Commodities
Commented by Armin Schulz on August 31st, 2026 | 07:05 CEST
USD 40 Trillion in Debt and Central Bank Buying Fuel Gold Prices: Barrick Mining, Lahontan Gold and Wheaton Precious Metals
The gold market has made an impressive comeback following the correction in August, temporarily climbing back above USD 4,600 per ounce. This is more than just a technical rebound, as several fundamental factors are supporting the rally. Record central bank purchases, exploding US national debt, and the prospect of imminent interest rate cuts are giving gold renewed appeal. For investors, the question is no longer whether to participate in the uptrend, but how to benefit from it. Today, we take a closer look at Barrick Mining, Lahontan Gold, and Wheaton Precious Metals.
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Commented by Nico Popp on August 31st, 2026 | 07:00 CEST
Gold Rush—But Which One Is Better? DRC Gold, Ivanhoe Mines and Newmont in the Spotlight
As central banks around the world resume buying gold and geopolitical turmoil shakes confidence in fiat currencies, one thing is clear: humanity's oldest form of currency is experiencing a renaissance. After a breathtaking record-breaking run that pushed the gold price to USD 5,600 per ounce at the beginning of the year, followed by a correction, gold has recently climbed dynamically back above the USD 4,600 threshold. But for gold investors, there has long been more to the market than just bullion and ETPs. Companies in the gold sector are profiting from the rally and, under certain circumstances, can even offer leverage on the precious metal. We introduce some exciting business models and take a look at Africa as well.
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Commented by Nico Popp on August 31st, 2026 | 06:50 CEST
Hunger for Critical Metals at SpaceX and Beyond: How Globex Mining Differs from Berkshire Hathaway
Rocket launches are simply fascinating: the brilliant light, tremendous thrust, and nervous anticipation during the countdown captivate us. Yet many future technologies would be unthinkable without raw materials and their smart processing. Tech giants have long been turning their attention to Earth's mineral resources and thinking ahead about supply security. We take a closer look at SpaceX and examine which resource companies are already securing the deposits of tomorrow. Three business models put to the test.
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Commented by Stefan Feulner on August 28th, 2026 | 07:20 CEST
First Majestic Silver, Lahontan Gold, Pan American Silver: The Next Phase Has Begun
Gold and silver are among the big winners in the commodities markets in 2026. While gold benefits from geopolitical tensions, high government debt, and the search for safe-haven assets, silver gets an additional boost from industrial demand. Solar energy, electrification, power grids, and high-tech industries are facing a structurally tight supply. This creates an interesting scenario for mining stocks. Rising precious metal prices boost the margins of established producers and can simultaneously significantly improve the profitability of deposits that have not yet been developed. Three companies could benefit particularly from this.
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Commented by André Will-Laudien on August 28th, 2026 | 07:00 CEST
USD 10,000: Gold Is Gearing Up for a Major Breakout! AngloGold, Endeavour Mining, Sibanye-Stillwater and DRC Gold in the Spotlight
It seems almost strange when one compares gold price targets online. There are investment-bank analysts whose independence is visibly constrained and who ultimately have to deliver what their clients pay for. Then there are many independent system critics who have been accumulating the popular precious metals, gold, silver and platinum, for years, hoping to emerge in a stronger position than others after a potential currency system collapse. And then there are numerous speculators who, without much knowledge of fundamental data, short the spot price and are later surprised when covering their positions no longer works, as was the case in January. On the mining side, the problem presents itself differently. Geologists are grappling with dwindling reserves, while managers speak of the burden of constantly rising costs. To sum it up: the metal is shrouded in many myths, is extremely scarce in physical form, and is being bought up by central banks. All in all, it makes perfect sense—so why not proclaim a price target of USD 10,000? Over the next three years, this could very well become a reality. Which stocks look promising in this context?
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Commented by Carsten Mainitz on August 27th, 2026 | 07:10 CEST
Gold Rush in West Africa: Desert Gold, Barrick and B2Gold—New Opportunities on the Horizon?
Gold is trading above USD 4,600 per ounce, delivering exceptional margins for producers. High government deficits, geopolitical conflicts, doubts about the long-term stability of major currencies, and the continued diversification of central bank reserves are driving structural demand, while rising interest rates and a strong US dollar could act as a brake. Overall, the big picture is promising. However, with mining stocks, the devil is in the details; therefore, jurisdiction, location, and project quality also play a major role. The intersection of these three companies lies in Mali, a key mining country, where the situation is increasingly returning to normal. Thus, existing risk premiums could decline significantly in the future. Barrick is ramping up Loulo-Gounkoto faster than expected, and B2Gold has received the crucial approval for the Fekola expansion. Desert Gold offers the greatest upside potential with a massive land portfolio, a resource base of more than 1 million ounces of gold, and the upcoming start of production. Analysts attest to the stock's potential for significant price appreciation.
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Commented by Matthias Schomber on August 27th, 2026 | 07:05 CEST
Major Turnarounds and Strong Return Potential: Opportunities at thyssenkrupp, Live Nation Entertainment and Lahontan Gold
The two wars in Iran and Ukraine are still raging, compounded by a volatile oil price and a global economy that, despite everything, refuses to buckle. But how much longer can this last? While Russia is dealing a heavy blow to the Ukrainian economy with targeted attacks—and grain and steel exports via the Black Sea have nearly ground to a halt—the months-long blockade of the Strait of Hormuz in the Middle East is causing jitters in the energy markets. And yet the IMF remains surprisingly calm regarding the global economy. According to reports from Washington, the feared energy shock has so far proved milder than expected. One reason for this could be the AI investment boom, which is acting as a counterweight to the crisis. Yet IMF Managing Director Georgieva warns at the same time that the danger is far from over. Read here to find out just how fragile this balance is—and what that means for investors.
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Commented by André Will-Laudien on August 25th, 2026 | 07:20 CEST
AI & Defense Boom: Time to Pick the Winners — SpaceX, Rheinmetall, Thales and Globex Mining
Higher, Faster, Further! The hype surrounding artificial intelligence and modern defense technologies shows no signs of abating. As global tensions rise, investors are searching for the most profitable gems in this expanding sector. Yet experts have long been saying "the market has gotten overheated"—but, on the whole, they are usually wrong. That is why a targeted selection of individual stocks is now more important than ever. The trend in global interest rates remains a decisive factor for the coming months. In addition, the high valuations on the Nasdaq are prompting many investors to exercise caution. In this dynamic environment, the private spaceflight company SpaceX offers fascinating growth opportunities, but its valuation seems more appropriate for the year 2035. At the same time, the defense contractors Thales and Rheinmetall are benefiting from massive government contracts and full order books. Investors looking to diversify their portfolios wisely should also consider Globex Mining. After all, critical raw materials are the foundation of any modern high-tech infrastructure. Through a strategic combination of tech, defense, and resources, investors can effectively minimize risks and maximize opportunities. Savvy investors are therefore keeping a close eye on both macroeconomic data and the geopolitical situation — and remain ready to act!
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Commented by Stefan Feulner on August 25th, 2026 | 07:15 CEST
Alkane Resources, Desert Gold Ventures, Westgold Resources: Is the Gold Correction Over?
Gold is making a strong comeback. The price of the precious metal jumped above USD 4,600 per ounce at the end of the week and posted a 5.6% gain, marking its third consecutive weekly increase. For producers, this means rising margins and cash flows, while deposits that were previously uneconomical could become significantly more attractive for explorers. At the same time, new corporate announcements demonstrate just how valuable additional reserves have become. Investors should therefore not focus solely on the major mining operators.
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Commented by Lars Winter on August 25th, 2026 | 07:05 CEST
Lahontan Gold, Agnico Eagle, Wheaton Precious Metals: Three Exciting Hot Stocks for the Ongoing Gold Price Rally
Gold is making a strong comeback. The price per troy ounce jumped by more than 5% last week and is now trading at nearly USD 4,700. A weaker US dollar and falling yields on long-term US Treasury bonds provided the impetus. However, doubts about the sustainability of high government debt, geopolitical risks, and purchases by many central banks provide the rally with a structural foundation. According to the World Gold Council, 89% of the central banks surveyed expect global gold reserves to rise; 45% plan to expand their own holdings. Supply, on the other hand, is slow to respond. It can take 10 to 15 years from the discovery of a deposit to the start of production. For mining stocks, a higher gold price acts as a profit accelerator: costs change more slowly than the selling price in the short term, causing margins to grow disproportionately. Three stocks offer different investment approaches—Lahontan Gold as a speculative project developer, Agnico Eagle as a producer, and Wheaton Precious Metals as a streaming specialist. We take a closer look at these gold "hot stocks".
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