The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
Before founding his own company, he held various positions as business editor, fund advisor, portfolio manager and finally as CEO of a listed investment company. He also held several positions on the supervisory board.
He is passionate about analyzing a wide variety of business models and investigating new trends, especially in the areas of e-commerce, fintech, blockchain or artificial intelligence.
Commented by Stefan Feulner
Commented by Stefan Feulner on August 14th, 2026 | 07:50 CEST
At the Heart of the Electricity Boom: ERock, Zefiro Methane and Uniper
The explosive growth in electricity demand from AI data centers is transforming the energy market. Because grid connections often take years to establish and renewable energy sources alone cannot guarantee a continuous supply, natural gas—as a flexible energy source—is experiencing a new surge in demand. Billions are flowing into decentralized power plants and new infrastructure. At the same time, pressure is mounting to clean up the legacy issues of the oil and gas industry and reduce methane emissions. Three companies could benefit from different aspects of this massive investment cycle.
Read
Commented by Stefan Feulner on August 10th, 2026 | 07:30 CEST
Curtiss-Wright, Kobo Resources, Galaxy Digital: Despite Billions in AI, Gold Is Back in the Spotlight
Capital is currently flowing at a staggering pace into AI data centers, new power plants, and strategic infrastructure, yet gold remains in demand. Geopolitical risks, high government debt, and the search for real value keep the precious metal in the spotlight. This is creating opportunities in completely different sectors—from a profitable nuclear supplier to a gold explorer on the verge of its first resource estimate, to a former crypto specialist investing billions in AI data centers.
Read
Commented by Stefan Feulner on August 10th, 2026 | 07:10 CEST
Albemarle, HPQ Silicon, Fluence Energy: Battery Boom Poised for the Next Price Surge
The battery market is entering an exciting phase. While the lithium sector is making a surprisingly strong comeback after a long slump, new battery technologies are reaching key milestones on the path to commercialization. At the same time, it is becoming increasingly clear that even booming future markets are not immune to short-term setbacks. Amid record demand, billions in investments, and operational challenges, opportunities are now emerging that many investors may still be underestimating.
Read
Commented by Stefan Feulner on August 7th, 2026 | 07:10 CEST
Siemens Energy, RE Royalties, American Electric Power: The Electricity Boom Has Only Just Begun
The energy boom continues to gain momentum. AI data centers, electrification, and the global expansion of power grids are driving electricity demand to record levels and forcing companies to make investments worth billions. While a technology conglomerate is heading toward new highs on the back of strong quarterly results, a U.S. utility is expanding its infrastructure at record speed. At the same time, a little-known financing model is opening up the opportunity for long-term cash flows in the booming renewable energy market.
Read
Commented by Stefan Feulner on August 4th, 2026 | 07:20 CEST
Eldorado Gold, Lahontan Gold, Alamos Gold: Investors Face a Once-in-a-Century Opportunity
After its impressive rally, the price of gold is taking a breather. Profit-taking, a stronger US dollar, and hopes for a less expansionary monetary policy are creating short-term headwinds. However, the long-term drivers of the price have hardly changed. High government debt, ongoing geopolitical tensions, heavy buying by central banks, and the prospect of falling real interest rates continue to support the precious metal. It is precisely such periods of consolidation that have often opened up attractive entry opportunities in the past, particularly for promising gold companies with upcoming catalysts.
Read
Commented by Stefan Feulner on August 4th, 2026 | 07:10 CEST
Fortescue, Strategic Resources, Rio Tinto: Why the Market for Premium Ore Could Explode Right Now
Iron ore is abundant on Earth. But the material needed for lower-carbon steel production could become scarce. Direct reduction plants require significantly higher-quality ore than traditional blast furnaces. At the same time, new steel production capacity is set to come online in India and Southeast Asia alone, while aging mines are disappearing from the market, shifting the competitive landscape. In the future, what will matter most is not just who supplies the most tonnage, but who can offer high-quality material, affordable energy, and the right infrastructure.
Read
Commented by Stefan Feulner on August 3rd, 2026 | 07:55 CEST
Anglo American, Globex Mining, Lundin Mining: Commodity Giants Poised for the Next Surge
Despite the current market correction, copper, gold, and strategic metals are increasingly taking center stage in the global economy. Power grids, AI data centers, electric mobility, and defence are consuming enormous amounts of raw materials, while new mines are being developed only slowly. It is not just established producers that are benefiting from this. Broadly diversified companies are particularly attractive, as they can earn revenue from investments and royalties in numerous projects without having to finance every mine themselves.
Read
Commented by Stefan Feulner on August 3rd, 2026 | 07:05 CEST
Viking Therapeutics, BioNxt Solutions, and Bausch Health: Clinical Success Sparks Fresh Optimism
The pharmaceutical industry is entering a new phase of growth. Billions of dollars are being invested in innovative therapies, advanced drug delivery technologies, and the further development of established medicines. Areas such as metabolic diseases, personalized medicine, and next-generation drug delivery systems are evolving particularly rapidly, with the potential to improve patient outcomes and treatment convenience significantly. At the same time, strong corporate results and rising investments are fueling renewed optimism across the sector. For investors, this brings several companies into focus that could benefit disproportionately from these long-term industry trends.
Read
Commented by Stefan Feulner on July 31st, 2026 | 07:25 CEST
Baker Hughes, Zefiro Methane, Innio: 250% Potential and a Market on the Verge of Explosion
The next wave of billions is rolling toward the energy sector. The boom in artificial intelligence is driving rapid electricity demand growth and forcing governments and companies to make massive investments in power plants, power grids, and decentralized energy supply. At the same time, the modernization of decades-old oil and gas infrastructure is opening up entirely new business opportunities, while innovative energy technologies are further accelerating this transformation. Industry experts anticipate investments in the trillions in the coming years, with far-reaching consequences for the companies that technically implement these projects or profit from them. Some of them already have full order books, target markets worth billions, and growth drivers that the capital market has likely not yet fully priced in.
Read
Commented by Stefan Feulner on July 28th, 2026 | 07:50 CEST
Almonty Industries, Boliden, Teck Resources: The Pullback Presents a Major Opportunity
Commodity stocks have lost significant ground following the recent market correction—even though the fundamental outlook for many companies has continued to improve. Rising demand for tungsten, copper, and other strategic metals, driven by AI, defense, the energy transition, and digitalization, is meeting with tight supply. For long-term investors, this pullback could therefore present an attractive entry opportunity. Companies with advanced projects, strong balance sheets, and rising production are now back in the spotlight.
Read