now in the spotlight for investors. Following some sharp price movements, it remains to be seen whether operational strength and strategic decisions can stabilize valuations. The focus is on recurring revenue models, investment cycles, and who can profitably capitalize on the AI wave without excessively diluting margins and cash flows. At the same time, interest rates, currency fluctuations, and geopolitical risks are intensifying scrutiny of supply chains and the pricing power that still prevails. Should investors already be betting on a turnaround?

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