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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 July 23rd, 2026 | 07:45 CEST

Most Valuable Companies: Undervalued and Poised for a Turnaround? ASML, BASF, Desert Gold

  • Mining
  • Gold
  • Commodities
  • semiconductor
  • chemicals
  • Technology

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

  • Gold
  • geopolitics
  • PreciousMetals
  • Defense
  • Banking
  • Investments

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

  • methane
  • OrphanWells
  • Oil
  • Energy
  • geopolitics
  • Banking
  • Investments

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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