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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 August 14th, 2026 | 07:40 CEST

Commodity Stocks for Long-Term Portfolios: Eldorado Gold, Strategic Resources and Pan American Silver

  • VTM
  • ironore
  • GreenSteel
  • Gold
  • Commodities
  • Silver

The commodities sector is currently experiencing significant momentum. Gold and silver have regained momentum in recent weeks, while copper is already trading near an all-time high. Coal and iron ore are also moving higher. The US has demonstrated through its intervention in the foreign-exchange market, particularly regarding the yen, that it remains comfortable with a weaker dollar. This should continue to support commodity prices. Since these are long-term trends, investors should position themselves accordingly in this segment. We therefore take a closer look at the stocks of Eldorado Gold, Strategic Resources and Pan American Silver.

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Commented by Tarik Dede on August 13th, 2026 | 07:15 CEST

Aviation Stocks in Focus: Airbus, Volatus Aerospace and Lufthansa

  • Drones
  • Defense
  • hightech
  • aerospace
  • Aviation

High jet fuel prices, airspace closures due to war or wildfires, and geopolitical factors are making life difficult for companies across the entire aviation sector. Despite these circumstances, however, the markets for drones and civil aviation continue to grow. On the one hand, people want to continue traveling and flying. On the other hand, markets are opening up for both new and established companies with the emergence of redefined flying objects. That is why we are taking a look today at the stocks of Airbus, Volatus Aerospace, and Lufthansa.

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Commented by Tarik Dede on August 12th, 2026 | 07:20 CEST

Energy Mix for Your Portfolio: Linde, Zefiro Methane and TotalEnergies

  • methane
  • Oil
  • Gas
  • OrphanWells
  • Energy
  • cleantech

The markets no longer have much faith in the oil price. Some are already suspecting manipulation by the US government. The fact is that, despite the renewed escalation in the Gulf and the prospect that the Strait of Hormuz could remain closed for several more years, oil futures have not even come close to reaching their annual high. At the same time, however, diesel prices are hitting new record highs. That does not quite add up. It is particularly tough for those who still drive internal-combustion vehicles. Prices at the pumps are once again near their record highs. Investors, assuming energy prices will remain high for the long term, can hedge against these higher costs with stocks in this sector. We are therefore taking a look at shares of Linde, Zefiro Methane, and TotalEnergies.

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Commented by Tarik Dede on August 11th, 2026 | 07:40 CEST

Commodity Stocks on the Verge of a Breakout? First Majestic Silver, Globex Mining and B2Gold in Focus

  • Mining
  • Gold
  • Silver
  • Commodities
  • Investments
  • geopolitics

Until recently, markets largely took it for granted that US interest rates would rise this year. But several factors now point in the opposite direction, not least Donald Trump's calls for lower rates. More importantly, the economic data is increasingly arguing against a rate hike, even though inflation remains elevated and above the Federal Reserve's target range. Most recently, it was the weak US jobs data that fueled the markets. Instead of creating new jobs, the US economy is currently seeing employment decline. For precious metals, this provided an additional boost following an already strong start to the week. Investors may therefore want to position themselves early, as the next rally in the sector could already be underway. Today, we take a closer look at First Majestic Silver, Globex Mining and B2Gold.

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Commented by Tarik Dede on August 11th, 2026 | 07:20 CEST

Pharma and Biotech Stocks in the Spotlight: Moderna, BioNxt Solutions, and Eli Lilly

  • Biotechnology
  • Pharma
  • Biotech
  • Healthcare
  • Obesity
  • Cancer

Many patents held by the major pharmaceutical giants are set to expire in the coming years. Once that protection is gone, companies face the risk of lost revenue due to copycat drugs, known as generics. Consequently, the stakes are currently very high in the industry. Acquisitions and massive investments in the research pipeline are shaping the landscape. The markets for oncology and weight-loss injections are particularly lucrative. The former is a matter of life and death, while the latter is mostly about appearance and health. At the same time, many countries need to reduce their healthcare costs. Demographic trends and many lifestyle-related diseases are taking their toll on people and health insurance premiums. For investors, this tension presents a wealth of opportunities. We are therefore taking a look today at the stocks of Moderna, BioNxt Solutions, and Eli Lilly.

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Commented by Tarik Dede on August 10th, 2026 | 08:10 CEST

AI in Focus: A Look at SanDisk, Miivo AI, and Samsung Electronics

  • AI
  • Software
  • semiconductor
  • Digitization

Created and Published on Behalf of Miivo AI Inc.

The market is no longer driven by pure euphoria when it comes to AI stocks. Market expectations for many companies have risen, and some stocks were heavily sold off following the release of quarterly earnings reports. Volatility is particularly high in South Korea, where a handful of stocks often drive the KOSPI benchmark index up or down by more than 5% in a single trading session. Nevertheless, artificial intelligence is here to stay. The massive expansion of AI data centers is laying the infrastructure that will enable companies to monetize these technologies in the years ahead. Many analysts expect this boom alone to continue driving the market and the businesses of key suppliers for several more years. Against this backdrop, we take a closer look today at SanDisk, Miivo AI, and Samsung Electronics.

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Commented by Tarik Dede on August 6th, 2026 | 07:25 CEST

Copper Nears Record Highs: How Glencore, Power Metallic Mines, and Lundin Mining Could Benefit

  • PGMs
  • Copper
  • Electrification
  • AI

Something unusual occurred in the financial markets last week. The US Federal Reserve and the Bank of Japan reportedly intervened in support of the Japanese yen and against the US dollar, reinforcing expectations that US policymakers are comfortable with a weaker dollar. This aligns with the Federal Reserve's recent decision to leave interest rates unchanged rather than raise them as many market participants had expected. A weak US dollar, however, is good for commodity prices. Gold and silver are already rising sharply. But the king of metals right now is copper, whose price is trading near an all-time high. Strong demand from the AI data center sector is meeting weak supply due to mine closures and lower ore grades at established operations. This combination could mark the beginning of a new uptrend for the copper market. Against this backdrop, it is worth taking a closer look at Glencore, Power Metallic Mines, and Lundin Mining.

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Commented by Tarik Dede on August 5th, 2026 | 07:10 CEST

Gold Stocks in the Spotlight: Kinross Gold, Lahontan Gold, and AngloGold Ashanti

  • Mining
  • Gold
  • Silver
  • Commodities
  • Investments

The price of gold cannot quite make up its mind. When the Federal Reserve left interest rates unchanged last week, the price per ounce did rise sharply. However, the price has so far been unable to break away from the USD 4,000 mark. A significant portion of the market still expects the Federal Reserve to raise interest rates later this year in response to inflation; however, just as many doubt that this will happen before the key elections in November. On top of that, President Trump continues to call for lower interest rates. For gold prices, this is an unsatisfactory situation in the short term. However, investors focusing on structural market trends should take advantage of the correction in gold stocks. That is why we are taking a look today at Kinross Gold, Lahontan Gold, and AngloGold Ashanti!

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Commented by Tarik Dede on August 4th, 2026 | 07:15 CEST

Commodity Stocks with Potential: Endeavour Silver, Almonty Industries, and Agnico Eagle in the Spotlight

  • Tungsten
  • Commodities
  • CriticalMetals
  • geopolitics

Interest rates, bond yields, and oil prices continue to shape market sentiment. Although the Federal Reserve left interest rates unchanged last week, market pressure remains high. The new trading week began with another rise in bond yields, further increasing the cost of refinancing US government debt, which has now surpassed USD 40 trillion. Against this backdrop, the US can ill afford a sustained period of higher interest rates. For commodity markets, however, the environment could prove supportive. Many mining and resource stocks have retreated significantly following the correction earlier this year, potentially creating attractive entry opportunities. We therefore take a closer look at Agnico Eagle, Almonty Industries, and Endeavour Silver and examine where investors may find value.

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Commented by Tarik Dede on August 3rd, 2026 | 07:10 CEST

Invest Sustainably and Earn Dividends with Iberdrola, RE Royalties, and Enel

  • royalties
  • dividends
  • Sustainability
  • renewableenergy
  • Energy

Recent market volatility, particularly in the semiconductor sector, has made life challenging for many investors. When stocks gain or lose double-digit percentages in a single trading day without any company-specific news, market mechanics are often the driving force. Investors seeking a steadier approach may prefer companies with a track record of paying attractive and sustainable dividends. This is especially true in the renewable energy sector, where wind, solar, and hydroelectric power continue to benefit from rapidly growing global energy demand. That is why today we are taking a closer look at three companies that combine sustainable business models with attractive dividend yields: Iberdrola, RE Royalties, and Enel.

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