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 July 28th, 2025 | 07:10 CEST
Hensoldt, Almonty Industries, MTU Aero Engines – Profit-taking after milestone
The signs of a correction on global stock markets are growing. In addition to the historically high Shiller P/E ratio, call options reached their highest share since the meme stock euphoria of 2021 last week, accounting for almost 70% of total option volume. Market sentiment is extremely bullish, which could indicate an imminent consolidation. One of the most promising commodity companies of the future consolidated last week. Following outstanding news, investors cashed in, which could offer long-term entry opportunities.
ReadCommented by Stefan Feulner on July 22nd, 2025 | 07:15 CEST
Netflix, NetraMark, Novo Nordisk – Positive signals
So much for the old saying: "Sell in May and go away". If investors had followed this well-known stock market adage, they would have missed out on some significant gains in 2025. Instead, the world's most important indices, such as the Dow Jones, S&P 500, and NASDAQ, are close to their historic highs. And there is no sign of a summer slump, as the first-half earnings season kicked off last week. Despite already high valuations, further price gains could follow due to the positive market sentiment.
ReadCommented by Stefan Feulner on July 21st, 2025 | 07:05 CEST
Salzgitter AG, Volatus Aerospace, and Rheinmetall with spectacular news
The defense industry continues to shine with strong momentum. Despite some overly ambitious valuations, companies such as Rheinmetall, RENK, and Hensoldt are trading close to their historic highs. And analysts are still outdoing each other with ever higher price targets. Caution is advised with established arms and ammunition manufacturers. In contrast, young companies with innovations from niche markets are growing and have further potential.
ReadCommented by Stefan Feulner on July 15th, 2025 | 07:05 CEST
Nasdaq-listed Almonty Industries receives substantial cash injection
Tungsten specialist Almonty Industries has capitalized on the momentum. Geopolitical risks and growing global concerns about raw material and security supply chains are increasingly leading Almonty to be seen as a reliable supplier and key provider of this critical metal in the West. With its listing on the US Nasdaq stock exchange, a significantly oversubscribed capital increase, and gross proceeds totaling USD 90 million, the Canadian company has moved up to a new league. It is now on a par with billion-dollar companies such as MP Materials in terms of securing scarce raw materials.
ReadCommented by Stefan Feulner on July 14th, 2025 | 07:15 CEST
Salzgitter AG, Argo Graphene Solutions, Huntington Ingalls Industries – In the right place at the right time
Driven by geopolitical tensions, billions are flowing into new defense technology. At the same time, a massive infrastructure program is underway – from rail networks to the energy transition. What is being sold politically as security and progress is fueling speculation on the stock market. Defense companies and construction groups are moving into the spotlight of investor interest. Both sectors are benefiting from long-term contracts and government support. Despite the recent boom, many companies still have moderate valuations and offer further upside potential.
ReadCommented by Stefan Feulner on July 8th, 2025 | 07:10 CEST
Gold and defense stocks on trend – Alamos Gold, AJN Resources, Lockheed Martin
Increasing geopolitical conflicts and escalating wars in Ukraine and the Middle East, coupled with global trade policies that are increasingly lacking a clear strategy - we are currently living in the most uncertain times in decades. Even though stock indices around the world are still moving from one all-time high to the next, caution is advised. The beneficiaries, on the other hand, are clear. In addition to a booming defense industry fueled by the current era of rearmament, gold is once again asserting its role as a safe haven.
ReadCommented by Stefan Feulner on July 7th, 2025 | 07:05 CEST
Almonty Industries – Next signs point to an upgrade
Almonty Industries plays a key role in securing the future supply of raw materials for the West. At a time when approximately 90% of the world's tungsten supply originates from China and geopolitical tensions are escalating, the Company is becoming the focus of Western security interests due to its strategically important Sangdong mine in South Korea. Tungsten is indispensable for defense, aviation, electronics, and mechanical engineering, but until now has been virtually unavailable from conflict-free sources. Almonty is not only developing one of the largest deposits outside China, but could also become the most important tungsten producer in the Western world. This represents a unique opportunity from both an economic and geopolitical perspective.
ReadCommented by Stefan Feulner on July 1st, 2025 | 07:10 CEST
Rheinmetall, Antimony Resources, Xiaomi – Right on trend
Although the air is getting thinner due to high valuations, especially on the US stock markets, the major indices are still striving for new highs, with the NASDAQ-100 technology exchange even climbing to another all-time high of over 22,660 points. In addition to popular defense stocks, companies involved in the production of critical metals are also trending strongly. In addition to tungsten producer Almonty Industries, another yet unknown player could soon be making a breakthrough.
ReadCommented by Stefan Feulner on June 30th, 2025 | 07:00 CEST
Enphase, Pure Hydrogen, Palantir – Alternative opportunities
After oil prices surged last week due to the US entering the Middle East conflict, briefly breaking their downward trend that had been in place since March 2022, a massive sell-off followed once tensions eased. As a result, our preferred scenario of new lows for the year remains intact. In contrast, companies in the renewable energy sector showed signs of life after months of correction. Once again, US policy played a key role in this development.
ReadCommented by Stefan Feulner on June 24th, 2025 | 07:25 CEST
Revolution in the pharmaceutical industry – NetraMark beats ChatGPT by a mile
It was a real bombshell when NetraMark announced yesterday, shortly before the US stock market opened, that a preprint published on the arXiv portal shows that the Company's proprietary AI, NetraAI, is not only technologically ahead but also measurably outperforms leading models like ChatGPT and DeepSeek. In the analysis of clinical study data, NetraAI delivers the only statistically valid and medically actionable results. This positions the Canadian company as a potential game changer in a billion-dollar market where traditional machine-learning methods often fall short.
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