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Commented by André Will-Laudien on April 9th, 2021 | 09:00 CEST
Barrick Gold, Triumph Gold, Gazprom - Goodbye crypto, the gold rebound is coming!
The investment in precious metals is generally referred to as long-term asset protection. An ounce of gold has gained almost 500% since 2005, and when averaged over a year, this provides a return of 9.6%. Stocks have risen by an average of 9.2% per year since 2009, while bonds, as measured by the Bund future, are trading at a 100-year high with negative yields and a negative interest rate in real terms. Real estate in good locations has more than tripled in value over the past 20 years. The inclined observer asks himself today, with which assets can one still achieve a real increase in wealth? Away from the capital markets, we recommend selected paintings and sprightly vintage cars, but 5-10% should flow into gold and silver, in part physically too, of course.
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Commented by Carsten Mainitz on April 9th, 2021 | 08:25 CEST
IBM, REVEZ, CLIQ Digital - Digital stocks for analog profit!
Today's world is becoming increasingly digital. Especially in times of Corona, many people realize the advantages of electronic life. School lessons for the children, ordering food and banking transactions can all be done conveniently from home. Digital communication is linking people worldwide. Every trading partner is just a mouse click away. Three things are crucial for digital transformation: infrastructure, content and people who know how it works. The following three stocks cover exactly these areas and are gold for the portfolio for other reasons too.
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Commented by Carsten Mainitz on April 8th, 2021 | 13:10 CEST
Aurelius, Deutsche Rohstoff, Mutares - Lighthouses
What do lighthouses have to do with investment decisions? Seafarers have always used lighthouses to determine their position to avoid dangers and shoals, among other things. Historians name the Egyptian Pharos of Alexandria as the oldest lighthouse in the world. If one transfers the important orientation function to investment decisions, renowned investors can represent these lighthouses. In the following, we present three companies that have repeatedly demonstrated a good nose as holding or investment companies.
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Commented by André Will-Laudien on April 8th, 2021 | 09:49 CEST
Infineon, Airbus, Lufthansa, Almonty Industries - High-tech is the bottleneck!
In order to limit global warming, the world must become climate-neutral. For this, it will require removing billions of tons of CO2 from the atmosphere and storing it. Meanwhile, the Corona pandemic raises entirely different problems. Planned investments in research and development cannot be carried out as planned due to a lack of raw materials and the supply of certain necessary resources. Primarily, this affects high-tech manufacturers, but even basic technologies can only be developed with difficulty. We shed light on the facets of an economy trying to move a great deal, but with a giant brake block in front of it.
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Commented by André Will-Laudien on April 8th, 2021 | 09:42 CEST
Nel ASA, dynaCERT, FuelCell Energy - Hydrogen, the second wave!
The hydrogen hype is entering its second wave. The reason is undoubtedly the current draft resolution of the Joe Biden package in favor of the global climate goals. This package contains an investment sum of several hundred billion US dollars to lower climate damaging emissions. The market will decide whether battery or hydrogen technology will play a greater role here; the only important thing is that the funds for the start of the research projects are released quickly. Time is pressing because the pandemic has put many industries on the sidelines. The transport industry, in particular, depends on the sale of goods, and in the future, this should take place without any negative environmental impact.
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Commented by Stefan Feulner on April 8th, 2021 | 09:36 CEST
Plug Power, Blackrock Silver, Nordex - Right on trend!
Historically, silver, along with gold, has been considered a safe haven and protection against inflation. The precious metal is gaining more and more importance due to renewable energies in industrial production. Currently, silver is correcting, but in the long run, the prospects are extremely positive. Strongly rising public debts worldwide, unprecedented support measures of central banks and governments, and increasing concerns about high inflation are undoubtedly good arguments. In addition, there is an enormous demand in the electromobility sector and the photovoltaic industry.
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Commented by Stefan Feulner on April 8th, 2021 | 09:32 CEST
Volkswagen, Rock Tech Lithium, NIO - It is getting dramatic for Germany!
Metal processing industries and steel manufacturers in Germany are increasingly reporting delivery problems and rising costs resulting from significantly increasing raw material prices. Due to the strong growth in demand resulting from the energy transition, it is becoming increasingly difficult to secure the supply of raw materials in the long term. The dependence on China, which currently has a virtual monopoly on many metals, has been evident for a long time. As early as 2008, the then German President Horst Köhler called for a raw materials strategy for the Federal Republic. Little has happened since then, but the bottleneck is steadily approaching. According to the motto of a former SPD politician: "Germany is doing away with itself."
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Commented by Nico Popp on April 8th, 2021 | 09:30 CEST
PayPal, Aspermont, ProSiebenSat.1: Digital media drives growth
Digital business models have numerous advantages. Processes can be optimized better and the business can be scaled more easily. While analog business models quickly require more employees and ultimately become complicated, such problems hardly ever arise with digital business models. Whether PayPal makes 100,000 payments an hour or 150,000 is almost irrelevant. If capacities reach their limits, they simply buy more - here, too, digital is simply better. We present companies that have either turned existing industries upside down or are really taking off thanks to digital business models.
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Commented by Nico Popp on April 8th, 2021 | 07:54 CEST
ThyssenKrupp, Barrick Gold, Goldseek Resources: These developments are only just beginning
While scarcity used to be expressed only in rising prices on the futures markets, it is now even reaching the shelves of consumer and DIY stores. In the final phase of the pandemic, the long standstill seems to be taking its revenge. While many regions are already becoming more active again economically and are demanding products, empty warehouses and low production capacities are becoming noticeable.
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Commented by André Will-Laudien on April 7th, 2021 | 09:58 CEST
SKRR Exploration, First Majestic Silver, Millennial Lithium - Commodities in demand as never before!
Commodity prices are spiraling upwards almost daily. The demand for industrial metals is higher than it has been for the last 10 years, and it seems that industrial companies can hardly save themselves from orders despite the pandemic. Yesterday was also a day for precious metals, and they were able to gain 1-2% across the board. In gold, the critical line around USD 1,680 has recently held again, and now the market is trying to take out the upper boundary lines at USD 1,790 and USD 1,835. Due to the omnipresent inflation, the spark should also finally jump in gold. The other metal prices have long since followed the global inflation.
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