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 8th, 2026 | 07:10 CEST
Commodity Stocks in Focus: Kinross Gold, Strategic Resources, and Barrick Mining
Interest-rate expectations in the United States have fallen sharply. By now, the markets are only pricing in a single rate hike. And even that one looks at risk in light of Fed Chair Kevin Warsh's comments on inflation. Few or no further rate hikes this year are poison for the dollar. A weaker greenback, however, usually drives the commodity markets. Accordingly, gold, silver and other metals should benefit from this constellation. In any case, gold has already managed its first rebound off the low. That is why we are looking at the shares of Kinross Gold, Strategic Resources and Barrick Mining today.
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Commented by Tarik Dede on July 7th, 2026 | 07:05 CEST
Interest Rate Turning Point Ahead? SAP, Zefiro Methane, and Harmony Gold Could Benefit
Things changed remarkably quickly. Even as fighting continued in the Persian Gulf, market commentators were competing to forecast how many times the Federal Reserve would raise interest rates this year. As a result, gold prices and many tech stocks came under pressure, while the US dollar strengthened. Last week, however, sentiment shifted dramatically. Kevin Warsh, the Federal Reserve Chair appointed by President Donald Trump, triggered the turnaround with clear comments. Accordingly, inflation remains too high. Gold and many tech stocks subsequently rallied. Since Friday, the market has been pricing in just one additional interest rate increase this year, according to Fed funds futures. With President Trump continuing to advocate lower interest rates, the second half of the year could instead see policy easing—the exact opposite of what markets had regarded as a near certainty only a short time ago. For investors, this changing interest-rate outlook could signal an increase in equity exposure. Against this backdrop, we take a closer look at SAP, Zefiro Methane, and Harmony Gold Mining Company.
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Commented by Tarik Dede on July 3rd, 2026 | 08:25 CEST
Lahontan Gold: Just Weeks Away from a New Resource Update
Gold appears to have found its footing. After Kevin Warsh, the new head of the Federal Reserve, signaled that he no longer sees inflationary pressure, the precious metal briefly pulled back near the USD 4,000 level before rebounding strongly. Evidently, the market may have been on the wrong side of the interest rate narrative. Earlier this week, two additional rate hikes were still being priced in for this year. For investors, the rebound in gold and the Fed's revised tone could herald the start of a new cycle. That is reason enough to take another look at attractive gold stocks. Lahontan Gold is one of those hidden gems that still trades at a low valuation but is already well into its de-risking process. The company plans to release a new resource estimate in the coming weeks. CEO Kimberly Ann has also reaffirmed the goal of moving into production as early as 2027.
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Commented by Tarik Dede on July 2nd, 2026 | 07:45 CEST
Stocks in Focus: 2G Energy, A.H.T Syngas Technology, and Linde
The markets are extremely volatile. Even though oil prices have fallen significantly recently, other sectors are now causing concern. Bank of America recently issued a warning to its clients. According to the Wall Street bank's strategists, the time has come to both take profits and build hedges for the portfolio. The bank was referring explicitly to the technology sector and warned of a weak third quarter. Among its arguments, the bank cited the high valuations of many companies. Second, it noted that stock purchases on credit in the US are a significant problem. This metric now stands at 4% of gross domestic product, an all-time high. Indeed, this warning immediately increased volatility in the stock markets. These are difficult times for investors to make strategic investments. It is therefore worthwhile to focus on strong, high-quality stocks that can deliver long-term performance. We are therefore looking at the stocks of 2G Energy, A.H.T. Syngas Technology, and Linde.
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Commented by Tarik Dede on June 29th, 2026 | 07:20 CEST
Boom, Thanks to the AI Loop: Broadcom, HPQ Silicon, and GitLab
Whether it is the AI revolution, quantum computing, or electric vehicles, the tech sector is booming worldwide—from the Nasdaq to the KOSPI. Keeping pace with this growth requires a massive expansion of infrastructure. Data centers and semiconductor manufacturing capacity are being built out at an unprecedented rate, while memory and chip equipment suppliers are ramping up production. Artificial intelligence is driving this process itself. This phenomenon is known as "recursive self-improvement." AI is currently becoming faster and more capable through three reinforcing mechanisms: it writes better code by building on previous generations of AI, it optimizes hardware—such as the design of next-generation AI chips from Nvidia or Broadcom—and it discovers more efficient circuit designs than human engineers could achieve on their own. The result is a powerful feedback loop that is also delivering major benefits to other industries. Today, we take a closer look at three technology companies that stand to benefit from this trend: Broadcom, HPQ Silicon, and GitLab. Without Broadcom, none of this would be possible.
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Commented by Tarik Dede on June 29th, 2026 | 06:55 CEST
No copper, no AI! Freeport McMoran, Power Metallic Mines, and Lundin Mining in Focus
The whole world is focused on AI stocks like Nvidia, Broadcom, and Micron Technologies. Behind the scenes, however, demand for raw materials like copper is also growing massively. An AI data center requires enormous amounts of the red metal per megawatt of installed capacity—primarily for power distribution, grounding, and transformers. The demand for copper in AI-optimized data centers is estimated at 30 to 40 metric tonnes per megawatt. Added to this is network infrastructure, where, for example, Nvidia relies on a custom-designed copper cabling system for the internal cabling of its latest NVL72 server architecture. A single AI server rack contains kilometres of copper cabling, as copper offers lower latency and lower power consumption over very short distances compared to alternative materials. And behind the scenes, power grids must be upgraded and expanded. The CRU Group therefore forecasts that global copper demand from data centers and AI alone will rise from around 500,000 metric tonnes today to as much as 2 million metric tonnes annually by 2030. BHP expects global copper demand to increase by an additional 3.4 million metric tonnes by 2030. And this is where the problem comes in. Copper supply cannot grow that quickly, which is why copper prices are also rising steadily. Today, we are looking at the stocks of Freeport-McMoRan, Power Metallic Mines, and Lundin Mining.
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Commented by Tarik Dede on June 26th, 2026 | 08:00 CEST
A lull in the commodities hype opens up opportunities in the stocks of K92 Mining, Antimony Resources, and First Majestic Silver
Created and Published on Behalf of Antimony Resources Corp.
The US dollar is currently sweeping through the commodities markets. The market is pricing in interest rate hikes by the Federal Reserve, and commodity prices are plummeting. Bank of America now expects three interest rate hikes this year. That would be truly devastating for tech and commodity stocks. As a result, gold, silver, and other metal prices have plummeted in recent days. Silver alone has halved in value since its peak. Yet the fundamental and structural trends remain intact. Half the world is turning to gold rather than US bonds to reduce dependence on the United States. There continues to be a supply deficit for silver. And for many specialty metals such as antimony, rare earths, and tungsten, the US is building its own supply chains. The market is currently ignoring this. Conversely, the correction also presents an opportunity for bold investors. That is why today we are taking a look at the stocks of K92 Mining, Antimony Resources, and First Majestic Silver.
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Commented by Tarik Dede on June 26th, 2026 | 07:10 CEST
Three Tech Stocks in the Spotlight: Micron Technology, Volatus Aerospace, and First Solar
Will interest rate hikes derail the tech boom? Maybe. But the fact remains: the artificial intelligence-driven sector is growing dramatically. After AI hyperscalers reported their first-quarter results, analysts raised their estimate for industry capex this year alone to more than USD 700 billion. Companies like Google, Meta, Amazon, Microsoft, and others are heavily investing in breakthroughs, believing this is where future profits and monopolies will emerge. Beneficiaries of this trend are not only the hyperscalers themselves but also their vast supplier networks, as data centers require chips, memory, and energy. AI development is also playing a key role in the drone industry. Whether civilian or military, unmanned aerial systems already have a firm place in the world today and are likely to grow in importance. Against this backdrop, we take a closer look at the stocks of Micron Technology, Volatus Aerospace, and First Solar.
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Commented by Tarik Dede on June 25th, 2026 | 07:00 CEST
Uranium, Lithium, Oil: A Stock Analysis of PLS Group, American Atomics, and TotalEnergies
Energy, energy, energy! This is a critical issue—and not just at a time when Europe desperately needs more air conditioning. The AI revolution is driving demand for solutions at an unprecedented rate. The US is particularly affected, as the expansion of data centers there is proceeding at a rapid pace. Analysts estimate that the so-called AI hyperscalers will invest more than USD 700 billion in expansion this year. The US power grid is not equipped to handle this, so utilities, solar and wind farm developers, as well as natural gas companies, are currently benefiting the most. But in addition to AI, the growth of the electric vehicle fleet is also a major issue. And last but not least, parts of the European power grid also need to be expanded and modernized. Demand for lithium, uranium, and oil is therefore likely to grow steadily in the coming years and decades. That is why today we are taking a closer look at the stocks of PLS Group, American Atomics, and TotalEnergies.
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Commented by Tarik Dede on June 24th, 2026 | 08:05 CEST
Innovation in Research: Opportunities at Vertex Pharmaceuticals, BioNxt Solutions, and BioNTech
On social media, you can find all sorts of negative comments and memes about the Pfizer Corporation. One very popular one claims that the company—founded in New York by German immigrants (Karl Pfizer and Karl Erhart)—has never cured a single disease in its 177-year history. This is at least partly true, as Pfizer—particularly for chronic, widespread conditions like high blood pressure or high cholesterol—focuses on treating symptoms rather than the underlying causes. However, it is also true that during World War II, Pfizer was the world's first and largest mass producer of penicillin. Critics level this same accusation against many pharmaceutical companies. Nevertheless, there are numerous companies working on innovative approaches to truly defeat diseases and improve people's lives. And, of course, they also aim to make a lot of money in the process. That is why we are taking a look today at the stocks of Vertex Pharmaceuticals, BioNxt Solutions, and BioNTech.
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