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 9th, 2022 | 07:27 CEST
BioNTech, Triumph Gold, Rheinmetall - Uncertainties everywhere
The ongoing fighting in Ukraine and concerns about an escalation of the situation are worrying capital markets worldwide. Nevertheless, the leading stock market barometers were able to distance themselves significantly from their lows. Now, the next blow has followed with the publication of the FED's meeting minutes. The US Federal Reserve wants to accelerate the reduction of its balance sheet total and let bonds worth up to USD 95 billion expire without buying again. In doing so, the monetary authorities are hitting technology stocks in particular, which have already been in a sharp correction since the beginning of the year. Gold, on the other hand, is barely reacting despite the expected interest rate hikes, a strong sign for the precious metal.
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Commented by Stefan Feulner on April 7th, 2022 | 14:35 CEST
Newmont, MAS Gold, Barrick Gold - This will be the hard currency
Precious metals lived up to their name as a crisis currency when the Russian army invaded Ukraine at the end of February. Gold rose by almost 10% in the first rush and marked a new high at USD 2,070.18 per ounce. Only USD 4 was missing to climb to a new all-time high in the current world reserve currency, the US dollar. Since then, the yellow metal has been correcting, but new highs should only be a matter of time in the long term. The importance of gold can currently be seen due to geopolitical tensions. The chairman of the Russian Energy Commission, Pavel Zavalny, proposed to pay for Russian oil and gas in "hard currency", i.e. in gold.
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Commented by Stefan Feulner on April 6th, 2022 | 10:19 CEST
Ballard Power, dynaCERT, Plug Power - Hydrogen more important than ever before
The consequences are already apparent, at the latest when you stand at the gas pump and look at the horrendous increases of the last weeks. Germany is paying the price because of its overdependence on one customer, in this case, Russia. It is also a fact that Germany is moving too slowly concerning the energy transition. Acceleration is now imperative. Hydrogen fuel cell technology has already been identified as the missing piece of the puzzle and is becoming all the more important due to the current geopolitical tensions.
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Commented by Stefan Feulner on April 5th, 2022 | 12:10 CEST
K+S AG, Globex Mining, KWS Saat - Perfectly positioned
Society has less than 30 years to achieve the climate neutrality agreed upon under the Paris Climate Agreement. But this requires many metals and raw materials. Demand for lithium, copper and nickel will exceed supply as early as 2022. With the outbreak of the Ukraine conflict, there will be a further shortage and an explosion in prices. The beneficiaries of this trend are commodity producers and exploration companies. Globex Mining is a global commodity incubator and stands out with its business model.
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Commented by Stefan Feulner on April 4th, 2022 | 11:15 CEST
NIO, Power Nickel, BYD - Extreme demand despite rising prices
Due to climate change, something historical is taking place in the transport sector: the transformation of fossil-fueled cars to so-called electric vehicles powered by batteries. The growth figures of electric car manufacturers such as Tesla, BYD and NIO are impressive. The trend is only just beginning and is expected to pick up speed significantly in the next 2-3 years. Due to the high demand for battery-powered cars, the raw materials required, such as lithium, cobalt and nickel, are increasing in parallel. Due to the lack of supply, the winners are precisely those producers and exploration companies that are currently, or in the near future, able to supply the scarce commodities.
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Commented by Stefan Feulner on April 1st, 2022 | 12:44 CEST
Glencore, Nevada Copper, BASF - Extreme fantasy in these shares
Copper is needed everywhere, especially now due to the energy transition. An electric car, for example, requires up to 4 times more copper than a vehicle with a combustion engine. The production of a wind turbine requires 30 tons of copper per turbine, including a connection to the power grid. Meanwhile, prices are exploding, with 1 ton of the red metal already costing over USD 10,300. The trend is likely to continue in the longer term. The primary beneficiaries of this super cycle, besides copper producers, are attractive exploration companies.
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Commented by Stefan Feulner on March 31st, 2022 | 10:30 CEST
K+S, Saturn Oil + Gas, Salzgitter AG - Growth market for raw materials
The specter of inflation has been growing since the outbreak of the Corona pandemic and the unlimited money printing by central banks. According to the minutes of the monetary authorities, inflation was only temporary. But far from it, inflation will remain permanent and hit even harder than feared. Support is also coming from the sanctions imposed against Russia. As a result, the supply of oil, gas and many other commodities is becoming tighter, and prices are skyrocketing. And do not take the word of a central banker again who wants to explain to you that this time inflation is only temporary.
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Commented by Stefan Feulner on March 29th, 2022 | 11:25 CEST
BYD, Meta Materials, Salzgitter AG - Unabated rise
Inflation is rising relentlessly and is likely to last far longer than predicted by the monetary authorities at the beginning of the year. The Russian war of aggression in Ukraine and the resulting sanctions have caused extreme price increases for energy and raw materials. Trade flows and supply chain relationships have also been severely impaired. Uncertainty about further economic developments remains high, but the price increases due to the escalation of the Russia-Ukraine conflict are only partially reflected in the inflation rate to date. As a result, the industry can expect higher costs in the coming months. By contrast, producers of various materials are benefiting.
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Commented by Stefan Feulner on March 28th, 2022 | 12:34 CEST
Deutsche Bank, Hong Lai Huat, Commerzbank - Strong comeback
Following Russia's invasion of Ukraine and the subsequent sanctions, banks, in particular, lost disproportionately in stock market value. Concerns about possible loan defaults in neighboring Eastern European countries caused the major European banks and domestic financial institutions such as Deutsche Bank and Commerzbank to plummet in the short term. In recent days, however, it is precisely these stocks that showed relative strength, driven above all by interest rate fantasies triggered by the US Federal Reserve.
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Commented by Stefan Feulner on March 25th, 2022 | 11:06 CET
SGL Carbon, Almonty Industries, HeidelbergCement - Prices are going through the roof
Supply chain disruptions and shortages of certain raw materials were already occurring well before Russia's invasion of Ukraine. Last year, for example, the shortage of semiconductors in the automotive industry already led to short-time working and production plant closures. Current geopolitical tensions are exacerbating inflationary developments. For the first time, the central banks are attempting to counteract this. However, a further escalation of the price spiral is anything but unlikely. The profiteers here are the commodity producers.
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