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 16th, 2022 | 10:40 CEST
Analysts enthusiastic about figures - K+S, Meta Materials, Deutsche Telekom
The second quarter results season is slowly drawing to a close. Overall, most companies were again able to surprise on the upside despite recession fears and supply chain problems. In addition, forecasts for the year were largely maintained despite risks relating to energy procurement and costs. Due to the correction in the first half of the year, many companies offer attractive entry opportunities at their current levels. In addition, analysts see price increases of over 50% for various stocks.
Read
Commented by Stefan Feulner on August 15th, 2022 | 12:26 CEST
Long-term bottom reached? - Barrick Gold, Manuka Resources, Newmont
In 2022, a stock market year characterized by geopolitical uncertainties and major inflation concerns, investors were definitely wrong if they followed the old stock market adage "Sell in May and go away". Although the German stock market barometer DAX only marked a new low for the year of 12,385 points in July, it has since risen steeply by around 1,500 points. The precious metal gold was also able to turn around after a successful test of the critical support zone at USD 1,680 per ounce and set off for new highs after breaking through the USD 1,800 mark.
Read
Commented by Stefan Feulner on August 11th, 2022 | 10:57 CEST
BYD, Edison Lithium, Albemarle - It is getting problematic
The electrification of transport and the replacement of the combustion engine are essential to achieve the proclaimed climate goals of politics. Batteries are one of the main components of electromobility. According to a study by the consulting firm Roland Berger, the global market for lithium-ion batteries will grow by 30% per year until 2030. But electric car manufacturers are already struggling with the scarce metal lithium. Prices are skyrocketing and demand is far outstripping supply. Lithium producers are likely to continue to be the primary beneficiaries in the coming years.
Read
Commented by Stefan Feulner on August 10th, 2022 | 11:21 CEST
Rare opportunities - Raytheon, Defense Metals, MP Materials, Rheinmetall
Heavy weapons for peace! This statement should make every pacifist's stomach turn, but in reality, this is the scenario currently playing out. It may not sound very comprehensible, but in order to guarantee peace, the world continues to arm itself. Companies in this industry, such as Rheinmetall, Raytheon and Northrop Grumman, are bullish. With the conflict in Taiwan simmering, tensions are again rising. China holds the reins of power with its raw materials. The West is trying desperately to reduce its dependencies on China, but this cannot be achieved in the short term.
Read
Commented by Stefan Feulner on August 9th, 2022 | 12:36 CEST
Buy after the price slide? Tocvan Ventures, Palantir, Bayer
The stock markets have continued to move upwards since their lows in mid-June, with the DAX easily breaking the 13,600 mark. The precious metals and crypto markets also look sunnier in the hot August. One reason for the good mood, in addition to the pleasant temperatures, is the positive course of the reporting season for the second quarter. Still, there are outliers to the downside that represent a potential long-term buying opportunity despite below-forecast numbers.
Read
Commented by Stefan Feulner on August 8th, 2022 | 10:10 CEST
Analyst comments on BYD, Barsele Minerals and Rheinmetall
After the significant correction since the end of February due to the outbreak of the war in Ukraine, stocks have been clearly on the rise again since the lows in mid-June. The Dow Jones gained around 12% in recent weeks. The number season for the second quarter is also surprisingly positive. Already several experts have called the end of the bear market. Analysts were also extremely optimistic for the rest of the fiscal year following the results.
Read
Commented by Stefan Feulner on August 4th, 2022 | 13:53 CEST
Crash! Which shares are attractive now - TeamViewer, Viva Gold, Infineon
The technology sector has been in a sharp correction for months. The leading technology index from the US alone, the Nasdaq-100, recorded price losses of around 34% up to its low. Since the middle of last month, a countermovement has set in. However, many companies are still at an interesting entry level. Currently, the season for the publication of the figures for the second quarter is also underway. Here it becomes clear which companies you can build on in the future or which title you should remove from your portfolio.
Read
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.
Read
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.
Read
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.
Read