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Commented by André Will-Laudien on March 16th, 2026 | 07:30 CET
Is Gold Headed for USD 10,000 as a Survival Strategy? Caution Advised for TUI, Lufthansa, DRC Gold, and Porsche
What do Ed Yardeni, Chris Wood, and Thomas Kaplan have in common? In recent months, all three have mentioned a USD 10,000 price target for gold. Mr. Yardeni, founder of Yardeni Research, sees a global debasement of currencies and believes this target could be reached between 2028 and 2029. Chris Wood, Global Head of Equity Strategy at the research firm Jefferies, considers a five-digit valuation for the yellow metal possible within about five years. His reasoning includes a structural bull market, geopolitical uncertainty, and increasing central bank purchases. Finally, Thomas Kaplan of the Electrum Group also regards this target as realistic if gold is rediscovered as a monetary reserve. All of these arguments are understandable, though whether such a scenario will actually materialize remains uncertain. However, many of the factors cited are already evident today. We therefore look beyond the immediate horizon, broadening our view to include tourism and luxury goods - sectors that currently stand somewhat in the shadow of surging gold prices, yet remain no less interesting.
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Commented by André Will-Laudien on March 11th, 2026 | 07:25 CET
Iran, Israel, USA – Investors turn to gold! Buying opportunities for Desert Gold, Barrick Mining, TUI, and Lufthansa
The daily news is not easy to stomach. Wars, conflicts, and human tragedies – who still thinks about traveling at times like these? Or is now precisely the time when people want to switch off and escape for a while? For years, investors have had to live with geopolitical uncertainty. So far, however, this has had little impact on equities, as there are always sectors that receive particular attention in such environments. Gold and silver have weathered the inflation surges since the COVID-19 pandemic remarkably well, while the tourism sector has been more of a roller coaster ride with several loops along the way. But what has worked in recent years is now back on the agenda: buy when the cannons thunder! It may sound lacking in empathy, yet it has consistently increased the wealth of those who accept the world as it is. We once again take a look at gold and the travel sector and prepare for another turbulent ride.
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Commented by Mario Hose on March 4th, 2026 | 07:00 CET
Iran War: Why TUI and Lufthansa are trembling while RE Royalties plans for the energy of the future!
The world is watching the Middle East with bated breath. What is happening there is not only shaking up the political world map but also inflicting deep wounds on the portfolios of many investors. The giants of the travel and aviation industry, TUI and Lufthansa, are under particular pressure. The uncertainty is visible and palpable as flight schedules are canceled and booking numbers plummet. But while crisis mode prevails, a very different story is unfolding away from the turbulence. RE Royalties shows in 2026 that there are alternatives that are not only relatively crisis-proof, but also actively benefit from global transformation. While the classics of the travel industry are struggling to stay afloat, RE Royalties has already made a remarkable jump from CAD 0.25 to CAD 0.40 in 2026. This may just be the start of a significant upward trend.
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Commented by André Will-Laudien on December 23rd, 2025 | 08:50 CET
Money printing presses unveiled in 2026! Where to invest now? TUI, RE Royalties, Lufthansa, and Airbus
In an inflationary environment, investors are looking for stability. What could be better suited than equity investments that pay high dividends and also follow sustainable principles? RE Royalties operates a successful business model that combines both ideas. The travel industry has also been trying to reduce its carbon footprint for years. How far have efforts to bring about a fundamental change come? TUI, Lufthansa, and Airbus showed decent returns in 2025. But what does the future hold?
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Commented by André Will-Laudien on November 28th, 2025 | 07:20 CET
2, 20, or 200% return in 2026? Interest rates are falling, a golden opportunity for Deutsche Bank, RE Royalties, Lufthansa, and TUI
At the beginning of the week, the mood on the stock markets was still significantly subdued. Many investors saw little chance of an interest rate cut in the US in the near future, but hope springs eternal. On Monday, the DAX briefly slipped below the 23,000-point mark, but this did not trigger any new selling pressure in the short term. On the contrary, a strong counter-movement set in over the following days. The index has now gained more than 700 points and regained its 200-day line. The technical picture is now back on track. Yesterday was Thanksgiving in the US. In addition to giving thanks for a good life, US investors are up a full 16% on their stock investments based on the S&P 500. Overall, 2025 will be a positive year for investors. And because of the US debt problems, the Federal Reserve will certainly put a few more treats under the tree. So the current bubble appears to remain secure!
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Commented by Armin Schulz on October 10th, 2025 | 07:00 CEST
Drone boom vs. pilot strike: What you need to know about DroneShield, Volatus Aerospace, and Lufthansa
As the global drone market expands at double-digit growth rates, unprecedented opportunities are emerging above and beyond the clouds. Innovative technologies are driving not only military but also civilian applications into previously untapped economic areas. This high-flying growth stands in sharp contrast to the challenges facing traditional aviation, which is being hit by operational difficulties. Three companies - DroneShield, Volatus Aerospace, and Lufthansa - embody these contrasting realities, highlighting both the lucrative paths of the future and the risks inherent in the sector.
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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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