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 September 7th, 2021 | 12:04 CEST
SMA Solar, Royal Helium, RWE - Supply is becoming increasingly scarce
Whether for cars or consumer electronics, hardly any machine can do without microchips anymore. Since the beginning of the year, the shortage of semiconductors has been throwing the automotive industry out of step and causing production downtime and short-time work. Meanwhile, there is no end in sight to the supply crisis. Shortages stretch as far as the eye can see, while demand increases due to technological advances. Demand is also rising enormously for raw materials needed to decarbonize the economy.
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Commented by Stefan Feulner on September 6th, 2021 | 14:25 CEST
BASF, Desert Gold, Moderna, BioNTech - Keep going, keep going!
The Delta variant is teaching the markets to be afraid. After the economy was humming in the past two quarters, disillusionment is now slowly setting in. The unexpectedly weak labor market data in the US in August demonstrated this. Outside of agriculture, only 235,000 new jobs were created compared with the forecast of 728,000 new jobs. Thus, the market's fear of an end to loose monetary policy and possible interest rate hikes should also be off the table.
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Commented by Stefan Feulner on September 6th, 2021 | 13:40 CEST
Steinhoff, Saturn Oil + Gas, NIO - Spectacular transformation
A lot happened in the global capital markets last week. In addition to the OPEC+ meeting, where it was decided to turn on the oil taps further, disappointing labor market data again determined the direction of stock prices. Several second-line stocks, likely to face serious revaluations due to strong quarterly figures or new corporate developments, caused a furor. Position yourself now!
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Commented by Stefan Feulner on September 3rd, 2021 | 13:27 CEST
MorphoSys, Defence Therapeutics, CureVac, BioNTech - Dramatic need
While in Germany, 50.4 million citizens, or 60.7% of the population, are already fully vaccinated, and there is already discussion about booster vaccinations, the global average is just one in four. Thus, there is still an enormous demand for vaccines from various manufacturers. In addition to the French pharmaceutical Company Sanofi, a German vaccine producer could also celebrate a stock market comeback due to its second-generation vaccine.
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Commented by Stefan Feulner on September 3rd, 2021 | 10:39 CEST
Strong performance by Nel ASA, Defense Metals and JinkoSolar
The German parliamentary elections are on September 26. Climate protection is at the center of most political parties' election programs. The Greens are going out on a limb, aiming to achieve CO2 neutrality as early as 2035. However, it seems more than questionable whether these ambitious promises can actually be put into practice. The scarcity of raw materials such as copper, lithium and rare earth metals means a wide gap between aspiration and reality.
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Commented by Stefan Feulner on September 2nd, 2021 | 10:52 CEST
Siemens, Barsele Minerals, Lufthansa - Shares to take off
The stock indices continue to be on the rise. Disappointing labor market data and rising infection figures due to the Delta variant make possible interest rate hikes and an end to the bond-buying program by central banks a distant prospect. The ultra-loose monetary policy with further stimulus measures by the FED is thus likely to be continued and opens the door for further bullishness on the stock market.
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Commented by Stefan Feulner on August 30th, 2021 | 13:22 CEST
BYD, AdTiger, Xpeng - Way clear for further share price gains
As expected, the highly anticipated symposium in Jackson Hole turned into a non-event. Although FED Chairman Jerome Powell is concerned about inflation at current levels, he considers the price increases to be a temporary phenomenon that does not require any changes in key interest rates. Nor was a specific date given for scaling back bond purchases. The ultra-loose monetary policy is thus preparing the ground for further price rises in the asset classes of equities, real estate and precious metals.
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Commented by Stefan Feulner on August 30th, 2021 | 11:22 CEST
Huge opportunities at Steinhoff, Saturn Oil + Gas, MorphoSys
The second-quarter reporting season is drawing to a close and was exceptionally strong. Earnings estimates had already been raised in the run-up to the quarter and were even exceeded again due to the economic recovery following the disastrous Corona year 2020. Looking at the forecasts of most companies for the full year, these were also raised. As a result, some stocks are facing a revaluation that the broader market has yet to realize.
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Commented by Stefan Feulner on August 27th, 2021 | 11:53 CEST
BioNTech, XPhyto, Moderna - Boosters for the portfolio
Globally, infection numbers are rising dramatically due to the highly contagious Delta variant. According to the RKI, 12,626 new infections were reported in Germany alone, 4,226 more than a week ago. With the incidence rising above the authoritative level of 35, greater emphasis is again being placed on the rule, vaccinated, recovered or tested. As a result, demand for PCR or rapid tests is skyrocketing. Diagnostic companies, like vaccine producers, are in for a warm cash shower.
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Commented by Stefan Feulner on August 26th, 2021 | 12:15 CEST
NanoRepro, Aztec Minerals, Xiaomi - The tension is rising
On Friday, the US Federal Reserve symposium gets underway in Jackson Hole. The strong recovery of the economy after the Corona lockdowns and the strong pick-up in inflation pointed to an end of unlimited bond purchases and the first interest rate hikes. But FED Chairman Jerome Powell sees the rise as temporary and is likely to be right. Rising infection figures due to the highly contagious Delta variant are throwing a spanner in the works of further economic growth. Thus, both Jackson Hole and the upcoming FED meeting are likely to be a non-event.
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