Banking
Commented by Nico Popp on December 12th, 2025 | 07:15 CET
US banks declare a golden age: JPMorgan, Goldman Sachs, Kobo Resources and the maximum leverage
Wall Street's gold price forecasts for 2026 are unusually clear. Both JPMorgan and Goldman Sachs have raised their price targets significantly and see the precious metal on the verge of a historic breakout. But while the big banks primarily manage their business through volume and hedging, the market offers additional opportunities for speculative investors. Small explorers like Kobo Resources could become particularly interesting precisely because the big institutional players have not yet invested here.
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Commented by Nico Popp on December 5th, 2025 | 07:00 CET
Siemens Energy, Deutsche Bank, Almonty: Why 2025 belonged to the tankers – and 2026 will be the year of the speedboats
There are years on the stock market that are remembered for decades. 2025 was one such year. It was the year the old economy made its comeback. Who would have thought 12 months ago that a former DAX turnaround candidate would outperform tech stocks? Or that a major German bank would suddenly be viewed as a highly attractive core investment? The scoreboard does not lie: the big tankers delivered. However, stock market history rarely repeats itself exactly. While many blue chips are now trading at high valuations and no longer offer much upside potential, experienced investors are already positioning themselves for the next cycle. A presentation at the International Investment Forum (IIF) on Wednesday provided a decisive clue as to where the momentum may shift in 2026.
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Commented by Nico Popp on December 4th, 2025 | 07:05 CET
Hype fades, substance remains: Why Bank of America, Commerzbank, and Nakiki are now winners
"The tide lifts all boats, but it is only at low tide that you can see who is swimming without swimming trunks." This stock market bon mot from Warren Buffett perfectly describes the current state of the crypto market. While Bitcoin is stabilizing after its volatile phase and reaching a new stage of maturity, speculative bubbles are bursting at the edges - the best example: American Bitcoin from the Trump universe. Investors increasingly understand that quality is what matters when it comes to blockchain. We present financial stocks with substance that also exude crypto fantasy.
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Commented by André Will-Laudien on November 28th, 2025 | 07:20 CET
2, 20, or 200% return in 2026? Interest rates are falling, a golden opportunity for Deutsche Bank, RE Royalties, Lufthansa, and TUI
At the beginning of the week, the mood on the stock markets was still significantly subdued. Many investors saw little chance of an interest rate cut in the US in the near future, but hope springs eternal. On Monday, the DAX briefly slipped below the 23,000-point mark, but this did not trigger any new selling pressure in the short term. On the contrary, a strong counter-movement set in over the following days. The index has now gained more than 700 points and regained its 200-day line. The technical picture is now back on track. Yesterday was Thanksgiving in the US. In addition to giving thanks for a good life, US investors are up a full 16% on their stock investments based on the S&P 500. Overall, 2025 will be a positive year for investors. And because of the US debt problems, the Federal Reserve will certainly put a few more treats under the tree. So the current bubble appears to remain secure!
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Commented by Armin Schulz on November 26th, 2025 | 07:05 CET
Deutsche Bank, Globex Mining, K+S: How to combine financial strength, the commodities boom, and food security
In uncertain times, savvy investors focus on companies with strong fundamentals and clear prospects for the future. Instead of relying on artificial connections, it is worth taking a look at three specific players, each of which plays to its own strengths in volatile markets: a financial giant that needs to prove its robustness, an agile mining explorer with access to coveted commodities, and a fertilizer specialist that benefits from global food security. An analysis of the individual opportunities and risks of Deutsche Bank, Globex Mining, and K+S promises valuable insights.
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Commented by Armin Schulz on November 24th, 2025 | 07:35 CET
The billion-dollar game: How Commerzbank, FINEXITY, and Coinbase are opening up the token market
The way we invest our assets is facing its biggest revolution in decades. Tokenization is transforming previously illiquid assets such as real estate into tradable digital fragments. This megatrend is opening doors for private investors to markets that were previously reserved for institutional players. While asset giants like BlackRock are heralding a new era, regulators are emphasizing the need for clear rules. Three key players are navigating this tension between opportunity and risk: Commerzbank, an established financial pioneer; FINEXITY, a specialist in tokenized assets; and Coinbase, a leading crypto gateway.
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Commented by Nico Popp on November 24th, 2025 | 07:10 CET
Is the banking crisis returning? LAURION Mineral Exploration, Deutsche Bank, and Barrick Mining
Nervousness is mounting in the US credit market due to asset-backed securities, the Bundesbank warns of the risk of a new banking crisis, and geopolitical tensions persist, especially following the peace plan for Ukraine developed by the US and Russia. Given this multitude of events, one might wonder why market prices remain so high. Yet, the growing popularity of gold already indicates that trouble could be looming in the capital markets. We examine which gold stocks have the most potential right now - but first, a brief look at the banking sector.
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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 11th, 2025 | 07:10 CET
Steady returns in uncertain times: The yield strategies of Deutsche Telekom, RE Royalties, and Allianz
In uncertain times, investors long for stability. A smart strategy focuses on companies that not only grow but also pay a reliable dividend. This passive income provides valuable support, independent of daily market fluctuations, while also protecting against loss of purchasing power. We take a closer look at three established companies that deliver on this promise: Deutsche Telekom, RE Royalties, and Allianz.
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Commented by André Will-Laudien on November 7th, 2025 | 07:50 CET
Fact check: After the correction comes the next rally! Ups and downs for Almonty, Aixtron, and Deutsche Pfandbriefbank
Zigzag! Buy, sell, buy again! What wild volatility we are seeing on the trading board! Palantir delivers dream numbers, exceeding analysts' estimates by 10%, only to drop 20% after a brief rally. Traders have a saying for this: "Buy the rumor, sell the fact." Indeed, this kind of market behavior is often seen around earnings releases. In the case of Almonty, the stock surged an explosive 700% in just eight months, only to lose 40% in the subsequent correction. For flexible investors, it is worth taking a closer look and not losing sight of the fundamentals. Here are a few ideas for rocking the boat or tucking stocks away à la Kostolany!
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