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Commented by Carsten Mainitz on February 3rd, 2022 | 14:02 CET
Barrick Gold, Desert Gold, K+S - The big picture is right!
Does inflation hurt the stock markets? The answer is: it depends. It depends on how high it is and how long it lasts. Likewise, industries and consumers are affected quite differently. Interest rate levels also play an important role. What has been shown in the past - gold performs well during periods of high inflation. Agricultural commodities are also predicted to have a dazzling future.
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Commented by Carsten Mainitz on January 25th, 2022 | 11:14 CET
Allkem, Triumph Gold, K+S - Take advantage of price setbacks!
What moves prices? When reduced to the core, it is supply and demand. So simple and yet so complicated. The forecast or anticipation of the two factors and the pricing of the future is what moves the stock market. Many developments and general conditions speak for rising commodity prices. While the prices of industrial and battery metals have been rising significantly for many quarters, the increases in precious metal prices, on the other hand, have been moderate. Where are the opportunities to take advantage of price declines?
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Commented by Carsten Mainitz on December 22nd, 2021 | 11:01 CET
Kinross Gold, Almonty Industries, K+S - Is rising inflation the trigger for commodity stocks?
Two topics are currently occupying the markets: the impact of the new Corona Omicron variant on global supply chains and the further course of inflation. Experts disagree on both topics. While everyone assumes that the Omicron variant will lead to another global wave, most experts now see the supply chains as so stable that a fundamental disruption is now virtually impossible as was at the beginning of the pandemic. Concerning inflation, there are increasing voices that this should not be regarded as merely temporary. That should drive commodity stocks.
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Commented by Carsten Mainitz on December 17th, 2021 | 14:06 CET
Triumph Gold, First Majestic, K+S - Something is happening here!
Inflation has reached its highest level in decades in many countries. Even though the US Federal Reserve has already sent clear signals for upcoming interest rate increases, the real interest rate will remain negative for a long time, and the loss of purchasing power will be felt. In such a situation, investors can protect their money by investing in tangible assets such as stocks, real estate, and commodities.
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Commented by Carsten Mainitz on November 26th, 2021 | 14:06 CET
MAS Gold, K+S, Klöckner & Co. - For fans of real assets!
Inflation has certainly not yet reached its peak. The scenario of only a short phase of major losses in purchasing power - according to the position of the central banks - must be doubted anyway. Therefore, forward-looking investors should invest in tangible assets such as stocks, bonds or commodities. Anyone thinking of building up or expanding a commodities portfolio should take a closer look at the following stocks. Who is winning the race?
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Commented by Nico Popp on November 16th, 2021 | 10:02 CET
Deutsche Telekom, MAS Gold, K+S: An insider tip against inflation
The latest trends are usually first seen abroad and then gradually spill over into the German-speaking world. Examples include delivery services, co-working spaces and Uber. One trend that German savers, in particular, can do without is inflation. But here, too, everything looks as if Europe is emulating the USA. While the US has already been hit hard by inflation, with inflation hovering around 6% in recent months, the figures in Europe are lower. But in a globalized world, it is only a matter of time before inflation rises here too. We present three stocks that investors think of when it comes to inflation protection.
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Commented by Armin Schulz on November 15th, 2021 | 11:31 CET
Infineon, Almonty Industries, K+S - Profiting from supply bottlenecks
It is not only the printing presses of the central banks that are causing inflation in the USA and Europe but also the supply bottlenecks in more and more sectors. The chip shortage has been known for some time, but there is already a shortage of raw materials such as steel, cement, copper, nickel, tungsten, and even fertilizers. The infrastructure package of the USA, which was passed a good week ago, contributes its part to this. In addition to the existing packages, another USD 550 billion package will further fuel demand in the commodities mentioned above. The beneficiaries will be the producers, three of which we take a closer look at today.
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Commented by Stefan Feulner on November 12th, 2021 | 11:19 CET
Siemens, BIGG Digital Assets, K+S - The profiteers of inflation
Due to bottlenecks in supply chains and rising commodity and energy prices, consumer prices in the United States grew by a whopping 6.2% compared to October 2020, the highest level since the early 1990s. The medium-term goal of central bankers led by FED Chairman Jerome Powell is 2% inflation. But to achieve this goal, they would have to abandon the ultra-loose monetary policy and start raising interest rates. However, they are not taking this step because they believe that inflation is only temporary. The profiteers from this defensive behavior are equities, cryptocurrencies and precious metals.
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Commented by Nico Popp on November 1st, 2021 | 10:29 CET
Shell, Sierra Grande Minerals, K+S: 4.1% inflation - here is how investors counteract it
Inflation in the eurozone climbed to a new record in October - at 4.1%, one can confidently speak of inflation. At the same time, the European Central Bank (ECB) continues to adopt a wait-and-see approach. Although the markets are pricing in an interest rate hike in the eurozone, analysts and the ECB believe these expectations are premature. Given the stuttering economic recovery, it might make sense from the central bank's point of view to delay the exit from the ultra-loose monetary policy a little longer - with all the risks.
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Commented by Stefan Feulner on October 29th, 2021 | 14:13 CEST
XPeng, Graphano Energy, K+S - The fear of emptiness
There are shortages in all sectors. In addition to the chip shortage, which is affecting the automotive industry, there are also shortages of metal, plastic, and even packaging material for Christmas presents. Even at technology giant Apple, there is concern about whether the all-important final quarter can be spared supply disruptions due to fragile global supply chains. There is no end to this problem in sight in the longer term; on the contrary, the shortage of raw materials due to the energy transition exacerbates this circumstance.
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