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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 20th, 2026 | 07:30 CEST

Stock Market Reality Check: When the Numbers Alone Are No Longer Enough – Infineon, Klarna and MustGrow Biologics

  • biologicals
  • agritech
  • Software
  • fintech

Created and Published on Behalf of MustGrow Biologics Corp.

Between sharp sell-offs and opportunities to scale, it becomes clear just how quickly the stock market reassesses expectations. One company suddenly delivers profits—and is still punished because its outlook turns lower. A growth stock must raise fresh capital to meet strong demand. And in the cyclical semiconductor industry, solid quarterly results are often not enough when bond yields rise and risk appetite shifts. For investors looking to understand what is really driving these market moves, the underlying pattern becomes clear.

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Commented by Stefan Bode on August 19th, 2026 | 07:35 CEST

Three Stock Market Stories Between Hype, Turnaround and a Tough Test—Bloom Energy, HPQ Silicon and Nel ASA in Focus

  • Silicon
  • Batteries
  • Drones
  • Energy
  • renewableenergy

Amid AI's rising electricity demand, a backlog of hydrogen investments, and new battery technology, the market is currently providing a textbook lesson in how quickly expectations can drive share prices—and how harshly financial results can bring those expectations back down to earth. This report brings together a growth stock following an extreme rally, a turnaround candidate showing signs of order momentum, and an early-stage tech player making significant progress toward regulatory approval. Those who carefully separate the opportunities from the risks can see what matters now: less about visions and more about margins, cash burn, order quality, and key technical price levels.

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Commented by Stefan Bode on August 18th, 2026 | 07:05 CEST

The US Energy Market as a Return Engine: Between Record Profits and Billion-Dollar Niche Markets—ExxonMobil, Occidental and Zefiro Methane

  • methane
  • OrphanWells
  • Oil
  • Gas
  • Energy

The US energy sector currently offers investors exceptional opportunities for returns. While established industry giants are generating historically massive cash flows thanks to record production levels, highly profitable niche markets are slowly coming into focus. The drivers behind this trend are stricter regulations and the enormous energy demand of new AI data centers, which makes the removal of legacy pollution an absolute necessity. From reliable dividends to growth drivers to explosive scaling potential. Read here to find out which three US-focused stocks are currently benefiting the most from this structural supercycle.

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Commented by Stefan Bode on August 17th, 2026 | 07:20 CEST

Gold Rush 2.0: Between Record Cash Flows, Permitting Boosts, and Massive Leverage Opportunities – Agnico Eagle, B2Gold and Desert Gold

  • Mining
  • Gold
  • Africa
  • Investments
  • geopolitics
  • Commodities

The gold price has stabilized above USD 4,000, driving strong movements in the mining sector. While established industry giants are posting historic cash flow records thanks to high prices or triggering significant share price jumps through new mining permits, smaller explorers are also repeatedly coming to the forefront. In particular, companies on the verge of making the leap from pure explorers to high-margin producers are currently still trading at striking valuation discounts. A look at three current industry examples reveals where the major opportunities and risks currently lie.

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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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