LUFTHANSA AG VNA O.N.
Commented by André Will-Laudien on September 4th, 2025 | 07:00 CEST
All-Time High for Gold, Volatility Rising! thyssenkrupp, AJN Resources, Airbus, and Lufthansa in Focus
The stock market is preparing for a hot fall. While inflation figures show no sign of weakening, gold and silver are climbing to new record levels. Rising debt levels and growing geopolitical tensions are fueling this trend. So far, capital markets have largely held their ground without major losses. However, US President Donald Trump's trade policy has suffered a severe setback. With his plan to impose comprehensive tariffs on goods from almost all countries in the world, invoking an emergency law from 1977, he has clearly exceeded his powers, and the courts are now stepping in. One clear warning sign: volatility is high, and valuations have reached extreme levels. The Shiller P/E ratio for the S&P 500 now stands at 40, far above the historical range of 15 to 27 over the last 30 years - making 2025 an absolutely exceptional year in terms of overvaluation. We are on the lookout for promising stocks, and gold should not be overlooked as a strategic portfolio addition.
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Commented by André Will-Laudien on August 25th, 2025 | 07:00 CEST
100% with NATO contracts from the air! Airbus, Globex Mining, Boeing, and Lufthansa
The craziness continues! NATO member states have agreed on new planning targets for armaments and capabilities and, according to Secretary General Mark Rutte, have increased the requirements for air and missile defense by about 30%. Rutte stated: "We need more resources, troops, and capabilities to be prepared for any threat." German Chancellor Friedrich Merz emphasised that Germany would provide all the necessary resources to expand the Bundeswehr into the strongest conventional army in Europe. According to experts, large-scale defense projects, particularly in the aerospace sector, will require enormous investments and far-reaching acquisitions. Across Europe, around EUR 300 billion is expected to be invested in air forces by 2030. Investors should now set the course to benefit from the flood of orders in the aerospace sector.
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Commented by André Will-Laudien on June 11th, 2025 | 07:10 CEST
Artificial intelligence predicts a perfect summer – 150% chance with Lufthansa, Credissential, TUI, and D-Wave
It is worth taking a closer look - even if many might blink in disbelief. Despite ongoing geopolitical tensions and a sluggish economy, the DAX 40 index has already surged by 20% in 2025. Investors are clearly no longer allowing themselves to be rattled by tariff threats and bleak headlines because no one wants to be without stocks anymore. Artificial intelligence is now even available as investment advice, which also recommends a healthy diversification across all asset classes, sectors, and countries around the world in order to generate at least 5% per annum. Yes, 5% - that is the ideal scenario for people who already have substantial capital. Risk-aware and even speculative investors would like to see a little more. Summer is approaching – typically a slow season – but AI is predicting temperatures in Germany at times exceeding 40 degrees Celsius. We take a look at stocks that are already in a hot phase.
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Commented by Stefan Feulner on April 18th, 2025 | 09:30 CEST
39th MKK - Munich Capital Market Conference: Reaching new heights with thyssenkrupp, Deutsche Lufthansa, Freenet & Co.
The general conditions were anything but favorable. In addition to the weak performance of the German economy due to cyclical and structural pressures and an unclear political strategy, US President Donald Trump shocked the markets with his tariff hammer. Nevertheless, interest in the 39th edition of the MKK – Munich Capital Market Conference, organized by GBC AG, was greater than ever. Above all, the Augsburg-based company made its mark with the size of the event. Of the 40 companies presenting, nine were MDAX and SDAX members, significantly enhancing the format's prestige.
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Commented by André Will-Laudien on March 13th, 2025 | 06:55 CET
NASDAQ crash, inflation, and price shocks – Gold protects! Golden Cariboo, TUI, Lufthansa, and Carnival
Just three weeks ago, euphoria reigned on the markets, with the DAX, NASDAQ and EURO STOXX reaching new heights – now the tech rally seems to be over for the time being. Germany has voted, and a grand coalition must now take charge of the current issues. However, the challenges remain formidable, and exploratory talks are proving correspondingly tricky. It remains to be seen whether a new government will be formed soon. Donald Trump is taking a unique path in the US and is alienating all former allies. He has boldly taken up the cause of resolving the Ukraine conflict – but so far nothing has happened! China is reporting a slump in exports, while in Europe, the debt ceiling is to be relaxed in order to overcome the tough transformation of the modern age. Infrastructure has been neglected for too long, digitization is in its infancy, and now there is a dramatic need for rearmament. This smells like more debt, higher prices, and further currency devaluation - a fertile ground for gold investments, as the precious metal recently reached a new high of USD 2,950 while everything else is falling. What happens next?
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Commented by Stefan Feulner on March 10th, 2025 | 08:00 CET
BYD, European Lithium, Lufthansa – It is high time to act
For the first time in history, the German leading index DAX was able to surpass the magic mark of 23,000 points last week, thanks to the possible new Chancellor Friedrich Merz and the sudden lifting of the debt brake. However, the problems remain. Since the start of Donald Trump's second term in office, the global economic order has been in jeopardy. Trade wars and punitive tariffs are on the agenda. Europe must be able to act independently of its big brother in the future, both in terms of security and the supply of raw materials.
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Commented by André Will-Laudien on February 20th, 2025 | 07:50 CET
DAX makes a decent correction – Gold sets its sights on the USD 3,000 mark! Caution advised with Palantir, Barrick, Desert Gold, Lufthansa, and TUI
After weeks of gains, the DAX 40 index saw its first noticeable correction yesterday. It rose to 22,935 in the morning, but by the evening, it had fallen to just 22,450. Hardly anyone had considered that the one-way street of rising valuations would eventually come to an end. Will the correction continue and perhaps go really deep? The opposite is currently true for gold. The inflation figures from the UK of a smooth 3% in January are causing the central bank to break out in a cold sweat. Adieu interest rate cuts – instead, gold is appreciating again and reached a new all-time high of USD 2,945. We look at the winners and losers. It is time to position yourself correctly.
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Commented by André Will-Laudien on January 14th, 2025 | 08:00 CET
THE VOLATILITY TRAP: Sell-off in Bitcoin, gold on the rise! Desert Gold, MicroStrategy, Lufthansa, and Nel ASA
After a record year for equities in 2024, the new year is entering a challenging phase. Hopes of interest rate cuts look bleak, with inflation remaining too high. The mega rally in Bitcoin also needs to be deflated soon. This hits BTC collector MicroStrategy quite hard. Nel ASA, which had started the year on a hopeful note, now has to announce a production stoppage! Lufthansa, meanwhile, is working on acquiring the state-owned Italian airline ITA. Volatility is rising dangerously, signaling that a correction is due. These developments are positive for the safe haven of gold. The key now is consistent action!
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Commented by André Will-Laudien on December 11th, 2024 | 07:15 CET
DAX 25,000 and gold at 3,500 next year? Position now with Lufthansa, TUI, Desert Gold, and Barrick Gold
After an extensive stock rally in 2024, many investors are wondering what the New Year 2025 will bring in terms of investments. Hopes are resting, on the one hand, on the upcoming conservative government changes in the US and Germany. There is great confidence in a new supply-side industrial policy flanked by further interest rate reduction measures. Deregulation of bureaucracy and tax relief could usher in a new era of corporate profitability, especially in Germany. This might eventually lead to the return of foreign investments and job creation, replacing the red-green visions of a carbon-neutral 28-hour workweek with full pay. We provide some insights on where and how profits might flow again.
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Commented by André Will-Laudien on October 28th, 2024 | 07:15 CET
The US election fever is boosting stocks! Mercedes, VW, Saturn Oil + Gas, Lufthansa and TUI are all incredibly cheap!
The stock market is booming! While the NASDAQ has established itself with P/E ratios above 30, the German stock market shows historically low valuations. Europe is in crisis, which is depressing valuations. As a result, international funds now have an overwhelming share of US stocks. For example, the well-known MSCI World: 72% of the index comprises US stocks, with the "Magnificent Seven" now accounting for around 20% of the list. For investors who are invested in these stocks, it has been a long celebration – but right before the US election, it also poses a significant concentration risk. It may be time to rethink, take profits from the top stocks, and consider a value-oriented portfolio with single-digit P/E ratios.
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