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 November 3rd, 2025 | 07:00 CET
Albemarle, Almonty Industries, Lynas Rare Earths – The favorites after the trade deal
Last week's meeting between the leaders of the world's two largest economies concluded with a temporary trade agreement, which could provide some calm for at least the next 12 months. However, the points agreed upon remain vague and are unlikely to foster long-term détente. The reality is that the US and Europe must act and expand alternative production facilities in Western countries; otherwise, a shortage of critical raw materials, such as rare earth metals and tungsten, could pose a major risk.
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Commented by Stefan Feulner on October 28th, 2025 | 07:40 CET
Lynas Rare Earths, Power Metallic Mines, Agnico Eagle – Perfect opportunity
Although it is not yet a done deal and the potential meeting between the US and Chinese heads of state is still pending, the stock market is already celebrating the preliminary agreement in the tariff and trade dispute. As a result, the share prices of the affected commodity companies are likely to remain volatile in the short term, following the strong bull run of recent weeks. In the longer term, however, this volatility may present attractive entry opportunities. Due to scarcity, demand for Western producers is expected to remain high in the years ahead.
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Commented by Stefan Feulner on October 27th, 2025 | 07:05 CET
Hensoldt, Volatus Aerospace, Saab – Promising opportunities in the second line of defense
The defense industry is booming, and order books continue to fill up amid global rearmament. Nevertheless, established companies like Rheinmetall, RENK, and Hensoldt are already ambitiously valued, offering a limited risk-reward ratio. It is worth taking a look at the second tier, where more and more defense startups are coming to the fore and are likely poised to outperform the big players in the near future.
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Commented by Stefan Feulner on October 21st, 2025 | 07:05 CEST
NEO Battery Materials is igniting the battery revolution in the West!
Drones, robotics, and e-mobility increasingly demand batteries with greater range, faster charging times, and lower costs. At the same time, the security of Chinese supply chains is deteriorating. This is precisely where NEO Battery Materials comes into play. With its silicon anodes (NBMSiDE®), the Company promises up to 70% higher energy density at over 60% lower production costs, while simultaneously establishing a Western supply chain suitable for defense applications. Recent orders and purchase agreements indicate that commercialization is now gaining strong momentum.
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Commented by Stefan Feulner on October 20th, 2025 | 07:10 CEST
MP Materials, Globex Mining, Almonty Industries – Entry opportunity after the "ceasefire"
Following the parabolic rise in critical raw material stocks in recent weeks, sharp corrections set in at the end of last week. The trigger was that US Treasury Secretary Bessent proposed a trade "ceasefire" with the world's second-largest economy, China. However, producers of rare earths and tungsten will likely continue to experience long-term gains due to persistent scarcity. As a result, the recent consolidation offers attractive entry opportunities, particularly among Western suppliers.
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Commented by Stefan Feulner on October 14th, 2025 | 07:05 CEST
Tilray, Graphano Energy, Arafura Rare Earths – Battle for raw materials intensifies
While the US appeared to be heading for a trade war with China on Friday, US President Donald Trump posted a message on his social media platform, "Truth Social", on Sunday, giving a slight all-clear. But is this really the end of the dispute between the world's two largest economies? Hardly. In fact, the battle for critical raw materials is likely to intensify in the coming months, if not years, meaning Western producers could benefit disproportionately.
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Commented by Stefan Feulner on October 13th, 2025 | 07:35 CEST
BioNxt Solutions – Attack on new highs
After global stock markets had been on an upward trajectory in recent weeks, US President Donald Trump caused some irritation with a post on his social media platform, "Truth Social." The escalating trade dispute with China, the world's second-largest economy, caused the already overvalued markets to falter. The DAX lost just under 1.8% at the end of the week, while the Nasdaq technology index suffered significantly more, losing just under 4.3%. In the coming weeks, stock picking is likely to take center stage. Against this backdrop, BioNxt Solutions, a life sciences company specializing in innovative technologies for next-generation drug delivery, was able to shine with fundamental milestones and buck the negative trend.
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Commented by Stefan Feulner on October 7th, 2025 | 07:35 CEST
AMD, NetraMark, Adobe – AI latecomers with significant catch-up potential
The market is currently hotly debating when the AI bubble will finally burst. Investors are becoming increasingly nervous, as the valuations of many companies, such as Palantir and Nvidia, are at levels seen just before the dot-com bubble in the early 2000s. However, not all companies related to artificial intelligence are overvalued. Especially in niche segments, there are still hidden gems to be found that have the potential to multiply in value.
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Commented by Stefan Feulner on October 6th, 2025 | 07:05 CEST
Novo Nordisk, FuelCell Energy and Almonty Industries stage strong rebound
While many analysts are concerned about high valuations on the global stock markets, with the Warren Buffett indicator at a historic high, even exceeding its value before the dot-com bubble, the markets continue to rise from one high to the next. In fact, several companies staged a strong rebound last week, which is likely to pave the way for further gains by generating fresh buy signals.
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Commented by Stefan Feulner on September 30th, 2025 | 07:30 CEST
Barrick Mining, Desert Gold, Aura Minerals – Epic rally with no end in sight
The price of gold has once again reached a new all-time high, amid a global environment fraught with uncertainty. Driven by geopolitical tensions, simmering inflation fears, and record-high debt levels in many countries, the precious metal continues to take center stage. Central banks are buying more gold than they have in decades, while investors are rushing into physical gold, ETFs, and mining stocks. Experts expect another bull run, even beyond the magic mark of USD 4,000 per ounce.
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