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Stefan Feulner

  • E-Commerce
  • Fintech
  • Blockchain
  • AI

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 22nd, 2025 | 07:50 CEST

Almonty Industries – Escalation level raised

  • Mining
  • Tungsten
  • Investments

The trade war between the US and China reached a new level last week. On "Liberation Day", US President Trump raised punitive tariffs to an incredible 125%, prompting China to respond with export controls on rare earth metals that are essential for the manufacture of electric motors, batteries, and magnets, as well as for the defense industry. Similar restrictions on gallium, germanium, and tungsten have also been in place since the end of last year. At least in the case of tungsten, which is needed for use in armor-piercing ammunition, for example, there are signs of easing tensions with the start of production at the Sangdong mine in South Korea. The operating company's share price, Almonty Industries, has partially met expectations in recent months, but analysts believe it still holds significant upside potential.

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Commented by Stefan Feulner on April 22nd, 2025 | 07:10 CEST

TSMC, NetraMark, and Siemens Energy defy the crisis

  • AI
  • Biotechnology
  • Energy
  • semiconductor

The global economy is faltering. The US president's tariff policy prompted the World Trade Organization (WTO) to drastically cut its forecast for global trade in its latest report. It drastically cut its forecast for global trade in goods and now expects global trade volume to decline by 0.2% in 2025. Several analysts have also lowered their outlook for the S&P 500. While experts' price targets at the beginning of the year were still at 6,600 points, they have now been lowered to an average of 5,950 points. Nevertheless, some companies are able to weather the crisis and at least confirm their annual targets.

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Commented by Stefan Feulner on April 18th, 2025 | 09:30 CEST

39th MKK - Munich Capital Market Conference: Reaching new heights with thyssenkrupp, Deutsche Lufthansa, Freenet & Co.

  • Investments

The general conditions were anything but favorable. In addition to the weak performance of the German economy due to cyclical and structural pressures and an unclear political strategy, US President Donald Trump shocked the markets with his tariff hammer. Nevertheless, interest in the 39th edition of the MKK – Munich Capital Market Conference, organized by GBC AG, was greater than ever. Above all, the Augsburg-based company made its mark with the size of the event. Of the 40 companies presenting, nine were MDAX and SDAX members, significantly enhancing the format's prestige.

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Commented by Stefan Feulner on April 15th, 2025 | 07:10 CEST

Volkswagen, European Lithium, Xiaomi – Who benefits from the tariff hammer

  • Mining
  • Lithium
  • RareEarths
  • Software
  • Technology
  • Electromobility

With the surprising tariff exemptions for certain product groups like smartphones and computers, the US government provided some relief for the global financial markets over the weekend, which even pushed the German leading index DAX back towards the 21,000-point mark. However, the next shock could be on its way. As early as this week, Trump is expected to address the tariffs on semiconductors.

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Commented by Stefan Feulner on April 14th, 2025 | 07:00 CEST

BYD, dynaCERT, thyssenkrupp - Trump rollercoaster creates opportunities

  • Hydrogen
  • greenhydrogen
  • Electromobility
  • Defense
  • Steel

The stock market currently resembles a rollercoaster, driven by US President Trump's daily shifts in strategy regarding punitive tariffs. After suffering significant losses due to a historic crash earlier in the week, the losses turned into substantial gains within minutes on Wednesday evening. Much of what is happening now is the result of panic and chance, creating attractive entry opportunities in certain companies.

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Commented by Stefan Feulner on April 8th, 2025 | 07:20 CEST

Gold defies the crash – Tocvan Ventures with historic results

  • Mining
  • Gold
  • Investments

The US government's imposition of punitive tariffs on a total of 185 countries caused global stock markets to falter. The German leading index, DAX, alone lost around 17% of its value since the announcement, leaving the psychological mark of 20,000 points far behind. Once again, gold has proven to be a safe haven, regaining the USD 3,000 per ounce mark after a brief pullback. Due to the escalating trade wars, rising inflation, and unrelenting geopolitical tensions, the precious metal is likely to continue its upward cycle. As the underlying commodity gains strength, gold stocks present massive upside potential. Tocvan Ventures, in particular, has recently made a name for itself with impressive gold discoveries.

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Commented by Stefan Feulner on April 7th, 2025 | 07:20 CEST

Porr AG, Globex Mining, Strategy – Exaggerated panic

  • Mining
  • Gold
  • Construction
  • Crypto
  • Bitcoin

After the euphoria came the sobering reality. Following the stock market rally since November, sparked by the re-election of Donald Trump as the new US president, we are now witnessing a direct destruction of capital. Since the Republican's inauguration, the US market has officially lost USD 10 trillion. It remains to be seen to what extent the strategy of punitive tariffs, the opening of trade disputes, and the disruption of supply chains will continue to shake the markets. In particular, companies that serve markets outside the US and can produce their raw materials domestically are likely to benefit the most.

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Commented by Stefan Feulner on April 1st, 2025 | 07:00 CEST

BYD, MiMedia Holdings, Xiaomi – Interesting entry opportunities

  • Digitization
  • Technology
  • Electromobility
  • Software

The first quarter of the 2025 stock market year is history and has been sobering. With the election of Donald Trump last November, the markets started an impressive rally. The DAX, Dow Jones, and Bitcoin marked historic highs. However, these gains were wiped out in the following months by the imposition of punitive tariffs, escalating trade wars, and an uncertain geopolitical situation. Nevertheless, the consolidation has had some positive effects. In the technology sector, valuations that had become somewhat exaggerated have returned to a more normal level.

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Commented by Stefan Feulner on March 31st, 2025 | 07:10 CEST

Agnico Eagle, Desert Gold, and Harmony Gold – 3 Favorites for the gold boom

  • Mining
  • Gold
  • PreciousMetals
  • Copper

While the stock markets entered a correction after the recent upward movement, with the Dow Jones losing over 2% at the end of the trading week to 41,475 points, the gold price continues to soar from high to high. The Trump tariffs and the uncertain geopolitical situation continues to give precious metals wings. After gold stocks were unable to benefit in the first wave, they are now catching up and could continue to outperform the underlying asset.

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Commented by Stefan Feulner on March 25th, 2025 | 07:20 CET

BYD, 123fahrschule, RWE – Pure growth

  • Investments
  • Digitization
  • Technology
  • Electromobility
  • renewableenergies

The Chinese market leader for electric vehicles has defied all odds in recent weeks, shooting to a new all-time high despite the trade war and punitive tariffs. Rising sales numbers and continued growth are expected for BYD in the future. Likewise, the disruptor of the German driving school industry, 123fahrschule, is fully focused on expansion. With the placement of a convertible bond and the expansion of the board of directors, the path forward is clearly structured.

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