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 March 27th, 2026 | 07:15 CET
Volatus Aerospace – A Billion-Dollar Market Gaining Momentum from Security & Industry
The global drone market is poised for a structural growth surge. According to industry forecasts, unmanned systems are gaining importance not only in the military sector but also in infrastructure, energy, and disaster response. In particular, the increasing use of autonomous technologies and the need for efficient monitoring of critical facilities are driving demand. At the same time, a new billion-dollar market is emerging around drone defense, which could grow to over USD 20 billion by 2030. Companies that combine hardware, software, and operational services are positioning themselves as key players in a new aviation industry.
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Commented by Stefan Feulner on March 24th, 2026 | 07:05 CET
Uranium Energy, American Atomics, Energy Fuels: Strong Political Tailwind
The uranium market is undergoing a structural shift. The AI boom, data centers, and geopolitical tensions are driving up demand for reliable baseload energy. Nuclear energy is becoming a key technology of the digital age. At the same time, capital from Silicon Valley is flowing directly into the sector. The development of Western supply chains and new subsidy programs could trigger a revaluation with enormous potential for investors.
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Commented by Stefan Feulner on March 23rd, 2026 | 07:25 CET
JinkoSolar, Stallion Uranium, Yara – New Opportunities in the Wake of the Energy Crisis
The global economy is on the brink of a tectonic shift. Skyrocketing energy prices, geopolitical tensions, and the rapid rise in global electricity demand are forcing governments and industries to rethink their strategies. While renewable energy is being expanded on a massive scale, nuclear energy is also making a comeback as a stable baseload source. At the same time, commodity and agricultural markets are coming under increasing pressure due to disrupted supply chains. This complex situation is creating a new reality in the markets. Those who supply the key technologies or control critical resources could be among the big winners in the coming years.
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Commented by Stefan Feulner on March 23rd, 2026 | 07:05 CET
Siemens Energy, A.H.T. Syngas Technology, Plug Power – Energy Demand Is Overwhelming Old Systems
Global electricity demand is skyrocketing. At the same time, existing grids are reaching their limits, while volatile renewable energy sources are creating new challenges for supply security. As a result, the need for stable infrastructure, flexible energy sources, and decentralized solutions is growing rapidly. In addition to traditional large-scale projects, the focus is increasingly shifting toward innovative technologies, ranging from more efficient grids to alternative gases and hydrogen. This creates an exciting environment for investors, where new winners of the energy transition are emerging.
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Commented by Stefan Feulner on March 20th, 2026 | 07:00 CET
Rheinmetall, RE Royalties, Nordex – Three Megatrends Fuel Stock Market Speculation
The world is undergoing a structural transformation, and the capital markets are responding. Geopolitical tensions are driving massive rearmament and pushing demand for modern defense technology to new heights. At the same time, the energy crisis is highlighting how vulnerable global supply chains are and accelerating the expansion of renewable energy with enormous investment volumes. In parallel, new business models are emerging around infrastructure, financing, and long-term cash flows. What is currently taking shape is more than just a short-term boom: it is the emergence of new industrial powerhouses, with clear winners on the stock markets.
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Commented by Stefan Feulner on March 17th, 2026 | 07:15 CET
Antimony Resources: Geopolitics Is Driving Antimony Prices
Antimony is increasingly becoming a geopolitically important commodity. China dominates production, and export restrictions have already caused prices to rise sharply. At the same time, demand is growing from the defense, technology, and energy sectors. With the Bald Hill project, Antimony Resources is developing a potentially significant source of antimony for North America. New discoveries and high-grade drill results suggest that the project could have significantly greater potential than previously assumed.
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Commented by Stefan Feulner on March 16th, 2026 | 07:20 CET
Lynas Rare Earths, Power Metallic Mines, Mosaic – 3 Winners in the Raw Materials War
The global battle for critical raw materials is intensifying. Resources such as rare earth elements, copper, nickel, and cobalt are indispensable for electric mobility, wind power, and power grids, but also for modern defense technology. While China still controls large parts of global processing, the US, Europe, and their partners are attempting to establish new supply chains through multi-billion-dollar programs. Mining projects, recycling processes, and strategic partnerships are therefore moving into focus in this geopolitical race. For commodity companies, this environment is turning critical minerals into one of the defining investment themes of the coming years.
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Commented by Stefan Feulner on March 16th, 2026 | 07:10 CET
RENK, Silver Viper, Harmony Gold – Silver and Copper in the Global Commodities Race
Silver and copper are increasingly becoming key strategic metals in the new industrial era. The global expansion of renewable energy, power grids, and electric mobility is driving demand skyward. At the same time, demand from the defense industry is also growing. This is offset by a supply that is growing ever more slowly. New mines take years to reach production, while existing deposits, in some cases, are showing declining ore grades. Experts are therefore already warning of structural bottlenecks. For producers, this tension between rising demand and limited supply could become a real profit driver.
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Commented by Stefan Feulner on March 13th, 2026 | 07:25 CET
DroneShield, NEO Battery, and BYD: Innovations in a billion-dollar market
Drones are rapidly changing modern warfare. Today, inexpensive aircraft can threaten even expensive military technology, pushing traditional defense systems to their limits. At the same time, the demand for powerful batteries is increasing, as range and operating time could become decisive factors. AI-supported drone defense, high-performance batteries, and new battery technologies are thus at the center of a billion-dollar innovation race.
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Commented by Stefan Feulner on March 10th, 2026 | 07:35 CET
Almonty Industries, Glencore, Rio Tinto – The battle for critical raw materials intensifies
The global commodities landscape is approaching a turning point. Export restrictions, geopolitical tensions, and surging demand from the defense sector, the energy transition, and high-tech industries are driving up the prices of strategic metals. Particularly critical raw materials are coming under increasing pressure, while important producing countries are tightening control over their supply chains. Analysts are already talking about a structural revaluation of entire raw materials markets. At the same time, selected producers and trading groups are benefiting from rising prices, new projects, and strategic alliances along the supply chains. For investors, this means that companies that secure access to scarce metals and could play a key role in the new raw materials order are coming into focus.
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