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Commented by André Will-Laudien on February 16th, 2022 | 11:14 CET
The technical breakout: Barrick Gold, Tembo Gold, Delivery Hero - Huge gold rally ahead!
A lot is going on on the political fronts. Ukraine is put in fear by threatening gestures, and the West is mobilizing on Poland's border. With such maneuvers, the stock exchanges usually take a dive, and for gold and silver, it often produces a buy signal. A few days ago, there was an accompanying inflation figure of plus 7.5% from the United States. That signals a further increase in inflation, which was not expected even by the Fed. We are looking at potential winners from this large-scale situation.
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Commented by Stefan Feulner on February 16th, 2022 | 11:14 CET
BYD, Phoenix Copper, Freeport-McMoRan - The supercycle is on
Inflation has risen again in the US, posting its highest level since February 1982 at 7.5%. Experts do not yet see any easing in the face of high energy and commodity prices. On the contrary, the inflationary spiral continues to spin and is being further fueled by policymakers' increasingly ambitious climate neutrality targets. Here, especially the required materials such as copper, lithium and cobalt could multiply. Due to high demand and low supply, further bottlenecks, delays in supply chains and thus rising prices are only a matter of time. Profit from it.
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Commented by Armin Schulz on February 16th, 2022 | 10:59 CET
Valneva, Cardiol Therapeutics, Pfizer - Great opportunities after setbacks
First, vaccine maker stocks were pushed down by fears of a pandemic ending by the Omicron variant. Add to that a nervous and challenging market environment that has to deal with interest rate hikes and inflation. Late last week, news that Russia's invasion of Ukraine was imminent added further worry lines. All of this is weighing on the markets, but these setbacks also offer investors opportunities. Today, we analyze three turnaround candidates in more detail.
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Commented by Carsten Mainitz on February 15th, 2022 | 13:35 CET
Almonty Industries, Mercedes-Benz Group, Varta - Highs and lows, what to do?
Without raw materials, life in many sectors of the economy comes to a standstill. The economically most important raw materials with a high supply risk are referred to as critical raw materials. The European Commission counts 30 elements in this group, including tungsten and lithium. Demand rising sharply above supply has caused prices to increase significantly for some time. Raw material producers are on the winning side. Buyers have to do their homework.
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Commented by André Will-Laudien on February 15th, 2022 | 12:30 CET
Attention: Siemens Healthineers, Perimeter Medical Imaging AI, MorphoSys, Siemens - Riding the next hype with MedTech!
MedTech and pharma giants have been in high demand not only since the pandemic. The technification of diagnostics leads to the early detection of serious diseases and shortens the planning of necessary medical interventions. Of course, COVID-19 significantly impacts the availability and additional demand for high-tech in practices and emergency departments. It is creating a boom in demand from manufacturers rarely seen at this headline rate. We are looking at clear winners in medical digitization.
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Commented by Carsten Mainitz on February 15th, 2022 | 11:28 CET
BYD, Yorkton Ventures, Standard Lithium - Winners of the mobility revolution!
The shift from fossil fuels to battery-powered vehicles is underway, and policymakers are keeping up the pressure with targets to reduce emissions from cars by at least 55% and trucks by 30% by 2030 compared to 1990 levels. Demand for New Energy Vehicles (NEVs) is growing tremendously. In addition to Tesla, Chinese manufacturers such as BYD, XPeng and NIO were also able to report double-digit growth rates in the past fiscal year. The prerequisite for this trend is the procurement of the existential raw material lithium. But this is becoming increasingly scarce.
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Commented by Stefan Feulner on February 15th, 2022 | 11:14 CET
Delivery Hero, dynaCert, KWS Saat - Fallen angels
The German Foreign Minister Annalena Baerbock of the Green Party considers the Ukraine crisis to be "absolutely dicey". So far, however, she sees "no signs that the warlike confrontation is already a done deal," Baerbock said on ARD's Tagesthemen. The current situation at food delivery company Delivery Hero is also more than dicey. The DAX newcomer, included in the German benchmark index in place of Wirecard, has lost around 40% in stock market value. It could quickly fall back into the second tier.
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Commented by André Will-Laudien on February 14th, 2022 | 13:45 CET
Plus 300% in 3 months - what is next? Infineon, BYD, BrainChip
According to an analysis by Goldman Sachs, 169 high-tech industries are affected by the global chip shortage. The lack of microprocessors has not only hit the automotive industry hard. Nothing works without chips, whether smartphones, WLAN routers, wind turbines, or medical equipment. Experts do not yet see a turnaround because the problems contributing to the crisis persist. Which tech stocks should be on the buy list now?
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Commented by Stefan Feulner on February 14th, 2022 | 12:17 CET
BioNTech, XPhyto, Steinhoff - Explosives for the stock markets
The situation on the stock markets remains tense. Due to the persistently high inflation figures, voices are becoming increasingly louder, calling for far more than the originally planned 3 interest rate hikes by the FED for this year. The ECB should also not be long in finally abandoning its ultra-loose monetary policy. And to make matters worse, the situation in Ukraine is threatening to escalate. The US already reacted to the tense situation and withdrew embassy staff from the Ukrainian capital Kiev.
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Commented by Armin Schulz on February 14th, 2022 | 11:56 CET
ThyssenKrupp, Defense Metals, Mercedes-Benz Group - Is war coming now?
The situation around Ukraine is coming to a head. Last Friday, US citizens were called upon to leave Ukraine immediately. US intelligence services suspect that Russia's invasion could be imminent as early as next Wednesday. Stock markets fell in response. But will Russia really start a war? That remains to be seen, but it is clear that war is also an economic engine, despite the suffering it causes. The defense industry needs rare earths, as does the steel and automotive industries. We highlight three companies around rare earths.
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