Commodities
Commented by Matthias Schomber on August 11th, 2026 | 07:00 CEST
Adidas Offers a EUR 200 Rebound Opportunity — Puma Stumbles Briefly Before Sprinting Ahead — Desert Gold Is Poised for a Breakout
Germany's major sportswear manufacturers are each fighting for market share, margins, and consumer and investor attention in an increasingly challenging consumer environment. While the company with the three stripes from Herzogenaurach is currently shining with impressive record sales, its direct neighbour, also based in Herzogenaurach and sporting the leaping big cat, is having to digest painful declines and try to reinvent itself. But beyond these two German sportswear giants lies another intriguing story: that of a still-small but highly ambitious gold explorer in West Africa. The company could be approaching important news regarding the start of production and may also be on the verge of a decisive technical breakout. Investors focusing solely on the battle between the two sportswear giants could therefore miss the potential breakout of this smaller explorer. Join us as we move from Franconian sportswear to the gold deposits of Mali to explore where the opportunities in the market may currently lie.
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Commented by Stefan Feulner on August 10th, 2026 | 07:30 CEST
Curtiss-Wright, Kobo Resources, Galaxy Digital: Despite Billions in AI, Gold Is Back in the Spotlight
Capital is currently flowing at a staggering pace into AI data centers, new power plants, and strategic infrastructure, yet gold remains in demand. Geopolitical risks, high government debt, and the search for real value keep the precious metal in the spotlight. This is creating opportunities in completely different sectors—from a profitable nuclear supplier to a gold explorer on the verge of its first resource estimate, to a former crypto specialist investing billions in AI data centers.
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Commented by Fabian Lorenz on August 10th, 2026 | 07:20 CEST
GOLD RALLY BEGINS! Gold Surpasses USD 4,300! Barrick Mining +16%! Time to Buy First Majestic Silver, Agnico Eagle, and Lahontan Gold?
What a week for gold. Following modest jobs data, fears over interest rates in the US eased noticeably on Friday. This, in turn, fueled the gold price. It rose by USD 100 and ended the week above the USD 4,300 mark. Experts are also bullish. Markus Bußler believes the time has come to take positions in gold and silver producers. For him, it doesn't always have to be Barrick Mining. The investor favourite's shares surged by around 16% last week, while Agnico Eagle gained as much as 22%. Capital markets expert Markus Koch also established a gold position last week and intends to hold it for the longer term. Lahontan Gold delivered positive drilling results. The company's timing could hardly be better, as the new gold rally arrives at exactly the right moment. The company plans to begin gold production next year in the US state of Nevada.
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Commented by Armin Schulz on August 10th, 2026 | 07:15 CEST
New Wave of Liquidity from the Bessent Plan: Should Investors Turn to Vonovia, DRC Gold, and Strategy to Escape Currency Depreciation?
Japan is the largest holder of US Treasury bonds. The yen is currently extremely weak, driving up import prices and putting increasing pressure on Japanese households. Against this backdrop, signs are mounting of a coordinated currency intervention between Washington and Tokyo. Recently, US Treasury Secretary Scott Bessent was reportedly seen with a notepad indicating that the United States could be planning to purchase billions of dollars' worth of yen. Such a move could fuel a new wave of global liquidity, erode the purchasing power of cash, and push investors toward hard assets. The question is whether investors should turn to "concrete gold" (real estate), the yellow metal, or cryptocurrency. We therefore take a closer look at Vonovia, DRC Gold, and Strategy.
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Commented by Fabian Lorenz on August 10th, 2026 | 07:05 CEST
Tungsten Shortage Makes Headlines and Offers 100% Upside Potential: Almonty Industries, Indus Holding, and Lockheed Martin in Focus
China dominates the global tungsten market, and the West is increasingly feeling the consequences. The NZZ warns of a dangerous dependence on critical raw materials, while export controls and a lack of alternative sources are further exacerbating supply issues. This is precisely where Almonty Industries comes in. The company operates tungsten mines in Portugal and South Korea, with another operation in the US expected to come online soon. At the same time, tungsten prices are surging. According to Indus CEO Johannes Schmidt, tungsten carbide prices have roughly tripled since the beginning of the year. Almonty is not the only company benefiting from this development. Indus Holding, an investment company with exposure to the sector, has already raised its full-year guidance twice. The US military buildup is driving additional demand. With ammunition stockpiles running low, the Trump administration is putting pressure on Lockheed Martin and other defence contractors. For investors, the tungsten boom may have only just begun.
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Commented by Nico Popp on August 7th, 2026 | 08:40 CEST
A New Gold Story in the West: How Endeavour Mining and Perseus Mining Are Expanding in West Africa – Could Kobo Resources Be the Next Gold Discovery?
Anyone traveling through West Africa sees a region in the midst of transformation. For years, traditional mining jurisdictions such as Guinea, Ghana, and Burkina Faso dominated gold production, while Côte d'Ivoire remained largely overlooked despite its substantial mineral endowment. That picture is now changing. Reliable infrastructure, an increasingly attractive regulatory framework, and growing investor confidence are drawing fresh capital into the country. As established mining operations seek to replenish their reserves, agile exploration companies are positioning themselves to discover and develop the next generation of gold mines in Côte d'Ivoire. For investors, this evolving landscape is creating compelling new opportunities.
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Commented by Stefan Bode on August 7th, 2026 | 08:35 CEST
Record Profits and Plunging Share Prices: Opportunities in Tech, Energy, and Gold Stocks – Infineon, Siemens Energy and Lahontan Gold
The stock market currently presents a paradoxical picture: while megatrends such as artificial intelligence and growing energy demand are driving record fundamentals, investors often react with unexpected sell-offs. At the same time, the precious metals sector stands out as a lucrative investment alternative thanks to geopolitical factors and new resource discoveries. This report analyzes three exciting stocks that, despite short-term market corrections, hold enormous potential for investors due to strong data and strategic growth.
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Commented by Matthias Schomber on August 7th, 2026 | 08:30 CEST
Deutsche Telekom, Deutsche Bank & Power Metallic Mines: Solid Cash Flows, a Stock Rally, and a 200% Opportunity
The DAX heavyweights are currently shining with strong quarterly results. In Canada, a highly exciting commodities story is taking shape. Deutsche Telekom is impressing with accelerated growth and elevated cash flow targets. Thanks to stellar investment banking results, Deutsche Bank is poised for a significant revaluation. The exploration company Power Metallic Mines is making waves in Quebec with exceptional polymetallic discoveries. Can this small-cap commodities stock outshine the German corporate giants in terms of returns? We take a closer look at the key metrics, the latest corporate news, and the current chart patterns.
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Commented by Armin Schulz on August 6th, 2026 | 07:35 CEST
BHP Group, Strategic Resources, and Freeport McMoRan: AI and Robotics Are Triggering a Commodity Supercycle
Commodity markets are on the verge of a supercycle. The rapid expansion of digital infrastructure, from AI data centers to robotics, is driving demand for a wide variety of commodities to new heights. As soon as production becomes more efficient, sufficient materials will be needed. Copper, the backbone of electrification, is a prime example of the looming supply shortage. Overall, the combination of growing demand and only gradual expansion of mining operations is the perfect breeding ground for a sustained rise in commodity prices. This price surge will ultimately have a positive impact on the balance sheets of commodity companies. Three companies that stand to benefit from this trend are BHP Group, Strategic Resources, and Freeport McMoRan.
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Commented by Matthias Schomber on August 6th, 2026 | 07:30 CEST
Billions Lost at BioNTech, TeamViewer Hopes for a Turnaround, and Lahontan Gold Poised for a Breakout?
Welcome to today's market update, featuring three companies at very different stages of their development. On one side is Mainz-based flagship company BioNTech, which, following the COVID-19 boom, is now grappling with a sharp decline in earnings and the painful departure of its prominent founders. Meanwhile, software developer TeamViewer is working to regain investor confidence through a comprehensive strategic transformation that is beginning to show early signs of progress. At the same time, while uncertainty continues to surround these well-known technology and healthcare companies, a much smaller resource company may be on the verge of a significant move. Lahontan Gold has reported highly encouraging drilling results and could soon be approaching a technical breakout. Let's take a closer look at these three companies to identify where the most compelling investment opportunities may lie. Read on for the full analysis.
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