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 July 31st, 2026 | 09:40 CEST
Three Stocks with Potential: SAP, HPQ Silicon, and ARM Holdings in the Spotlight
The markets are currently being thrown into turmoil. The hardest hit are, above all, those high-fliers that had recently benefited from the AI boom. Apparently, it was time for some investors to take some profits. The Federal Reserve has now added to the uncertainty. Although it left key interest rates unchanged, the statements by new Chairman Kevin Warsh were not well received by the markets at first. US bond yields rose significantly, making it more expensive to finance Washington's budget deficit. The market fears that the Fed's inaction could lead to significantly higher inflation. The fact that oil infrastructure is currently being destroyed on a large scale in the Middle East, as well as in Ukraine and Russia, can certainly be viewed as an additional negative factor. However, it is always worth keeping an eye on the big picture in the stock markets. The Nasdaq is now 11% below its high, but the S&P 500's gain for the calendar year remains a very solid +8.5%. Therefore, in such market phases, it is worth keeping an eye out for attractive stocks that have the potential for a rebound. That is why we are taking a look today at the stocks of SAP, HPQ Silicon, and ARM Holdings.
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Commented by Tarik Dede on July 28th, 2026 | 07:15 CEST
Three Stocks with Climate and AI Momentum: Daikin Industries, Zefiro Methane, and Anglo American
Climate change is currently hitting Europe hard, and investors should take note of the consequences. Demand for air conditioning is likely to continue rising, especially since large countries like Germany and France, with their millions of households and businesses, remain underserved. But in addition to air conditioning, the AI boom and the growth of renewable energy are also driving the markets. This presents opportunities for investors, as power grids need to be modernized and expanded. Last but not least, the commodities sector is also a key factor in these developments, since power lines would be unthinkable without copper. That is why we are taking a look today at the stocks of Daikin Industries, Zefiro Methane, and Anglo American.
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Commented by Tarik Dede on July 23rd, 2026 | 07:25 CEST
Drones, Energy Storage and Power: Opportunities in SanDisk, Volatus Aerospace and 2G Energy
Markets remain extremely volatile. Two developments are currently dominating investor sentiment. The first is the sharp volatility in AI-related stocks, illustrated by South Korea's KOSPI index, which has recently been swinging by 5% to 8% on an almost daily basis. The second is the conflict in the Persian Gulf, with oil prices continuing to drive both bond and equity markets. The Strait of Hormuz remains closed, while access to the Red Sea has become increasingly difficult. These disruptions are influencing prices across asset classes, from crude oil to government bonds. In periods like these, investors should keep a cool head and focus on the themes we have highlighted for months. For the administration in Washington, few priorities are more important than supporting the US stock market. At the same time, it is keen to keep US Treasury yields under control, as higher borrowing costs would make refinancing the country's enormous national debt, now approaching USD 40 trillion, significantly more difficult. Against this backdrop, investors should continue to weigh both the risks and the opportunities in the market. Today, we take a closer look at SanDisk, Volatus Aerospace and 2G Energy.
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Commented by Tarik Dede on July 22nd, 2026 | 08:05 CEST
High Energy Costs: Hedge with Shares in TotalEnergies, dynaCERT, and Nordex
The war in the Gulf has driven energy prices back up. Diesel in Germany is already costing well over EUR 2 per litre again. Even some leading figures in the CDU are now calling for a greater focus on renewable energy. The situation is not easy for business owners. Whether it is an industrial plant or the local shipping company: costs are rising, and the weak economic environment is not exactly making things any easier. Yet change is palpable. Electric vehicle manufacturers are reporting rising sales figures in many parts of Europe. Roof-mounted solar panels and balcony power plants are also gaining popularity again. Investors have the opportunity to hedge against energy costs by investing in equities. That is why we are taking a closer look at the shares of TotalEnergies, dynaCERT, and Nordex.
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Commented by Tarik Dede on July 20th, 2026 | 07:25 CEST
Gold: Positioning for the Fed with Equinox Gold, Lahontan Gold, and Aya Gold & Silver
The Federal Reserve's leadership will meet again on September 16, and the outlook remains highly uncertain. Some market analysts expect interest rate hikes. Conversely, however, some anticipate an interest rate cut—their argument: the US midterm elections are coming up in November. Donald J. Trump wants lower interest rates. He has already made this clear to the new Fed Chair, Kevin Warsh, in a post on Truth Social. Our view is straightforward: low interest rates are bullish for the stock market. The past 18 months have shown that the President places considerable importance on supporting financial markets. The decision is likely to be a close one, however, and keeping rates unchanged should not be ruled out, especially since the Fed could still act at its October meeting. Either way, we expect interest rates to fall. By then at the latest, the price of gold should start to recover. For weeks, the precious metal has traded in a narrow range around USD 4,000 per ounce. Positive signals from the Fed could provide the catalyst for a breakout. For investors, however, gold mining stocks often offer greater upside than the metal itself. That is why we are taking a closer look at Equinox Gold, Lahontan Gold, and Aya Gold & Silver.
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Commented by Tarik Dede on July 17th, 2026 | 07:05 CEST
Gold, Tungsten, and Silver: Upside Potential in First Majestic Silver, Almonty Industries, and Agnico Eagle
The war in the Gulf and the strong US dollar continue to cause volatility in the commodities market. While copper has managed to decouple from these trends due to tight supply in global markets, the situation is different for gold and silver prices. However, stabilization may now be on the horizon. The specialty metal tungsten, on the other hand, tracks copper and is showing stability at high price levels. This presents opportunities for investors to build long-term positions in the market. We are therefore looking at the stocks of First Majestic Silver, Almonty Industries, and Agnico Eagle.
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Commented by Tarik Dede on July 15th, 2026 | 11:10 CEST
The Perfect Storm: Wars Are Driving Energy Stocks Like Occidental Petroleum, American Atomics, and First Solar
The war in the Persian Gulf is escalating again. There appears to be no chance of a peaceful resolution between the warring parties at this time. Meanwhile, refineries in Russia are burning, which is also jeopardizing diesel supply in Germany. Prices for oil, gas, and other energy commodities are rising again. The markets have reacted swiftly, driving up shares in the energy sector. One thing is clear: a precarious situation is unfolding, especially as oil reserves are dwindling even in the US, despite record-high production there. However, the high prices also encourage us to look beyond the oil market. The comeback of nuclear energy and the continued rise of solar power offer opportunities. That is why we are taking a look today at the stocks of Occidental Petroleum, American Atomics, and First Solar.
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Commented by Tarik Dede on July 14th, 2026 | 07:05 CEST
Gold Stocks: Opportunities with B2Gold, Desert Gold, and Newmont
The price of gold has corrected significantly from its high and is trading just above the USD 4,000 mark. Despite this, the major gold miners continue to make good money. Across industry, production costs for most companies are below USD 2,000. In some cases, such as with very high-grade deposits or favourable production conditions, as in Africa, they are even well below USD 1,500 per ounce. For investors, the current situation presents opportunities in gold stocks following the significant correction. We are therefore taking a closer look at the stocks of B2Gold, Desert Gold, and Newmont.
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Commented by Tarik Dede on July 10th, 2026 | 07:05 CEST
Technical Analysis in Focus: Opportunities at Infineon, Volatus Aerospace, and Meta?
Summer is typically a quiet time on the stock markets. Even though quarterly earnings are released in many sectors starting in July, too many investors are already on their summer break. But this year, the markets are proving to be extremely volatile. Across many sectors, including semiconductors, hyperscalers, auto stocks, and sports companies, we are seeing sharp daily swings in either direction. On top of that, the war is returning not only to the Persian Gulf but also to the trading floor. This high volatility calls for technical analysis. That is why we are taking a look today at the stocks of Infineon, Volatus Aerospace, and Meta.
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Commented by Tarik Dede on July 9th, 2026 | 07:10 CEST
Three Stocks for a Strategic Portfolio? Samsung, Rock Tech Lithium, and SpaceX
This week saw a significant warning sign on global stock markets. In the Persian Gulf, the warring parties are once again exchanging fire. The price of oil rose, temporarily halting its downward trend. Meanwhile, some surprising developments are also unfolding in South Korea. The Kospi, the country's leading index, which is heavily weighted toward semiconductor stocks, is showing enormous volatility. Trading halts are occurring almost daily because share prices are moving too sharply up or down. And on Wall Street, volatility in the chip sector has recently increased, too. Share prices have seen significant profit-taking. Meanwhile, the space exploration stock SpaceX is becoming Wall Street's darling. Today, we take a look at the stocks of Samsung Electronics, Rock Tech Lithium, and SpaceX.
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