Comments
Commented by André Will-Laudien on January 12th, 2026 | 07:20 CET
Boom & Bust 2026 – Where can investors still position themselves? BYD, BMW, DroneShield, and Power Metallic Mines
New highs every day – it is nothing short of a miracle. The international trouble spots around Ukraine, Gaza, and Venezuela appear to be growing with the addition of Syria and Iran. This means the next gear for the arms industry. The under-militarized NATO countries, in particular, are likely to continue to push ahead, as the US's guarantee of support for Western countries is no longer considered viable. Those who can no longer defend themselves today are at risk of being overrun by trigger-happy dictators. This makes things interesting for DroneShield and Power Metallic. The automotive industry must also show how it can get consumers back behind the wheel. The capital markets remain highly valued and extremely exciting, but the eternal one-way street of high tech still seems to have many potholes. Which stocks can overtake on the right?
Read
Commented by Nico Popp on January 12th, 2026 | 07:15 CET
The USD 200 billion poker game: Why a merger between Glencore and Rio Tinto could pave the way for Pasinex Resources
The 2026 stock market year began with a rumor that could shake the foundations of the global commodities industry. In trading rooms from London to Toronto, there were increasing signs that industry giants Rio Tinto and Glencore were once again considering a merger. It would be a historic mega-merger, creating a hegemony with an estimated value of USD 200 billion. Initial exploratory talks between the two companies have now been confirmed. But while analysts are still discussing the antitrust hurdles, the "smart money" is already looking to the second tier. After all, such a mega-merger would have one primary goal: absolute control over the critical metals of the energy transition, above all, copper and zinc. In the shadow of these giants, flexible, high-grade players such as Pasinex Resources are emerging as the real winners, as they deliver precisely the agility and production quality that the cumbersome large corporations lack.
Read
Commented by Armin Schulz on January 12th, 2026 | 07:10 CET
The license to mine: With RZOLV Technologies, Barrick Mining and Agnico Eagle could gain new scope - without cyanide
Gold mining has long relied on a single, highly toxic molecule: cyanide. Today, tightening regulations, rising ESG scrutiny, and increasingly complex ore bodies are challenging this long-standing industry standard. A paradigm shift is emerging in which access to clean extraction technology, rather than mere ownership of the metal, is becoming the decisive strategic lever. This change is casting innovative providers such as RZOLV Technologies and established mining giants such as Barrick Mining and Agnico Eagle in a new strategic light.
Read
Commented by Nico Popp on January 12th, 2026 | 07:05 CET
USD 16 trillion in transition: How Finexity is rewriting the rules of Wall Street alongside Deutsche Bank and Bank of America
2025 marked a historic turning point for global capital markets. What was long considered a futuristic experiment is now a harsh economic reality: the tokenization of assets, known in technical jargon as "real world assets" (RWA), is breaking down the entrenched structures of the old economy. According to recent studies by leading consulting firms such as the Boston Consulting Group, this market is heading for a gigantic volume of USD 16 trillion by 2030. Two worlds are colliding in this new ecosystem. On the one hand, there are the established top dogs such as Deutsche Bank and Bank of America, which are posting record results and using blockchain to become even more profitable. On the other hand, Finexity AG, a German disruptor, is challenging the status quo. Since its IPO in September 2025, it has been proving that the future belongs not to the management but to the democratization of wealth. For investors, the question arises: Should they bet on the gentle evolution of the giants or on the radical innovation of the challenger?
Read
Commented by Stefan Feulner on January 12th, 2026 | 07:00 CET
Antimony instead of dependence – Antimony Resources stands to benefit from the China risk
Geopolitical tensions are increasing, and with them, the West's dependence on China for critical raw materials is becoming increasingly apparent. Metals such as antimony are indispensable for industry, technology, and security, yet are barely produced in Western countries. Trade conflicts and political risks are turning this concentration into a strategic vulnerability. While the US and Europe are urgently searching for alternative supply chains, specialized resource companies in stable jurisdictions are gaining in importance. Antimony Resources could be one of the beneficiaries of this shift. With its high-grade Bald Hill project in Canada, the Company is positioning itself as a potential building block for an independent Western antimony supply.
Read
Commented by Nico Popp on January 9th, 2026 | 07:15 CET
Nuclear comeback: How AI is revitalizing the sector and American Atomics is becoming a key player alongside General Electric and Siemens
The year is 2026, and global energy markets are evolving rapidly. The narrative of nuclear power as a thing of the past is history – CO2 neutrality and energy security increasingly depend on reliable base-load generation. Driving this change is the rapidly growing energy demand of artificial intelligence. Hyperscalers and data centers require stable, 24/7 power that wind and solar alone cannot guarantee. In this new nuclear era, technology giants such as General Electric and Siemens are central as they build the reactors and grids of the future. However, the most attractive niche may lie at the start of the value chain: American Atomics is addressing uranium supply challenges with new technologies and secure US locations.
Read
Commented by Fabian Lorenz on January 9th, 2026 | 07:10 CET
Trump plans to invest over USD 1.5 trillion into the military! Opportunity for Rheinmetall and Graphano Energy!? CAUTION with Standard Lithium!
A bombshell on Wednesday! US President Donald Trump wants to increase military spending to USD 1.5 trillion per year. Already this year, the US is spending USD 901 billion on its military, more than any other country. In addition to US defense contractors, other companies could also benefit. One example is Graphano Energy. The Company is developing a graphite deposit in Canada. Graphite is considered a critical input for the military supply chain. Germany's largest defense contractor, Rheinmetall, is also hoping for growth in the US. Lithium producers are already being supported by the US government, which benefits Standard Lithium. However, Fitch is questioning market expectations.
Read
Commented by Armin Schulz on January 9th, 2026 | 07:05 CET
Winners and losers in the silver shock: A look at the current situations of BYD, Silver North Resources, and Intel
A new battle over a familiar commodity is shaping the future of major global megatrends. Silver, critical for green energy, electromobility, and the electronics and semiconductor industries, is at the center of an explosive supply gap. The recent surge in silver prices is putting pressure on corporate margins, and like any crisis, it is creating both winners and losers. We therefore take a closer look at the current situation of BYD, Silver North Resources, and Intel.
Read
Commented by Nico Popp on January 9th, 2026 | 07:00 CET
Silver shock 2026: Why JinkoSolar and AMD are buying up the market, and Silver Viper Minerals is becoming a key strategic stock
It is January 2026, and global commodity markets are experiencing a tectonic shift that has surprised even seasoned market observers. Silver, long derided as gold's sedate little brother, has thrown off its historical shackles. After an unprecedented price explosion of 147% in 2025, the precious metal is now trading at over USD 74 per ounce. But unlike in previous cycles, this rise is not primarily driven by speculation, but is based on physical scarcity. Industry, led by solar giants and the AI hardware sector, is sucking the market dry. In an environment where companies such as JinkoSolar and AMD are fighting for every gram of conductive material, explorers such as Silver Viper Minerals are moving into the spotlight. They possess what the global economy is desperately seeking: new, high-grade deposits in secure jurisdictions.
Read
Commented by Nico Popp on January 8th, 2026 | 07:25 CET
Defense in a stranglehold: Why Lockheed and Boeing are grounded without antimony - and Antimony Resources holds the strategic solution
It is a chemical element with the atomic number 51 that has long led a shadowy existence on the world's stock exchanges, but whose strategic importance is now keeping security policymakers at the Pentagon awake at night: antimony. What sounds like a footnote in the periodic table is, in reality, the invisible glue holding together the modern defense and aviation industries. But this glue is becoming scarce. China, which dominates the global market with a share of more than 50% in production and nearly 80% in processing capacity, has begun to tighten the reins on exports. Trade barriers and opaque export restrictions are fueling real fears of a supply stoppage. In this high-risk geopolitical scenario, giants such as Lockheed Martin and Boeing are finding themselves in a bind, while small Western explorers such as Antimony Resources are suddenly becoming owners of assets that could prove indispensable to the national security of NATO countries.
Read