Close menu




 

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 21st, 2026 | 07:45 CEST

Keeping a Close Eye on Copper: A Look at BHP, Power Metallic Mines and Freeport-McMoRan

  • PGMs
  • Copper
  • Commodities
  • Electromobility
  • Electrification

Copper, copper, copper! Whether it is data centers, smartphones, laptops, or electric vehicles—none of them can function without this red metal. Copper has been the top performer among all metals this year and even defied the dollar's strength in the spring. Now, however, it appears that the Greenback itself is entering a period of weakness. Rising yields on US Treasury bonds have forced the Federal Reserve to take action in the market. With a record debt level of USD 40 trillion, the US simply cannot afford such high interest rates. This should put an end, once and for all, to speculation about a Fed rate hike before the midterm elections in November. This environment is bolstering commodity markets, and copper is one of the biggest winners. That is why today we are taking a look at BHP, Power Metallic Mines and Freeport-McMoRan.

Read

Commented by Tarik Dede on August 21st, 2026 | 07:25 CEST

Big Dividends from Mercedes, RE Royalties and British American Tobacco

  • royalties
  • dividends
  • Investments
  • Volatility

The stock markets are entering a challenging phase. Stock market history shows that in years with US midterm elections, the preceding months are often volatile and regularly result in losses. August and September, in particular, tend to show significant weakness. This does not necessarily mean the pattern will repeat, but recent market developments are sending warning signals. Optimism is running very high, which makes indices vulnerable to corrections. The latest Bank of America fund manager survey made this clear: professional investors' cash allocation currently stands at just 3.5%, a historically low level. In other words, funds have relatively little capital available to deploy into purchases during market setbacks. One alternative during such phases is high-dividend stocks, which also offer long-term opportunities. That is why today we are taking a closer look at Mercedes-Benz, RE Royalties and British American Tobacco.

Read

Commented by Tarik Dede on August 20th, 2026 | 07:00 CEST

Gold Back in Bull Mode: Lahontan Gold, G Mining Ventures and Equinox Gold in the Spotlight

  • Gold
  • Silver
  • Commodities

The price of gold has staged a formidable rally in recent weeks. The price rose by nearly 10% after hovering around the USD 4,000 mark for weeks. With its yen intervention, the US has shown that it prefers a weak greenback. In addition, the Federal Reserve has remained neutral recently. Meanwhile, the market now appears to be fully betting on rising precious metal prices. On some days, gold has gained ground even as US Treasury yields rose—a very unusual occurrence! For investors, this means preparing for the coming years. Those who believe in a rising gold price are investing in gold stocks. That is why today we are taking a look at Lahontan Gold, G Mining Ventures and Equinox Gold.

Read

Commented by Tarik Dede on August 19th, 2026 | 06:55 CEST

Commodity Companies with Golden Numbers: Almonty Industries, K92 Mining and Aya Gold & Silver in Focus

  • Tungsten
  • CriticalMetals
  • Commodities
  • Gold

Things are really picking up again in the commodities sector. Many companies are reporting strong quarterly results, even though costs have recently increased due to rising inflation. Nevertheless, the industry is brimming with energy, especially since many companies have cleaned up their balance sheets in recent years and are now debt-free. This aligns with the gold market, where, according to the World Gold Council, central banks purchased more gold in the second quarter than ever before. It appears they took advantage of the price correction. In any case, the outlook for commodities is favourable. That is why today we are taking a closer look at the stocks of Almonty Industries, K92 Mining and Aya Gold & Silver.

Read

Commented by Tarik Dede on August 18th, 2026 | 07:35 CEST

AI, Robotics, Hydrogen and Copper: SanDisk, First Hydrogen, and Lundin Mining in Focus

  • Hydrogen
  • Robotics
  • cleantech
  • AI
  • Copper

The AI boom continues, driving major indices such as the S&P 500 toward new all-time highs. Chart analysts believe the 8,000-point mark could soon be within reach. But there is much more going on behind the scenes. Where robotics, AI, drones and energy converge, opportunities can emerge for prudent investors. However, it is important to bear in mind that volatility is currently extremely high, particularly among stocks closely tied to the AI theme. Nevertheless, today we take a closer look at the shares of SanDisk, First Hydrogen and Lundin Mining.

Read

Commented by Tarik Dede on August 17th, 2026 | 07:55 CEST

Cancer in Focus: Merck & Co., Vidac Pharma and AstraZeneca

  • Biotechnology
  • Biotech
  • Cancer
  • Innovations
  • Pharma
  • patents

According to the International Agency for Research on Cancer (IARC), part of the WHO, there are currently around 20.6 million new cancer cases worldwide. The annual death toll is estimated at approximately 10 million people. In recent years, more than 53 million people globally have received a cancer diagnosis. According to the WHO, the number of new cases per year is expected to rise to about 35 million by 2050. Two factors are generally cited as the main drivers: demographic change, with the global population getting older, as well as rising rates of obesity, physical inactivity, smoking and air pollution in many countries. Unsurprisingly, the oncology market is correspondingly lucrative. Oncology is the world's largest pharmaceutical market. There is, however, also some good news: the age-adjusted risk of dying from cancer is declining thanks to earlier detection, targeted therapies and advances in immuno-oncology. Today, we take a closer look at this market through the stocks of Merck & Co., Vidac Pharma and AstraZeneca.

Read

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.

Read

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.

Read

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.

Read

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.

Read