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Commented by Stefan Feulner on November 24th, 2020 | 10:38 CET
BYD, BIGG Digital Assets, NEL ASA - Get rich with these trends!
Hydrogen, blockchain or e-mobility, these new technologies are currently keeping investors busy. Leading stocks from the respective industries have gained several hundred percent in the past months. But these trends are only at the beginning of their development. In addition to the top performers, second and third-tier companies with novel business models are gradually moving forward. Further outperformers seem preprogrammed.
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Commented by André Will-Laudien on November 24th, 2020 | 10:28 CET
Scottie Resources, Bitcoin, Tesla: rocket propulsion in demand!
Once again gold was voted out of the market by analysts yesterday, hitting a 3-month low of USD 1,831. Deutsche Bank recently released figures on the performance of traditional markets and the crypto market following the optimistic move towards a Covid-19 vaccine. In addition to varying stock market gains with increases between 5 and 15%, Bitcoin came out as one of the biggest winners. The attractiveness of Bitcoin as an alternative hedge continues to increase according to Deutsche Bank analysts. Further gains are likely, but we should not forget the many speculators who are probably unscrupulously chasing the rocket-trend.
There seems to be a substantial increase in demand to use Bitcoin in place of gold, to hedge various dollar or inflation risks. Bitcoin and other TOP10 cryptos have gained between 20-50% in this month alone. The run is similar to the development in the years 2017-2018. Gold and silver, on the other hand, continue to show a need for consolidation, many investors are currently shifting their security investments into other areas. However, this downward movement should not continue for long, unless Bitcoin reaches the price target of USD 100,000 of the well-known Bitcoin bull Max Keiser. If not, there is, of course, a considerable need for technical corrections, which can also happen overnight due to the 24-hour trading.
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Commented by André Will-Laudien on November 23rd, 2020 | 11:16 CET
Rio Tinto, BHP Billiton, Almonty Industries - Base metals for the upswing
Last week, Canadian star economist David Rosenberg said: "Base metals are generally the most correlated with the Chinese economy, so I would say that base metals have performed very well. The correlation between Chinese GDP and commodities is incredible. It is not difficult for me to take a constructive stance towards the base metals sector when I believe that they are the primary source of demand worldwide and that China consumes half of the world's metals."
Looking to the future, Rosenberg said that the US and the rest of the Western world must confront China's growing power and influence. "I hate to say it, but whoever the president is, he is currently facing the challenge of preventing China from capturing an ever-increasing share of global GDP."
The message is clear: In China, Covid-19 seems to have already been overcome; it is essential not to lose the connection because of the pandemic-related downturn. Overall, raw materials will, therefore play a huge role in this environment.
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Commented by Stefan Feulner on November 20th, 2020 | 11:20 CET
BioNTech, Saturn Oil & Gas, Moderna - these stocks will explode!
Now it's all happening at once with the news in the race against the Corona pandemic. According to BioNTech and its US competitor Moderna, first deliveries of the vaccine are scheduled for the end of this year and the start of 2021. The first step towards normality, even though the head of BioNTech, Ugur Sahin, does not expect a normal social life until the end of 2021 at the earliest. Then, if everything goes smoothly, badly shaken industries should experience an unprecedented renaissance, and their share prices should take off.
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Commented by André Will-Laudien on November 20th, 2020 | 11:10 CET
Air Liquide, Linde, Royal Helium: Air Anchor
According to PWC, sustainability is a crucial issue for the oil and gas industry. Until now, the core of existing sustainability strategies has primarily involved compliance with regulatory requirements in the areas of health, employee well-being and safety. For some years now, renewable energies have been on the upswing, and decarbonization is the order of the day, posing new challenges for the sustainability strategies of oil and gas companies. Current climate policy, pressure from shareholders and the public, and the investment strategies of major financial institutions are forcing companies to invest in the use of "green" energy sources and reduce their emissions. Through improved technologies and processes, ecologically generated electricity is becoming increasingly competitive.
On the one hand, it can be seen as threatening, but also an opportunity for business models in the oil and gas industry. Their well-known representatives will continue to play an essential role in the global energy mix for the foreseeable future. For all companies in the industry, this situation represents a balancing act. They must develop transparent sustainability strategies to safeguard their traditional business areas. Still, at the same time, they must also take advantage of new opportunities and seize those arising from the transition to a climate-neutral economy.
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Commented by Nico Popp on November 20th, 2020 | 10:59 CET
E.ON, RWE, Defense Metals: Energy investments - from boring to speculative
The experts of the investment house Clearbridge Investments report that the world could be facing a phase of economic recovery. Decisive factors for this development could be not only the measures of the central banks but also the investments in infrastructure. As the experts emphasize, investments of USD 100 billion would already create about one million jobs. Moreover, every dollar that is invested will pay off several times over in decades and contribute to growth. In contrast to previous years, not only the classic tech stocks should benefit from this growth, but also traditional sectors such as utilities.
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Commented by André Will-Laudien on November 19th, 2020 | 09:40 CET
Triumph Gold, Impala Platinum, First Majestic Silver: precious metals for Biden's debt policy!
Economists refer to "asset inflation" as the increase in the price of all assets. What is meant by this is the general increase in the price of all asset investment vehicles such as bonds, shares, precious metals or real estate. We make no secret of it: ALL of the objects as mentioned above are paid with newly created money, the liquidity in the system ensures quasi permanently that assets are practically subject to a permanent and continuous increase in price. Shares, for example, have risen by an average of 9% per year since 2009. Bonds measured by the Bund future are quoted at a 100-year high with negative yields and a rich real negative interest rate, yes, and real estate in good locations has more than tripled in value over the last 20 years. In Munich, for example, the average weighted price per square meter for new residential buildings is around EUR 8,500 (range EUR 5,000-16,000) - in 2000, this was still EUR 2,850. Now we come to the precious metals using gold as an example: the yellow metal cost around USD 400 per ounce in 2005 and is now worth USD 1,875, a plus of 370% in 15 years. Let's take a closer look at the world of precious metals.
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Commented by Nico Popp on November 19th, 2020 | 09:27 CET
AngloGold Ashanti, Blackrock Gold, Newmont: Investing in gold - but how?
Gold investors are in a comfortable situation: The precious metal has lost a little from its highs, but still shows excellent relative strength at the USD 1,900 an ounce mark. Although news of vaccines has taken some pressure off the markets in the short term, the big picture for gold investors remains intact. The crisis of the century requires trillion-dollar measures. This flood of money, in turn, increases the risk of further problems and could drive inflation. Contrary to the opinion of many investors, it is not inflation that drives the gold price, but their expectations. Given the measures already taken and those still in the pipeline by governments and central banks, there is every reason for increased inflationary expectations. But how does an investment in the expected gold boom succeed?
While grandmother still hid bars and coins under the bed, today's investors can resort to gold ETCs. These usually securitize physical gold and can also be held in custody at attractive fees and actively traded. Yield hunters nevertheless prefer to use gold shares. The reason: stocks such as AngloGold Ashanti, Blackrock Gold or Newmont usually offer leverage on the gold price. Depending on how a Company develops, the gold reserves in the ground are also valued.
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Commented by Stefan Feulner on November 19th, 2020 | 09:16 CET
Alibaba, wallstreet:online, Software AG - continued strong growth!
The results of online companies have just exploded during the Corona Pandemic. In addition to e-commerce giants such as Alibaba, Amazon and the German fashion retailer Zalando, other online industries also reported record results. Without a doubt, the profiteers were online brokers. On the one hand, sales increased exorbitantly due to the high fluctuation range of the stock exchanges and, on the other hand, many new customers became interested in stock exchange trading.
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Commented by André Will-Laudien on November 18th, 2020 | 10:40 CET
NIO, Tesla, dynaCERT - Mobilizing the future!
The good news for automotive suppliers is that electric vehicles still only make up a small percentage of the car market - at least for now. The bad news is that the increasing spread of electric cars is a significant challenge for automotive suppliers. Since these cars have far fewer parts than those with conventional combustion engines, manufacturers of exhaust and fuel systems as well as traditional transmissions are facing significant disruptions as e-mobility takes unexpected steps forward. The crux of the matter for electricians is still the availability of charging stations and the limited mobility radius. But this will soon change rapidly once the Corona aid pots are flowing into the green infrastructure.
Nevertheless, the e-vehicle is being fueled by government emission standards and incentives, especially in the USA, England, France, Germany and China. But the battery-powered vehicles will not pose a significant threat to the combustion engines until operating costs are about the same. In especially more impoverished areas of the planet and inaccessible zones, there is no alternative to the internal combustion engine; this is completely ignored in the public discussion. While the cost of e-cars continues to fall as technology improves, they are still far from being competitive. Nevertheless, if you look at the signs of the times, car companies have already invested billions in electro-related technology, so the course for the future is set.
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