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 July 31st, 2026 | 07:15 CEST
Dividend Giant, Cleantech, and AI Turnaround: dynaCERT, McDonald's, ServiceNow, and TeamViewer
The stock market offers a wide range of opportunities, and this report analyzes three exciting stocks from different industries. Discover the highly profitable franchise model of a global fast-food giant and a reliable dividend payer. Also, learn how an innovative cleantech company is transforming the logistics market with ingenious emissions reduction. Finally, we examine the technical recovery of an established software provider that is aiming for a strong comeback thanks to new AI integrations. Read all the facts and figures in the detailed report below.
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Commented by Stefan Bode on July 30th, 2026 | 09:35 CEST
Sector Rotation from AI to Fallen Angels? HPQ Silicon, Mercedes-Benz and PayPal
While the technology and semiconductor sectors are largely driven by innovations in high-density energy storage and the expansion of AI infrastructure, valuation multiples have recently appeared to be vastly overinflated. Consequently, selling pressure has recently increased on Amazon, Nvidia, Tesla, and others, while profit-taking from those stocks is now flowing back into other sectors and "fallen angels." Today, we'll take a closer look at three of these fascinating companies—ranging from an international payment provider to a German automaker to an innovator in battery technology. Read more here.
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Commented by Stefan Bode on July 29th, 2026 | 07:00 CEST
US Uranium Independence in Focus, T-Mobile US Under Pressure, Volkswagen Cuts Forecast – American Atomics, Deutsche Telekom, Porsche
The Iran war and the potential for escalation into neighbouring countries remain firmly on investors' radar despite the temporary pause in US air strikes. This report examines current developments at companies from various sectors that are currently attracting market attention. Whether it is strategic realignments to secure critical raw materials, turbulent share price reactions among telecommunications giants following earnings season, or the margin challenges facing European automakers in the Asian market—the latest market data offers plenty of potential for volatility. Find out which fundamental metrics and trends are now becoming decisive for investors.
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Commented by Stefan Bode on July 28th, 2026 | 10:00 CEST
Cloud Rally, Drone Boom and a Historic Crash: Evotec, SAP and Volatus Aerospace in Focus
The temporary suspension of US airstrikes against Iran has eased market tensions, presenting investors with stark contrasts once again. In this report, we analyze three technology companies at pivotal moments in their development. An established software giant is impressing investors with strong cloud performance, helping to dispel AI concerns of recent months. An innovative drone company is benefiting from the high-margin growth market for autonomous aerial systems. Meanwhile, a research services provider is struggling to regain the confidence of its remaining investors after issuing a severe profit warning that sent its shares to a 10-year low. Discover in our market analysis where attractive entry opportunities may be emerging and where the risk of catching a falling knife looms.
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Commented by Stefan Bode on July 27th, 2026 | 07:10 CEST
The "Magnificent Seven" Stumble, Dragging the S&P 500 Lower; Oil Tops USD 90; VIX Surges – Barrick Mining, Deutsche Börse, DRC Gold, Alphabet, Tesla
Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla make up the "Magnificent Seven" and account for roughly one-third of the S&P 500's market capitalization. When two of these heavyweights, Alphabet and Tesla, come under pressure, the broader market feels the impact. Their declines alone shaved around 0.6% off the S&P 500, while the VIX volatility index surged by as much as 17%. Meanwhile, WTI crude oil climbed nearly 5% to above USD 90 per barrel, boosting energy stocks such as Chevron and ExxonMobil. Industrial names, including Caterpillar and Deere, also gained ground. Gold and silver prices also stabilized after recent weakness, while government bonds came under renewed selling pressure as rising inflation expectations pushed yields higher.
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Commented by Stefan Bode on July 24th, 2026 | 08:40 CEST
Opportunities & Risks in Q2 Earnings: Almonty Industries, BioNTech, Danaher, Pfizer, and Sartorius
Global equity markets remain highly dynamic, and the fundamental backdrop has changed rapidly in recent quarters. In today's report, we examine three compelling investment stories at critical turning points. We take a closer look at former pandemic-era pharmaceutical high-flyers that must now navigate new tariffs as they shift their focus toward cancer therapies. We also analyze a geopolitically indispensable producer of a critical raw material that is benefiting significantly from efforts to secure Western supply chains. Finally, we turn to the bioprocessing sector, where upcoming quarterly earnings could determine the industry's direction following recent market turbulence. Find out where the most attractive opportunities, and the key risks, may lie.
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Commented by Stefan Bode on July 23rd, 2026 | 07:45 CEST
Most Valuable Companies: Undervalued and Poised for a Turnaround? ASML, BASF, Desert Gold
Despite the wars in Ukraine and Iran, the current stock market environment remains bullish, and there are always companies emerging as promising candidates for the next investment. This report analyzes three promising stocks from three different sectors. First is a European technology giant that, thanks to its monopoly position, is aiming for a trillion-dollar valuation. Next is a heavily undervalued gold explorer that is on the verge of making the lucrative leap to becoming a producer. Finally, we examine a global leader in the chemical industry whose recent surges in operating profits could signal a genuine turnaround. Discover the potential of these stocks now.
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Commented by Stefan Bode on July 22nd, 2026 | 08:10 CEST
Gold: A Catalyst for Takeovers, with No Reversal in Sight—Commerzbank, Lahontan Gold, Renk, UniCredit
The stock market is constantly in flux, offering investors new opportunities while also requiring a solid understanding of individual sectors and companies. Our latest report highlights three highly intriguing stocks from different sectors that stand out due to takeover speculation, strategic realignments, and strong fundamentals. Whether it is geopolitical drivers affecting precious metals, political interventions in the banking sector, or the discrepancy between weak technical charts and operational strength in the defense industry—today's insights provide you with a solid foundation for your upcoming investment decisions.
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Commented by Stefan Bode on July 21st, 2026 | 07:50 CEST
Weak Trading Week, Strong Banks, and an Interesting Oil Services Company – Bank of America, IBM, J.P. Morgan, Zefiro Methane
The past trading week, from July 13 to 17, 2026, was marked by strong quarterly results from major US banks, rising oil prices, and growing nervousness in the stock markets. While the S&P 500 lost about 1.2% and the Nasdaq fell 3%, several bank stocks managed to outperform the weak broader market. This week, investors are likely to focus once again on oil prices, as the US military campaign in Iran and Ukraine's attacks on Russian oil refineries continue to tighten energy markets. Higher oil prices increase costs across the entire value chain, raising the prospect of stronger inflationary pressures in the months ahead. Read on to find out who is still profiting in this environment.
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