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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 April 1st, 2026 | 07:10 CEST

Power Metallic Mines: The Company Backed by Commodity Leaders

  • Mining
  • PGMs
  • Copper
  • Commodities
  • geopolitics
  • Investments

Three major commodity investors have invested in Power Metallic Mines: Robert Friedland, Rob McEwen, and Gina Rinehart. But this Canadian copper explorer is not just one of the most attractive stocks in the sector because of these big names. The recent decline in the stock price amid the war in the Gulf offers strategic investors the chance to buy in at a lower level. And the copper market remains hot: AI demand, the trend toward electrification, batteries, and the renewal of power infrastructure are driving demand. At the same time, the global supply of copper remains weak.

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Commented by Tarik Dede on March 27th, 2026 | 07:35 CET

Almonty Industries: The Tungsten Dominator of the West

  • Mining
  • Tungsten
  • Defense
  • hightech
  • geopolitics
  • CriticalMetals

Whether in golf clubs, X-ray machines, saw blades, or Abrams tanks, tungsten is ubiquitous—and virtually irreplaceable. As a result, this strategic metal sits at the intersection of industrial demand and geopolitics. China controls around 80% of global supply; together with Russia and North Korea, this dominance rises to around 95%. In an increasingly polarized world, tungsten has effectively become a strategic asset. Almonty Industries is positioning itself as a key supplier for the Western alliance, having recently ramped up production at its flagship mine in South Korea while pursuing an ambitious global expansion strategy. The recent pullback in the stock may offer a compelling entry point for strategic investors.

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Commented by Tarik Dede on March 25th, 2026 | 09:30 CET

The war opens up opportunities in commodity stocks: Barrick Mining, Antimony Resources, and Freeport McMoRan in focus

  • Mining
  • antimony
  • CriticalMetals
  • geopolitics
  • Gold
  • Commodities

The war in the Persian Gulf has drastically shaken up the metals market. Until the end of January, gold, silver, copper, rare earths, and others were still the top performers in many portfolios. The debasement trade, the weak dollar, and geopolitical uncertainty drove prices higher. On top of that, there were significant supply shortages for silver and copper, as well as China's dominance in the extraction and processing of critical metals like antimony and rare earths. The current pullbacks in many stocks now offer opportunities for investors to enter the market.

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Commented by Tarik Dede on March 20th, 2026 | 10:15 CET

Gold Pullback Creates Opportunity: Pan American Silver, Kobo Resources, and Agnico Eagle in Focus

  • Mining
  • Gold
  • Commodities
  • Investments

Gold prices have recently pulled back below the USD 5,000 mark amid escalating tensions between the US, Israel, and Iran. Despite this correction, the precious metal remains at elevated levels and well above producers' costs, supporting strong margins. At the same time, ongoing concerns about currency debasement and declining confidence in fiat currencies are likely to persist in the coming years. Against this backdrop, the recent pullback offers opportunities for investors to bet on gold stocks, many of which are currently trading below the record highs of recent weeks.

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Commented by Tarik Dede on March 19th, 2026 | 07:55 CET

High energy prices are making industrial waste increasingly valuable: How Waste Management, CHAR Technologies, and Veolia Are Cashing In

  • cleantech
  • biochar
  • Sustainability
  • waste
  • Energy

Waste is not just waste - it is a valuable asset! For quite some time now, the volume of industrial and household waste has been rising sharply worldwide. The World Bank estimates that between 2014 and 2024 alone, the amount of municipal solid waste produced globally increased by approximately 15% to 20% and could nearly double again by 2050, reaching 3.8 billion tons. Accordingly, it is not only important to avoid waste but also to secure valuable raw materials. The best example is old smartphones, whose valuable raw materials - such as gold, platinum, cobalt, or silver - can be handed over to local recyclers and processed by specialists.

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Commented by Tarik Dede on March 16th, 2026 | 07:05 CET

The Drone Revolution: Investors Focus on Lockheed Martin, Volatus Aerospace, and Northrop Grumman

  • Drones
  • Defense
  • aerospace

Drones have fundamentally transformed modern warfare. This has become evident not only in the conflict in Ukraine but also in the escalating tensions in the Persian Gulf. As a result, significant investments are being made in these new technologies. Developments in China and North America show that drones are becoming increasingly important in civilian applications, including logistics, delivery services, and building maintenance. The potential fields of application appear almost limitless.

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Commented by Tarik Dede on March 13th, 2026 | 07:20 CET

Gold & silver poised to rise: How investors can profit now with Agnico Eagle Mines, Silver Viper Minerals, and Harmony Gold!

  • Mining
  • Silver
  • Gold
  • Commodities
  • Investments

Stock markets have been extremely volatile since the start of the war. They are going up or down on a daily basis. At gas stations, but also in the chemical industry, the consequences are already being felt in the form of higher costs for consumers and industry. But one thing is also clear: in times like these, investors seek safe havens. One beneficiary is the dollar. The greenback has gained ground after a long period of weakness. This appears to be more of a traditional reflex on the part of the markets. Given the high level of US debt, investors have tended to seek refuge in recent years and shift their investments to hard assets such as gold or cash flow-strong stocks. The war appears to have interrupted this debasement trend.

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Commented by Tarik Dede on February 25th, 2026 | 07:30 CET

AI drives demand: Three copper stocks for the boom - Freeport-McMoRan, Power Metallic Mines, and Aurubis!

  • Mining
  • Copper
  • AI
  • Electromobility
  • Commodities
  • PGEs

A few years ago, copper was considered one of the most boring metals. Demand grew steadily, but not dramatically. The red metal was used everywhere, from construction to power lines, but it lacked appeal. And the price remained so low that there was hardly any investment in the development of new deposits over the past decade. With the AI revolution and global electrification, this has changed dramatically. Copper is the most efficient electrical conductor after silver and now plays a major role. For example, an electric vehicle requires three to four times more copper than a combustion engine. Added to this are wind turbines, solar parks, and the massive expansion and modernization of power grids. Analysts estimate that by 2040, the world will need to produce more copper than humanity has consumed in its entire history. After electric vehicles, artificial intelligence has triggered the next wave of demand due to the enormous power requirements of data centers. The huge server farms of NVIDIA, Google, Amazon, and others require kilometers of copper cable and massive copper rails for power distribution. As a result, there is now renewed investment in new copper deposits. Investors should diversify their portfolios to benefit from this development in the long term.

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Commented by Tarik Dede on February 24th, 2026 | 07:35 CET

The arms race is on: Why Rheinmetall, Antimony Resources, and Leidos are needed!

  • Mining
  • antimony
  • Defense
  • armaments
  • IT

War in Ukraine, troop buildup in the Persian Gulf: Politicians currently seem to be reverting to their role as warlords. The conflict in Ukraine alone has now lasted more than four years and shows how modern warfare works. It is important to control the necessary raw materials, data, and airspace. Since then, an arms race has begun. The US has urged its NATO partners to increase their defense spending, and most countries have followed suit. Within this framework, Germany has launched a EUR 500 billion investment program, which will benefit the German arms industry, among others. US President Donald Trump has announced a military budget of USD 1 trillion – for one year, mind you! But global rival China is not to be outdone, increasing its military spending by double-digit percentages every year. While the US primarily enjoys technological supremacy, China dominates the raw materials market. This explosive constellation offers investors opportunities on the stock market.

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