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 December 23rd, 2025 | 07:30 CET
APA Corporation, NEO Battery Materials, JD.com – Sector rotation ahead
2025 will once again go down in history as a strong year for the stock market. This is particularly surprising from a German perspective, as the DAX, long considered an underperformer, even outperformed the leading US market with a gain of over 20%. However, anyone who believes that the coming year will be a simple continuation of this trend is likely to be disappointed. Many market observers expect prices to continue rising, buoyed by AI investments, fiscal tailwinds, and robust earnings. At the same time, however, the risks of unexpected turns are growing. High valuations, possible sector rotations, and underestimated asset classes could make 2026 a year in which flexibility is more important than blind optimism.
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Commented by Stefan Feulner on December 22nd, 2025 | 07:00 CET
Hecla Mining, Globex Mining, Coeur Mining – Trend remains intact
The precious metals sector was one of the big winners on the financial markets in 2025. While silver made headlines with its spectacular rally, gold in particular remains the overriding anchor of stability for investors. Despite temporary setbacks, there are many indications that the long-term upward trend remains intact. Structural drivers such as high government debt, geopolitical uncertainties, and continued demand for safe havens are likely to remain unchanged. Against this backdrop, gold and silver producers are once again coming into focus, as they can benefit disproportionately from the positive environment.
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Commented by Stefan Feulner on December 16th, 2025 | 07:10 CET
Rheinmetall, Almonty Industries, Theon – Peace talks open up opportunities
Hopes for a ceasefire in Ukraine are currently influencing not only politics but also the stock markets. While a possible peace plan is being negotiated at the highest level in Berlin, defense stocks are coming under short-term pressure. Investors are pricing in a scenario in which the military escalation subsides. However, looking beyond the daily headlines reveals a different picture. Regardless of the outcome of the Ukraine summit, Europe is facing a long-term security policy realignment, with permanently higher defense spending. For the defense industry, this means short-term volatility, but attractive prospects for investors in the medium to long term.
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Commented by Stefan Feulner on December 15th, 2025 | 07:20 CET
Canopy Growth, American Atomics, Palantir – Energy and cannabis with powerful potential
The end of the week spoiled a positive weekly performance for the stock markets due to disappointing figures from software group Oracle. High-flying AI stocks in particular took a significant hit, as Oracle's AI offerings fell short of analysts' forecasts. In contrast, cannabis stocks soared once again, driven by statements from US President Donald Trump.
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Commented by Stefan Feulner on December 15th, 2025 | 07:00 CET
Alibaba, Power Metallic Mines, Bayer – Spectacular twists
The 2025 stock market year is drawing to a close, and the major indices are likely to finish in positive territory once again. Nevertheless, fears of a correction are growing, especially for hyped AI stocks. In addition, due to sector rotation, there are companies that could stage a year-end rally due to their favorable valuations. Stock picking is likely to be more in demand than ever in the coming months.
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Commented by Stefan Feulner on December 9th, 2025 | 07:00 CET
Volkswagen, Silver North Resources, Albemarle – The comeback of value stocks
2025 was the year of AI stocks. Hardly any other sector dominated the stock markets as clearly as companies in the semiconductor, cloud, and generative AI sectors. While these stocks chased new records and single-handedly pulled the major indices upward, large parts of the market fell by the wayside. Cyclicals, industrials, commodities, and classic consumer stocks remained in downward trends despite solid fundamentals. This is precisely where an exciting starting point is now emerging. Many of these "lagging" sectors are trading at historically low valuations, while sentiment is increasingly shifting away from AI high-flyers. The market is rotating, and 2026 could be the comeback year for undervalued value stocks.
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Commented by Stefan Feulner on December 8th, 2025 | 07:20 CET
Glencore, Laurion Mineral, Endeavour Mining – Demand explodes
The continuing high demand for copper and precious metals, coupled with rising prices, is putting increasing pressure on the global commodities sector while also creating new opportunities. More and more producers are responding with massive investment programs, expanded exploration campaigns, and the accelerated expansion of existing projects. Copper, in particular, is considered a bottleneck metal in the energy transition. Without additional production volumes, there is a risk of price volatility and supply bottlenecks in key industries such as electromobility, renewable energy, and semiconductor technology.
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Commented by Stefan Feulner on December 2nd, 2025 | 07:15 CET
Enphase, dynaCERT, Fluence Energy – Now it is getting interesting
At the start of the last trading month of 2025, global stock markets are faltering once again. There is nervousness and fear of a major correction. AI-related stocks in particular are currently on the selling lists of major investors due to their sometimes horrendous valuations. In contrast, companies in the renewable energy sector have undergone a broad wave of consolidation in recent months. As a result, there are attractive entry opportunities here.
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Commented by Stefan Feulner on November 24th, 2025 | 07:05 CET
Rheinmetall, Hensoldt, Almonty Industries, MP Materials – Exaggerated reactions
Chip giant NVIDIA has delivered, once again exceeding analysts' forecasts. However, the stock market's celebrations were short-lived, with profit-taking across the board subsequently dominating the market. The overpriced AI sector is likely to face a prolonged period of consolidation. In other sectors, such as producers of critical raw materials, the current level could already be used as a long-term entry opportunity.
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Commented by Stefan Feulner on November 19th, 2025 | 07:05 CET
Strategy, FINEXITY AG, Allianz – The next rally is coming
After steep, sometimes parabolic upward movements, especially in AI-related technology stocks, fears of a major correction are currently circulating due to the high valuations of Nvidia, Palantir & Co. But do not forget that the stock market moves in waves, and every consolidation offers opportunities for long-term re-entry. Even in the crypto sector, this is likely to be just a blip in the long-term upward trend.
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