Even as a high school student in northern Germany, he developed a strong interest in the “Neuer Markt” and the dynamics of the equity markets. Small- and mid-cap companies were at the center of his focus from the very beginning. After completing his training as a certified bank clerk, he deepened his economic expertise through formal studies in economics as well as through various positions within Frankfurt’s financial sector. Today, he has been actively involved in the capital markets for more than 25 years, both professionally and as a private investor.
As an author, he focuses primarily on high-potential equities in the resource, biotech, and technology sectors. He is particularly interested in companies that remain under the radar of many investors and whose true potential has yet to be recognized by the broader market. He does not consider broad diversification a universal remedy. Instead, he favors a concentrated portfolio of carefully selected and thoroughly understood positions as the foundation for achieving above-average long-term returns. For him, two factors are decisive: rigorous, in-depth company analysis and a realistic assessment of the broader market environment — including current dynamics as well as structural developments across global capital markets.
Commented by Tarik Dede
Commented by Tarik Dede on October 14th, 2026 | 05:27 CEST
Gold at a Higher Low? Aya Gold & Silver, Phenom Resources and Perseus Mining in Focus
Gold has become particularly interesting from a technical analysis perspective in recent days. The precious metal has stabilised above USD 4,125 per ounce, despite briefly dipping below that level. The July low was approximately USD 150 lower. If the bottoming process that has been underway for several days succeeds, gold will have established a higher low. This is seen as extremely positive from a technical analysis perspective. That would take the July low out of focus for now, and markets could look north again. The next resistance level in that direction is still a long way off. Of course, the broader environment also needs to be supportive. Interest rate concerns remain acute. Professionals expect three interest rate increases by the Federal Reserve after the midterm elections in early November. In addition, earnings season begins this week – traditionally with the financial statements of the major investment banks. For gold investors, the intriguing question remains whether gold can function as a safe haven again. The Poles, the Chinese and others are certainly using current prices to replenish their central banks' holdings. We, in turn, look at the shares of Aya Gold & Silver, Phenom Resources and Perseus Mining.
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Commented by Tarik Dede on October 13th, 2026 | 05:31 CEST
Speculative Stocks in Focus: Opportunities in Super Micro Computer, Strategic Resources and Infineon
In recent days and weeks, rising global bond yields have not been the only source of considerable uncertainty in equity markets. Instead, the massive financing needs of tech companies are becoming increasingly apparent. SpaceX plans to raise USD 40 billion through borrowing, while Oracle and OpenAI also appear to need more money. Not least, media reports say Japan's SoftBank is trying to raise up to USD 100 billion from investors in the Middle East for its AI plans. Added to this is a very high level of concentration in the major US indices. The three largest stocks, Nvidia, Apple and Microsoft, now account for 21% of the S&P 500. Based on Q3 estimates, more than two-thirds of earnings growth in this index now comes from the AI sector. The rest of the US economy is not really performing. In such volatile periods, it is worth looking at speculative stocks. These often move disproportionately following sharp market movements and offer leverage on the respective sector. Today, we take a look at the shares of Super Micro Computer, Strategic Resources and Infineon.
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Commented by Tarik Dede on October 9th, 2026 | 09:10 CEST
Drones, AI and Gold: Samsung, Volatus Aerospace and Equinox Gold in Focus
These are turbulent times for the stock markets. Interest rates are rising, bank stocks are weakening, and the number of mega-IPOs, including SpaceX and Anthropic, keeps growing. Parallels with previous stock-market crashes are becoming increasingly apparent. Yet many investors are still riding a wave of euphoria. The current bull market is already the longest in US stock-market history, driven largely by artificial intelligence. But the downside is becoming increasingly evident: valuations are high, and concentration in the major stock indices is enormous. Consider just one example: ten stocks, the so-called Magnificent Seven, along with Broadcom, AMD, and Micron, now account for 42% of the S&P 500. At these levels, there is little room for anything to go wrong. Even in this market environment, however, opportunities and risks coexist. Today, we take a closer look at Samsung, Volatus Aerospace and Equinox Gold.
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Commented by Tarik Dede on October 9th, 2026 | 09:00 CEST
Copper in the Spotlight: BHP, Southern Copper and Power Metallic Mines
Copper prices remain elevated despite ongoing market volatility. Recent developments in the physical market have provided plenty of reasons for concern. Production in Chile, by far the world's largest copper-producing country, remains subdued and is declining at some operations. Strikes are looming at several mines. Most recently, Antofagasta reported the start of a work stoppage at its Centinela mine in the Andean nation. Adding to these concerns, Deutsche Bank's commodities team highlighted the geopolitical aspects in a recent study. Copper is essential to virtually every sector of the economy, from construction and power grids to manufacturing and AI data centres. According to the study, the US and China now control, directly or indirectly, 70% of global copper production. This presents a challenge for Europe and many other regions, where securing reliable supplies of critical raw materials remains a key strategic priority. Against this backdrop, we take a closer look at the copper market and the geopolitical tensions shaping it through three stocks: Power Metallic Mines, BHP and Southern Copper.
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Commented by Tarik Dede on October 8th, 2026 | 07:35 CEST
Gold Stocks with Potential: K92 Mining, B2Gold and Kobo Resources
A sombre mood once again prevails in the gold market. Gold has fallen sharply from its peak of more than USD 4,600 per ounce and seems poised to test the USD 4,000 mark again. Technical analysts, however, see a "death zone" only below that level. Nevertheless, others point to fundamental factors. Analysts are highlighting ongoing purchases by asset managers through gold ETFs, acquisitions by central banks, and the world's high debt problem. As a result, gold is currently showing remarkable resilience, as emphasized in recent studies by major banks such as JPMorgan and Morgan Stanley. Accordingly, investors can pick up promising stocks during such weaker market phases. That is why we are taking a look today at the stocks of K92 Mining, B2Gold and Kobo Resources.
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Commented by Tarik Dede on October 8th, 2026 | 07:05 CEST
Quantum, AI & Kaizen: Astera Labs, Aqarios Quantum Technologies and SpaceX Stocks in the Spotlight
Warning signs are becoming more frequent in the stock market, and industry luminaries are urging caution. Following in the footsteps of successful investor Michael Burry, Ray Dalio, founder of the hedge fund Bridgewater, has now also warned that the AI bubble may have reached its peak. But here is the thing: The Nasdaq 100 and the S&P 500 have hit new all-time highs in recent days and look strong on the charts. In that sense, the warnings might be a little premature. Amid today's AI boom, it is worth keeping an eye on relevant stocks with potential. That is why today we are taking a look at the stocks of Astera Labs, Aqarios Quantum Technologies and SpaceX.
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Commented by Tarik Dede on October 7th, 2026 | 08:30 CEST
Two Years of Hormuz Tension? Stocks Like Shell, Zefiro Methane and TotalEnergies Stand to Gain
Created and Published on Behalf of Zefiro Methane Corp.
The energy world turned its attention to London just a few days ago for the Energy Intelligence Forum. The message from the Thames was hardly encouraging for either industry or households. Amin Nasser, CEO of Saudi Aramco, emphasized that even after the Strait of Hormuz is fully reopened, it could take up to two years to rebuild global oil and diesel inventories to normal levels. The fact that global inventories of crude oil and refined products, particularly diesel, are at dangerously low levels is becoming increasingly apparent at the pump. But two years also means that the oil and refining industries could have a prolonged period of strong earnings ahead. This is especially relevant as Ukraine is currently inflicting significant damage on Russian refineries. Against this backdrop, investors should consider how to position themselves for the years ahead. Today, we take a closer look at opportunities across the oil market, from the clean-up specialist Zefiro Methane and refining giant Shell to French energy champion TotalEnergies.
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Commented by Tarik Dede on October 6th, 2026 | 07:20 CEST
First Buying Opportunities in Gold Stocks? A Look at Agnico Eagle, Lahontan Gold and Lundin Gold
Gold came under heavy selling pressure as bond yields rose and the US dollar strengthened again. After hitting an August high of more than USD 4,600 per ounce, the price fell to just below USD 4,200. Buying emerged again at those levels. For short-term technical analysts, the question now is whether the June and July lows will be tested once more. Those lows were about USD 100 below the current price. For longer-term investors in mining stocks, however, a different question arises: Is it time to start building initial positions in promising gold stocks again? After all, these stocks have also come under significant pressure. Today, we take a closer look at Agnico Eagle, Lahontan Gold and Lundin Gold.
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Commented by Tarik Dede on October 6th, 2026 | 07:10 CEST
Stocks vs Bonds: A Look at Franco-Nevada, RE Royalties and Brookfield Renewable Partners
Bonds are gradually becoming increasingly attractive again for professional investors. Retail investors, too, are likely to be taking a closer look at yields and prices. US bonds, for example, are currently yielding more than 5%. This is weighing on the stock market to some extent. However, these bonds also come with their own set of risks. If the US dollar weakens again, as it did last year, currency losses loom. Donald Trump has also at least suggested that the United States could effectively "inflate away" its now more than USD 40 trillion debt burden. Naturally, this puts downward pressure on bond yields and does little to strengthen confidence in the US as a debtor. From this perspective, high-yield dividend payers appear more attractive to investors. But the quality and financial strength of the companies matter, too. That is why we are taking a look today at the stocks of Franco-Nevada, RE Royalties, and Brookfield Renewable Partners.
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Commented by Tarik Dede on October 5th, 2026 | 07:25 CEST
Bucking the Market Trend: Opportunities at Mercedes, First Hydrogen and Barrick Mining
The Nasdaq 100 hit a new all-time high last week. The tech index is driven primarily by AI stocks, leading to astonishing valuations. For example, the combined value of all publicly traded German stocks currently amounts to about 52% of the market capitalization of AI champion Nvidia, as one analyst calculated. However, some sectors are currently underperforming. For investors who like to take a contrarian approach, this presents opportunities—for example, in the automotive and gold sectors or in hydrogen stocks. That is why today we are taking a look at the stocks of Mercedes, First Hydrogen and Barrick Mining.
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