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Commented by Carsten Mainitz on November 20th, 2025 | 07:00 CET
Perfect signals: Take advantage of setbacks at Almonty Industries, Rheinmetall, and Steyr!
Geopolitical tensions are expected to lead to drastic increases in defense budgets in the future. Riding this wave, defense stocks remain popular investments. However, the wheels of government bureaucracy sometimes turn too slowly. This means that orders can be delayed, dampening companies' short-term forecasts – and disappointing the capital market. But since the "big picture" is positive, weaker prices represent good entry opportunities. Investors should not forget commodity producers, which are of great importance to the defense industry.
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Commented by André Will-Laudien on November 19th, 2025 | 07:40 CET
Gold above USD 4,000, Bitcoin and NASDAQ reeling! Formation Metals on the rise, panic at Metaplanet and DroneShield
A few weeks ago, the US government declared a state of emergency over critical metals. This triggered a massive run on all stocks related to strategic metals such as rare earths, uranium, and lithium. The announcement also proved decisive for the gold and silver markets, which have been setting new all-time highs since October before recently entering a consolidation phase. At the start of the week, buying interest in gold and silver returned, while former tech high-flyers like Metaplanet and DroneShield suffered heavy losses. For investors, the current panic across parts of the tech sector could present an opportunity. Commodity markets have been dormant for years and are now being flooded with unprecedented amounts of capital. Where should investors position themselves now?
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Commented by Nico Popp on November 19th, 2025 | 07:30 CET
Attention Labor Market Data! Will gold soon take off? Kobo Resources, Barrick Mining, Mercedes-Benz
In Germany, fear has been spreading across many industries for months: How many jobs are still at risk? Concerns are growing, especially among suppliers to the automotive industry in the southwest, where Mercedes-Benz, Porsche, and other industrial giants are struggling with the market environment and their own structural weaknesses. Recent signs also suggest a potential economic slowdown in the US. So far, these developments have not impacted the markets; on the contrary, the probability of a US interest rate cut in December has recently declined significantly. If the labor market data published at the end of the week is poor, this could change abruptly – potentially supporting a renewed rally in gold.
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Commented by Armin Schulz on November 19th, 2025 | 07:20 CET
Newmont, Desert Gold, and Agnico Eagle: Strategic positioning for the next gold rally
Gold is once again shining as a safe haven in turbulent times. Despite occasional corrections, the precious metal is holding its own at record highs, driven by geopolitical risks and continued demand from central banks. While the ongoing debate surrounding interest rate policy is dampening short-term momentum, it is precisely this uncertainty that strengthens the long-term investment case for gold. In this competitive environment, players with different strategic approaches are focusing on growth. These opportunities can be seen especially in the developments at Newmont, Desert Gold, and Agnico Eagle.
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Commented by Carsten Mainitz on November 19th, 2025 | 07:15 CET
Silver boom continues unabated – Take advantage of setbacks at Silver North Resources, First Majestic, and SMA!
In light of geopolitical tensions and real purchasing power losses, precious metal prices are on the rise – and there is no end in sight. While gold is traditionally considered a "safe haven," silver has even more advantages, as it is also in high demand from industry. Around 10 to 15% of global silver production is demanded by the solar industry each year. Silver is indispensable because it is the best electrical conductor, thus maximizing power yield. Therefore, there are significant interdependencies between solar module manufacturers, as consumers of silver, and suppliers such as silver producers.
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Commented by Nico Popp on November 19th, 2025 | 07:10 CET
Hydrogen revolution! Will there now be a flood of matches? thyssenkrupp nucera, Linde, First Hydrogen
The European hydrogen market is gaining momentum. With the new Hydrogen Mechanism, the EU is launching a matchmaking platform to connect green hydrogen supply with demand. The initiative aims to accelerate the market's development. In the future, several rounds of tenders will take place each year via an IT platform to bring hydrogen producers and consumers together. Companies such as First Hydrogen expressly welcome this development.
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Commented by Stefan Feulner on November 19th, 2025 | 07:05 CET
Strategy, FINEXITY AG, Allianz – The next rally is coming
After steep, sometimes parabolic upward movements, especially in AI-related technology stocks, fears of a major correction are currently circulating due to the high valuations of Nvidia, Palantir & Co. But do not forget that the stock market moves in waves, and every consolidation offers opportunities for long-term re-entry. Even in the crypto sector, this is likely to be just a blip in the long-term upward trend.
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Commented by Armin Schulz on November 19th, 2025 | 07:00 CET
The secret formula for stable returns: BASF, WashTec, and Volkswagen
In uncertain times, investors long for stability. Dividends not only generate returns but, above all, offer stability. The focus is shifting from speculative hype to companies with sustainable dividend policies. These quality characteristics can be found not only in large index heavyweights but also in specific niches. Three established names that should be examined more closely in this regard are BASF, WashTec, and Volkswagen.
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Commented by Nico Popp on November 19th, 2025 | 06:00 CET
New developments in drones – Is a growth spurt on the horizon? NEO Battery Materials, LG Chem, Albemarle
The war in Ukraine has triggered a boom in micro drones – and with it, a surge in demand for specialized battery technology. Ukrainian forces are increasingly relying on swarms of low-cost mini drones to counter larger unmanned combat aerial vehicles (UCAVs), such as Iranian Shahed drones. Several trends are emerging here for investors: demand for high-performance small drone batteries is soaring, while stable supply chains free of geopolitical risks are becoming more critical than ever. This is precisely where the up-and-coming company NEO Battery Materials comes into play.
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Commented by André Will-Laudien on November 18th, 2025 | 07:25 CET
Nvidia figures ahead, AI correction looming? Doubling alternatives include Planethic Group, Bayer, Eli Lilly, and Novo Nordisk
It does not always have to be Nvidia! If the current level of risk on the NASDAQ feels a bit too high, investors should take a look at some European gems. There may be less AI involved here, but people still work for people. This is particularly interesting as Elon Musk aims to equip the core zone of human interaction with humanoid robots, from cooking together in the kitchen to family life, which could receive "digital offspring" as early as 2027. Because the planet will soon face food and water shortages due to permanent overheating, we are taking a closer look at completely analog topics such as alternative nutrition and the prevention of obesity. This is certainly too boring for the disciples of the digital apocalypse, but it offers plenty of charm for non-digital investors.
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