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Tarik Dede

  • Small-Caps
  • Mid-Caps

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 September 25th, 2026 | 07:35 CEST

Gold Under the Spell of Interest Rates: Opportunities in Lundin Gold, Kobo Resources and Barrick Mining

  • Gold
  • Commodities
  • Investments
  • Copper

Higher or lower interest rates? The Federal Reserve has responded to pressure from the bond markets and raised interest rates for the first time in many years. This is putting enormous strain on the US budget and could also further weigh on an already struggling real estate market. Gold investors initially reacted negatively, with the price correcting. However, this is likely to be only a temporary setback. Savvy central bankers, such as those at the People's Bank of China, are taking advantage of current prices to make substantial purchases. Buying activity in gold ETFs is also picking up. The current correction in the gold price should therefore be viewed primarily as an opportunity for stock investors looking at promising stocks. Today, we take a closer look at Lundin Gold, Kobo Resources and Barrick Mining.

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Commented by Tarik Dede on September 25th, 2026 | 07:05 CEST

Three Stocks for a Long-Term Portfolio: Linde, Zefiro Methane and SAP

  • methane
  • OrphanWells
  • Oil
  • Software
  • AI
  • datacentres

Created and Published on Behalf of Zefiro Methane Corp.

The ideal scenario for investors is to build a long-term portfolio around companies with a strong economic moat. This can come from limited competition, superior technology, or simply switching costs so high that customers are unlikely to change providers. Once investors have such a long-term portfolio in place, they can generally sleep a little more soundly. Today, we take a look at three promising stocks that could have a place in a long-term portfolio: Linde, Zefiro Methane and SAP.

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Commented by Tarik Dede on September 22nd, 2026 | 07:15 CEST

Precious Metals in Focus: A Look at the Stocks of Aya Gold & Silver, Lahontan Gold and Pan American Silver

  • Mining
  • Gold
  • Silver
  • Commodities
  • PreciousMetals

Precious metals have recently pulled back slightly. But gold, in particular, is worth a closer look. After the Federal Reserve raised interest rates last week, as expected, precious metal prices plummeted that very evening. However, these losses were recouped within the next two trading days. High debt levels, particularly in the US, Japan, France and Italy, along with geopolitical uncertainties, show that gold has not lost its status as a "safe haven". This is especially true given that moving away from the dollar remains on the agenda for many central banks. The People's Bank of China alone has purchased more than 120 metric tons of gold in the past three months, further boosting its reserves. Analysts expect many central banks to remain net buyers in the coming years. This provides stability for the gold price and significant potential for gold stocks. That is why today we are taking a closer look at the stocks of Aya Gold & Silver, Lahontan Gold and Pan American Silver.

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Commented by Tarik Dede on September 21st, 2026 | 07:10 CEST

Defence Spending Boom: BAE Systems, Volatus Aerospace and AeroVironment in Focus

  • Drones
  • Defense
  • hightech
  • geopolitics

Governments worldwide have approved major increases in defence spending. This applies particularly to NATO members, but also to other Western allies. Despite its high debt levels, the US remains the most attractive market. Alongside conventional defence systems, however, new technologies are increasingly coming into focus, including drone warfare as well as systems designed to defend against drone attacks. Today, we take a look at the stocks of BAE Systems, Volatus Aerospace and AeroVironment.

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Commented by Tarik Dede on September 18th, 2026 | 09:30 CEST

Energy Market in Transition: A Look at Enel, A.H.T. Syngas Technology and 2G Energy

  • syngas
  • biochar
  • waste
  • renewableenergy
  • GreenEnergy

The energy sector is in turmoil. And that is not just on the stock markets. Fuel prices for both road and air travel have surged sharply as a result of the US attacks on Iran. In Berlin, one gas station has already reported diesel prices of EUR 3 per litre. For trucking companies, commuters, and even central bankers, this is a nightmare scenario, as it fuels inflation. The ECB has already responded by raising interest rates last week. The Federal Reserve has now unanimously followed suit and also raised its key interest rate—despite calls from the White House to lower it to 1%. The stock markets have handled this development reasonably well so far. Nevertheless, investors should consider alternatives, particularly when it comes to energy. Today, we are putting three very different stocks in the spotlight: Enel, A.H.T. Syngas Technology and 2G Energy — from large to small!

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Commented by Tarik Dede on September 14th, 2026 | 07:55 CEST

Infineon, HPQ Silicon and First Solar: Opportunities Again?

  • Silicon
  • FumedSilica
  • cleantech
  • Solar
  • renewableenergy
  • AI
  • semiconductor

The markets remain extremely volatile. At times, they move sharply higher, only to fall just as quickly. Now markets are bracing for a rate hike. Almost all major investment banks on both sides of the Atlantic expect the Federal Reserve to raise interest rates this week and anticipate another hike before the end of the year. Last week's latest inflation data from the United States likely confirmed analysts' views. This is not good news for the stock markets. Nevertheless, opportunities remain for investors. Some stocks, such as Infineon, HPQ Silicon, and First Solar, have come under significant pressure in recent weeks. We take a closer look at where it might be worth buying in now.

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Commented by Tarik Dede on September 11th, 2026 | 08:00 CEST

Three Stocks at a Crossroads: Eldorado Gold, RE Royalties and Lululemon

  • royalties
  • dividends
  • Gold
  • Commodities
  • Sportswear

The stock markets remain volatile. Right now, it is difficult to time the entry into individual stocks. Whether it is monetary policy, war, or the US's trade war against much of the rest of the world—there is plenty of potential for surprises, both up and down. Nevertheless, it is always worthwhile for investors to take a detailed look at individual stocks. That is why we are focusing today on three stocks at a crossroads. When will Lululemon turn things around after its recent slump? With RE Royalties, a potential sale is just as appealing as the high dividend yield. And Eldorado Gold is transforming from a precious metals producer into a diversified mining group. We take a closer look.

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Commented by Tarik Dede on September 10th, 2026 | 07:00 CEST

Zefiro Methane: Major Contract Boosts Share Price

  • methane
  • OrphanWells
  • Oil
  • Gas
  • Sustainability

Created and Published on Behalf of Zefiro Methane Corp.

Stocks in sectors such as oil, gas, solar, and wind are currently benefiting massively from demand for decentralized energy solutions for AI data centres and the expansion of power grids driven by the electrification of society. But it can also work the other way around. After all, energy also leaves behind waste, and its byproducts must be cleaned up. That is why it is worth taking a closer look at Zefiro Methane. The company specializes in plugging abandoned and orphaned oil and gas wells across North America. Now, a major contract has given the Canadian company's stock a boost.

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Commented by Tarik Dede on September 9th, 2026 | 07:35 CEST

Commodity Shortages Everywhere: Opportunities at B2Gold, Strategic Resources, and Lynas Rare Earths

  • VTM
  • ironore
  • GreenSteel
  • RareEarths
  • Gold
  • Commodities

Just recently, S&P Global caused a stir with a study on the copper market. The study found that no major copper deposits have been discovered in years. But it is not just the shortage of the reddish-brown metal that is driving prices up. Copper reached a new all-time high this week on the London Metal Exchange (LME). Similarly, little has been invested, and continues to be invested, in the exploration of new gold deposits, compared to the days of significantly lower gold prices a few years ago. Here, too, limited supply is meeting strong demand from investors and central banks (flight from the dollar). In the case of specialty metals such as rare earths or the important coal market, the situation is shaped by geopolitics. China dominates most markets, while the US is trying to build its own supply chains. This is creating excitement in the stock market and opening up opportunities for investors. That is why today we are taking a closer look at B2Gold, Strategic Resources, and Lynas Rare Earths.

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Commented by Tarik Dede on September 9th, 2026 | 07:20 CEST

Comeback, Orders, Monopolies: Rheinmetall, Almonty Industries and Micron Technology in Focus

  • Tungsten
  • CriticalMetals
  • Defense
  • semiconductor
  • hightech
  • AI

The summer was highly volatile and eventful for the stock markets. War, oil prices, the dollar, interest rates, and extreme moves in chip stocks drove share prices and generated plenty of headlines despite the summer lull. The fact is, however, that the real trading season is only getting underway now. With Labor Day on Monday in North America, the unofficial summer break is effectively over. Many investors have returned to their screens and are likely looking for attractive stocks. Trading volumes should therefore pick up significantly across the markets. The extreme price swings have created opportunities. Some of the most promising opportunities are likely to be found primarily in AI, defence, and commodities. That is why today we are taking a look at the stocks of Rheinmetall, Almonty Industries, and Micron Technology.

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