Gold
Commented by Mario Hose on March 19th, 2026 | 07:30 CET
Quantum Computers, AI Power, and the Gold Rush: A Closer Look at D-Wave, Super Micro, and Lahontan Gold
On one hand, we are chasing the tiniest particles of the quantum world and building massive data centers for artificial intelligence, which is fundamentally transforming our lives. On the other hand, in uncertain times, we are turning once again to humanity's oldest promise: the glittering gold deep within the earth. In this report, we take a close look at three companies, each of which is "on the move" in one of these fields and yet together can define a portfolio of the future. We accompany D-Wave Quantum as it attempts to push the boundaries of logic. We look over Super Micro Computer's shoulder as it builds the physical backbone of the AI revolution. And finally, we arrive at Lahontan Gold, where an impressive blend of fresh capital and state-of-the-art drilling technology is being used to "bring old gold treasures back to life." Read on, because this mix of high-tech and commodity power could be exactly what is missing from a promising portfolio.
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Commented by Armin Schulz on March 19th, 2026 | 07:25 CET
Why are Investors Overlooking Power Metallic Mines while Billionaires like Friedland, McEwen and Rinehart are Buying in?
16.55 meters at 10.08% copper, with 98.9% laboratory recovery. A shareholder roster that reads like a who's who of the global mining industry. By all accounts, a re-rating of Power Metallic should have occurred long ago. But it has not. The stock price is still languishing, while the company continues to deliver high-grade drill results in Québec. What explains this disconnect - and how much longer can it persist?
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Commented by Nico Popp on March 18th, 2026 | 07:35 CET
Consolidation in the Gold Sector: Solid Returns with Newmont and Barrick – Top Opportunity Lahontan Gold
The gold market has entered a new phase in recent months. With gold prices stabilizing above the USD 5,000 per ounce mark and occasionally reaching peaks of up to USD 6,300, the environment for commodity investments has fundamentally changed. Top-tier jurisdictions have become an absolute necessity for investors and mining companies alike, especially given the current geopolitical landscape. Nevada, which has taken the top spot globally in the Fraser Institute's Investment Attractiveness Index, is considered the premier destination for investors. While Newmont and Barrick Mining dominate operational production by volume through their Nevada Gold Mines joint venture, Lahontan Gold is increasingly coming into focus amid a wave of consolidation. As established mining operators face declining ore grades, Lahontan offers an ideal combination of infrastructure maturity and exploration leverage with its Santa Fe project. A closer look at the business models shows how these companies are positioning themselves to benefit from the current market cycle.
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Commented by Fabian Lorenz on March 18th, 2026 | 07:10 CET
Gold at USD 10,000? Analysts See Over 500% Upside Potential for Desert Gold
Will we see the price of gold reaching USD 10,000 per ounce in a few years? After JPMorgan CEO Jamie Dimon caused a stir last year with such a forecast, other prominent experts are now following suit. Among others, Ed Yardeni, President of Yardeni Research, Peter Schiff, Chief Strategist at Euro Pacific Asset Management, and Jefferies strategist Chris Wood also believe five-figure prices for the precious metal are possible in the coming years. Gold thus continues to promise investors glittering returns. Desert Gold could become a top performer in your portfolio as early as this year. Analysts see over 500% upside potential.
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Commented by André Will-Laudien on March 16th, 2026 | 07:30 CET
Is Gold Headed for USD 10,000 as a Survival Strategy? Caution Advised for TUI, Lufthansa, DRC Gold, and Porsche
What do Ed Yardeni, Chris Wood, and Thomas Kaplan have in common? In recent months, all three have mentioned a USD 10,000 price target for gold. Mr. Yardeni, founder of Yardeni Research, sees a global debasement of currencies and believes this target could be reached between 2028 and 2029. Chris Wood, Global Head of Equity Strategy at the research firm Jefferies, considers a five-digit valuation for the yellow metal possible within about five years. His reasoning includes a structural bull market, geopolitical uncertainty, and increasing central bank purchases. Finally, Thomas Kaplan of the Electrum Group also regards this target as realistic if gold is rediscovered as a monetary reserve. All of these arguments are understandable, though whether such a scenario will actually materialize remains uncertain. However, many of the factors cited are already evident today. We therefore look beyond the immediate horizon, broadening our view to include tourism and luxury goods - sectors that currently stand somewhat in the shadow of surging gold prices, yet remain no less interesting.
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Commented by Mario Hose on March 16th, 2026 | 06:55 CET
The Commodities Bet for 2026: Why Desert Gold Ventures Could Outperform Barrick Mining and How K+S is Benefiting from the Iran War
In the spring of 2026, the gold market is in a phase of extreme volatility that sends shivers down the spines of traders. Following a spectacular all-time high of over USD 5,400 per troy ounce in January, gold is now trading sideways in a volatile range of roughly USD 5,000–5,200. Investors are watching intently the players who extract this precious metal from the earth. At the centre of this is the exciting question of whether "smaller companies" like Desert Gold Ventures will outpace the sluggish giant producers. While Barrick Mining struggles with an unprecedented cost spiral, Desert Gold Ventures is already poised in Mali for its first production. This picture is complemented by a strategic look at K+S, which is currently benefiting from the war in Iran, as 30% of fertilizers pass through the Strait of Hormuz. Who is betting on the right commodity stocks now and will profit from them in 2026?
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Commented by André Will-Laudien on March 13th, 2026 | 08:35 CET
Bull market or bear market? Not all that glitters is gold! Evotec, TeamViewer, and Lahontan Gold under review
With volatility at current levels, investors are looking for stable stocks. That is not easy, because on days when oil prices start the morning with a USD 35 premium, stocks are sometimes sold off in a panic. This is a paradise for traders, an opportunity for long-term investors, and a costly mistake for the nervous. This is how modern stock markets operate: AI-driven trading algorithms anticipate possible scenarios based on volatility patterns and reshape order books within milliseconds. For private investors, the key is to keep their nerve and separate the wheat from the chaff. We take a closer look at Evotec, TeamViewer, and Lahontan Gold. Because where there is light, there is also shadow.
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Commented by Carsten Mainitz on March 12th, 2026 | 07:45 CET
Underestimated prospects in the precious metals sector: Lahontan Gold, Barrick Mining, and First Majestic Silver are the favorites
Market volatility has skyrocketed in the wake of new global armed conflicts. This trend is evident across all asset classes. Investors are currently focusing on the price of oil and the question of what impact high prices will have on the real economy. In contrast, precious metal prices are proving to be very robust. With gold trading above USD 5,000 and silver above USD 80, record margins are on the cards for producers such as Barrick and First Majestic, despite rising costs. An investment in exploration company Lahontan Gold, which plans to start production in 2027, appears even more lucrative.
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Commented by André Will-Laudien on March 11th, 2026 | 07:25 CET
Iran, Israel, USA – Investors turn to gold! Buying opportunities for Desert Gold, Barrick Mining, TUI, and Lufthansa
The daily news is not easy to stomach. Wars, conflicts, and human tragedies – who still thinks about traveling at times like these? Or is now precisely the time when people want to switch off and escape for a while? For years, investors have had to live with geopolitical uncertainty. So far, however, this has had little impact on equities, as there are always sectors that receive particular attention in such environments. Gold and silver have weathered the inflation surges since the COVID-19 pandemic remarkably well, while the tourism sector has been more of a roller coaster ride with several loops along the way. But what has worked in recent years is now back on the agenda: buy when the cannons thunder! It may sound lacking in empathy, yet it has consistently increased the wealth of those who accept the world as it is. We once again take a look at gold and the travel sector and prepare for another turbulent ride.
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Commented by Nico Popp on March 9th, 2026 | 07:50 CET
Africa's hardest currency: New perspectives from Barrick Mining, Compass Gold, and Desert Gold
A noticeable shift is currently taking place in African mining, as mineral resources are increasingly being viewed as the continent's hardest currency. This trend was highlighted at the African Mining Indaba in Cape Town in February, where the concept of a "Bank of African Settlements" was discussed. The stated goal of this initiative is to establish mineral resources as bankable assets to reduce dependence on volatile fiat currencies such as the US dollar. For many African nations, this is a direct response to the harsh reality that some local currencies have depreciated by as much as 900% against the US dollar over the past two decades. At the same time, market data supports this trend, with foreign central banks' gold reserves exceeding their holdings of US government bonds for the first time since 1996. Combined with growing efforts toward political self-determination and the expansion of reliable infrastructure, this shift is opening up attractive opportunities for investors. In this environment, industry heavyweight Barrick Mining is consolidating its industrial base in Mali, while emerging explorers such as Compass Gold and Desert Gold are actively searching for new deposits.
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