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 3rd, 2022 | 12:52 CEST
Is the turnaround coming for chip stocks? Intel, Nvidia, BrainChip, Aixtron and AMD
Last year, semiconductors were declared the new gold due to blown-up supply chains and the resulting shortages. After the recent boom and the build-up of overcapacity, the market could now grind to a halt by 2023 at the latest. High inflation, a global economic downturn and a possible recession in the industry could do the rest. Last week, Intel was already in the red with a slump in sales. In contrast, other companies from the chip sector could report positive surprises.
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Commented by Stefan Feulner on August 2nd, 2022 | 12:04 CEST
New opportunities at Aspermont, Palantir and Rheinmetall
After months of losses in technology stocks, there are signs of a recovery. The opportunities are lucrative in the long term. Market leaders have lost disproportionately since the beginning of the year due to fears of further interest rate hikes. The question is how far the monetary authorities will continue to turn the interest rate screw so as not to stifle economic growth altogether. If, on the other hand, the monetary policy were to become even looser again, the door would be opened to a further technology boom.
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Commented by Stefan Feulner on August 1st, 2022 | 10:13 CEST
Oil at the beginning of a supercycle - ExxonMobil, Saturn Oil+Gas, Chevron
The electricity of the future will be generated solely by wind and sun, and what's more, only battery-powered electric cars will flood the highways. The fossil fuel age has finally had its day and is being replaced by renewable energies. These words could have come both from the Green party program and from a Grimm Brothers' book of fairy tales because the reality looks different. Fossil fuels still dominate the global energy mix with around 80%, while photovoltaic and wind power plants continue to fail the 5% hurdle. Thus, humanity is at the beginning rather than the end of a new oil supercycle.
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Commented by Stefan Feulner on July 28th, 2022 | 10:19 CEST
Nel ASA, Altech Advanced Materials, Varta - Gamechanger in the battery market?
Due to the energy transition, the transformation of transport from combustion engines to vehicles powered by electricity is underway. Globally, this is drastically increasing the demand for batteries. The battle for the best efficiency and range is in full swing, not just among electric car manufacturers. To date, the most powerful storage devices for electrical energy on an electrochemical basis have once again come from China. However, a German company is poised to become the new standard on the market by developing a new coating method.
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Commented by Stefan Feulner on July 27th, 2022 | 10:37 CEST
Lufthansa, Kleos Space, Palantir - Shares about to take off
Currently, most investors are on edge. The uncertainties on a geopolitical and economic level are increasing - a never-ending conflict in Ukraine, fears of an impending global recession and inflation data at record levels. In addition, the next wave of the Corona pandemic is supposedly just around the corner. Nevertheless, after the sharp correction of the past months, there are interesting entry opportunities at discounted levels.
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Commented by Stefan Feulner on July 21st, 2022 | 11:37 CEST
Allianz, Pathfinder Ventures, K+S AG - Hot stocks for summer
Summer, sun, sunshine! There is a vacation mood in the air, with temperatures in Germany climbing close to the 40-degree mark. Now one just has to get on the plane and fly south. But wait, the keyword is fly. Due to staff shortages both in the air and on the ground, there are queues in many places, bottlenecks in baggage handling and even cancellations of flights. Meanwhile, those who want a more relaxed experience can vacation at a campsite. In North America, there are promising listed providers with considerable growth potential.
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Commented by Stefan Feulner on July 20th, 2022 | 13:20 CEST
BYD, Globex Mining, Nio - Unbridled growth due to climate change
Looking through the mainstream media regarding climate change, the German government around Baerbock, Habeck and Co. is calling for an even greater and faster transformation from fossil to renewable energy sources. In this context, the greatest challenges are evident in the transport sector because it is precisely in this area that CO2 emissions have actually risen since 1990, despite the development of more energy-efficient vehicles. According to experts, the all-encompassing solution for radical change is the electrification of the automotive sector. It will require enormous quantities of industrial metals in the coming years. The few producers are likely to profit enormously from the high demand.
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Commented by Stefan Feulner on July 19th, 2022 | 14:01 CEST
Gold price close to long-term buy signal - Desert Gold, Newmont and Barrick Gold in waiting position
Gold reached a new low for the year with the interim slide below the psychologically important mark of USD 1,700 per troy ounce. Thus, the precious yellow metal, which is supposed to act as a crisis currency, completely lost the gains since Russia's invasion of Ukraine. In the short term, there is now the threat of another test to the downside in the area of USD 1,600 per ounce. In the long term, gold should regain its role as an inflation hedge and a currency against major crises. It is, therefore, slowly time to build up anticyclical positions.
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Commented by Stefan Feulner on July 18th, 2022 | 15:00 CEST
Significantly higher targets at BYD and Barsele Minerals, a setback in hydrogen for Plug Power
The preliminary half-year figures of the Chinese electric mobility company BYD have been published and once again beat analyst forecasts. Following the announcement, the various houses showered themselves with newly set price targets far above the current price. In contrast, at the end of last week, US shares of renewable energies, particularly hydrogen-related companies, came under the wheels. Due to the high inflation rate, an enormously important economic and climate package could be called off.
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Commented by Stefan Feulner on July 14th, 2022 | 12:27 CEST
New opportunities for copper - Rheinmetall, Alpha Copper, Nordex
Last year, the expansion of renewable energies, for which copper is elementary due to its conductivity, proclaimed a new supercycle. The result was a new 10-year high for the red metal and prices above the USD 10,000 mark per ton. Currently, the specter of recession hovers over the markets, and the correction of the base price passed the 25% mark this week. However, copper will remain a scarce commodity in the coming years and the already tight supply will not be able to keep up with the substantial increase in demand. Thus, there is a second chance for investors in the long run.
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