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 April 29th, 2022 | 11:16 CEST
BioNTech, NervGen, Sanofi - The rebound is on the way
Uncertainties remain. Admittedly, infection figures are falling in the Corona pandemic and should ensure a quiet summer in this respect. In addition to inflation remaining at a high level, the Ukraine conflict moved to the front news pages. It has caused panic and strong sales on the stock markets in recent weeks. After the DAX marked another interim low at around 13,500 points yesterday, the stock market barometer turned around but is struggling with the psychologically important mark at 14,000 points. Now the quarterly season has begun, which could provide positive impetus. Commerzbank and Deutsche Bank started it off and were quite convincing.
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Commented by Stefan Feulner on April 28th, 2022 | 13:45 CEST
Deutsche Bank, mm2 Asia, Commerzbank - Uncertainty brings opportunities
It is currently difficult for investors to operate successfully on the capital markets. Restrictions due to the Corona pandemic, which has been ongoing for 2 years, are still a burden. In addition, the extreme rise in inflation, broken supply chains and worries about several interest rate hikes are hampering rising prices. With the uncertainty of the Ukraine conflict, there is now another factor that currently does not speak much in favor of an investment in the stock markets. But in the past, precisely when uncertainty rose, this was the best time to open new positions.
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Commented by Stefan Feulner on April 28th, 2022 | 10:58 CEST
Plug Power, Altech Advanced Materials, Nel ASA - Ambitious valuations
There is everything to be said for the transformation from fossil fuels to renewable energy. Now that the Western world has broken away from the Russian aggressor, the expansion of "freedom energies" is to proceed even faster. Baerbock, Habeck and Co. have already announced the withdrawal from dependence on the Eastern European neighbor. It should now be exciting to see how implementation works in the near future. The listed companies in the respective sectors, such as fuel cells, hydrogen and photovoltaics, have already built up horrendous valuations despite a correction that has been ongoing for months. Thus, caution is advised for some shares against a further slide.
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Commented by Stefan Feulner on April 25th, 2022 | 12:55 CEST
Rheinmetall, Defense Metals, MP Materials - Until the next bubble bursts
In every crisis there are winners and losers. Due to the numerous lockdowns of the past two years, shares such as Netflix, Delivery Hero and Peloton, in addition to vaccine manufacturers such as BioNTech and Moderna, are the winners. However, since Russia invaded Ukraine, defense shares, which were recently classified as "socially harmful", have become the new stars in the stock market sky. The call for rearmament by several countries is creating enormous valuation bubbles that are likely to burst again in the near future.
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Commented by Stefan Feulner on April 22nd, 2022 | 10:51 CEST
Rio Tinto, Ximen Mining, Barrick Gold - Shares to counter the crisis
The precious metal gold has not yet been able to reach a new all-time high in the current reserve currency, the US dollar. However, the conditions for this to happen soon are extremely favorable. The uncertainties in geopolitics, not only in Ukraine, as well as continued high inflation rates and even higher debt levels in many countries, are a dangerous mixture that should speak for rising precious metal prices. The central banks are called upon to act if it is not already too late. It is therefore advisable to at least partially protect your portfolio.
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Commented by Stefan Feulner on April 21st, 2022 | 11:35 CEST
Plug Power, Barsele Minerals, Nordex - Prepared for the crisis
A ghost is haunting, not only in Europe. It is the ghost of stagflation. Stagflation means stagnating economic growth with rising inflation. Russia's invasion of Ukraine has now added another factor of uncertainty. The central banks are being challenged. While the Fed reacted by raising interest rates for the first time, the European Central Bank has shone by failing to act. The consequences for consumers are drastic, and inflation is likely to weigh on us for a long time to come due to the food and energy crisis.
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Commented by Stefan Feulner on April 20th, 2022 | 12:57 CEST
BP, Saturn Oil + Gas, Deutsche Rohstoff - Continued clear dependence
We can spin it any way we want and make further ambitious plans for a faster transition from fossil fuels to renewables. Still, currently, the global economy is dependent on oil and natural gas. And this is likely to remain the case in the near future, as seen from the significant rises in Brent and WTI crude oil. The primary beneficiaries of this trend - JPMorgan declared a supercycle for oil as early as June 2020 - are undoubtedly the producers of the black gold.
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Commented by Stefan Feulner on April 20th, 2022 | 11:34 CEST
SAP, Kleos Space, TeamViewer - Profiting from technological progress
It is a first in world history. The currently ongoing Ukraine conflict is the first major war in which commercially available satellite imagery plays an important role in providing information about troop movements, military buildups in neighboring countries, and refugee flows. These images are provided by private satellite companies, which provide global geolocation data as a service using AI-powered technology and deliver it to customers such as governments, intelligence agencies or insurance companies. The market for satellite-based data is growing enormously, and company valuations still promise significant upside potential.
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Commented by Stefan Feulner on April 19th, 2022 | 12:10 CEST
Bayer, Defence Therapeutics, Formycon - Biotech stocks facing transformation
The pharmaceutical industry proved to be a key industry in the Corona pandemic, developing tests, vaccines and drugs at record speed and making them available in large quantities. In the process, biotechnology emerged as the innovative engine. The development of new compounds is particularly important for the pharmaceutical industry, as patent protection for many blockbuster drugs will expire in the future or has already expired. For this reason, the pharmaceutical industry is now entering biotechs much more frequently in the early development phases of a new drug. As a result, early-stage development companies already offer opportunities for multiplication.
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Commented by Stefan Feulner on April 19th, 2022 | 11:43 CEST
Volkswagen, Phoenix Copper, Nordex - Act quickly
The German cabinet wants to minimize dependency on Russian oil and gas and, at the beginning of April, passed the so-called Easter Package at the suggestion of Vice-Chancellor and Federal Economics and Climate Protection Minister Robert Habeck. It has been the largest amendment to energy policy legislation in decades. The Easter package comprehensively amends various energy laws in order to accelerate and consistently drive forward the expansion of renewable energies. To put this amendment into practice, the demand for raw materials, which are already in short supply, will drastically increase, positively affecting producers.
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