Gold
Commented by Stefan Feulner on October 11th, 2023 | 09:10 CEST
Hensoldt, Globex Mining, Siemens Energy - The wind is turning
While major global stock indices took a beating following the intensified conflict between Israel and the Palestinian Islamist group Hamas, precious metals markets once again lived up to their reputation as a safe haven. After both gold and silver experienced a sharper correction in recent months, this event could be the starting signal for the next upward momentum.
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Commented by Stefan Feulner on October 9th, 2023 | 07:10 CEST
Infineon, Manuka Resources, BYD - Analysts see significant potential
The reporting season for the third quarter of fiscal year 2023 is approaching and could herald a year-end rally on the stock markets despite challenging conditions with increasing geopolitical tensions and persistently high inflation. In recent days, companies have expressed optimism concerning the future course of business.
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Commented by André Will-Laudien on October 5th, 2023 | 08:50 CEST
Hydrogen - further caution. Gold - strong buy! Nel, Plug and Nucera in the sell-off, consider increasing Globex Mining!
The year 2023 will go down in the history books as the anti-bull market for hydrogen stocks. Because of political declarations of intent, they were the most sought-after stocks on the stock market in 2019 and 2021. However, instead of public and private initiatives, hydrogen is becoming a specialized solution. Electrolysis, which is costly, makes sense where there is enough green energy and surplus available from the grid. In Europe, however, there is more of an energy problem, and expensive hydrogen cannot offer economic solutions. Investors are therefore rethinking and selling the still costly stocks. Mining and mining stocks have also fallen in 2023, but gold and strategic metals have an undeniable demand. Taking a look at Globex Mining could be worthwhile at this point. Here are some ideas for the active investor.
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Commented by André Will-Laudien on September 28th, 2023 | 08:05 CEST
Attention: Extended correction - Buy the right stocks now! Bayer, Viva Gold, TUI, and BASF are on the list!
Higher inflation and rising interest rates - this connection should be clear to investors. The interest rate level in Germany has moved from negative territory to 2.77% in the 10-year range, but stocks continued to rise cheerfully. The party led to all-time highs of 16,528 points in July, but the fundamental situation of the companies deteriorated in parallel. Only after repeated warnings from the US Federal Reserve did the explosive NASDAQ also enter a correction. And it continues. Yesterday, the CEO of US investment bank JPMorgan, Dimon, warned that the world may not be prepared for 7% capital market interest rates. He and Dr. Jens Erhardt, the CEO of the asset management company DJE, warn of stronger setbacks on the stock markets. Some stocks have already undergone a strong correction. Here is a brief overview.
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Commented by Nico Popp on September 26th, 2023 | 07:20 CEST
Dry spell despite the Housing Summit? New safe havens ahead! Aroundtown, Vonovia, Globex Mining
Shares in real estate companies are once again on the rise. The reason: the interest rate break is here, and with it, the hope of falling capital costs. At the same time, industry representatives and the German government are struggling to find solutions at the Housing Summit. We shed light on the current situation in the real estate market, explain why politicians' promises are of little use and highlight alternatives in an industry that is currently in vogue for several reasons.
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Commented by André Will-Laudien on September 25th, 2023 | 08:35 CEST
Make a return instead of sitting on the sidelines! Nel ASA, Desert Gold or Nikola Motors - Who belongs on the buy list?
Despite the bull market, the hydrogen sector is feeling the global investment slump, not to mention precious metals. Once again, the US Federal Reserve has issued warnings on the inflation front, but this time, after 11 consecutive hikes, it has not turned the interest rate screw. The refinancing rate remains at 5.5%, but the accompanying wording has greatly unsettled the markets. Capital market rates shot up, reaching a whopping 4.55% for 30-year US Treasury bonds - the highest level in 10 years. We take a look at values that have fallen sharply. Where can adequate yields be expected?
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Commented by Stefan Feulner on September 20th, 2023 | 07:40 CEST
TUI, Desert Gold, Rheinmetall - Is the next upward wave coming?
Today is the day! Once again, the Federal Reserve Bank will tip the scales. Is there another interest rate hike, or, as the consensus expects, will the US central bank pause until further notice? In addition to the actual interest rate step, the markets also react to the statements of the FED members, in which direction they tend in the coming months. Many anticipate an end to the strict monetary policy and see the high interest rate level wavering due to the increased risks of a recession.
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Commented by Nico Popp on September 19th, 2023 | 08:25 CEST
Interest rates at a high - What to consider now: Deutsche Bank, Vonovia, Viva Gold
The European Central Bank (ECB) recently raised interest rates by 25 basis points. For many market observers, this could mean that the benchmark interest rate within the Eurozone has reached its peak. In the US, the signs also point to a pause in interest rates. Here, we explain what this means for various asset classes and how investors should navigate the high-interest rate environment. Additionally, we will explore an interest-free alternative that has its merits for various reasons.
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Commented by Armin Schulz on September 18th, 2023 | 07:40 CEST
Deutsche Bank, Globex Mining, Vonovia - What are the consequences of the ECB's latest interest rate hike?
After a long period of zero interest rate policy, the ECB is stepping up the fight against inflation and last week raised interest rates for the 10th time in a row. The effects are very different. For banks, on the one hand, profit may increase via higher interest rates, but it may also decrease if fewer loans can be made. For commodities, the rise in interest rates in Europe could lead to a stronger US dollar. However, this is rather unlikely, as interest rates in the US are still higher. For the real estate sector, rising interest rates are poison. Loans are becoming more expensive, and thus, demand for real estate is falling. Today, we look at one company from each sector.
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Commented by Stefan Feulner on September 13th, 2023 | 09:55 CEST
Cannabis stocks on a high - Aurora Cannabis, Viva Gold, Canopy Growth
The exorbitant price jumps in the cannabis sector are reminiscent of the golden bull market days between 2015 and 2018. Back then, companies like Canopy Growth saw staggering increases of 5800%, and Aurora Cannabis soared over 6000%. After a years-long dry spell, various companies recently sent strong signs of life with a doubling of the share price within a few days. Additionally, the upward momentum promises to be sustainable as Aurora & Co. slowly move towards profitability.
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