Gold
Commented by Carsten Mainitz on February 10th, 2022 | 13:40 CET
Alerio Gold, Aixtron, Siltronic - The signs point to growth!
The US Federal Reserve (Fed) has for some time begun to scale back bond purchases massively and will raise the key interest rate at its next meeting in March. Semiconductor manufacturers have indicated that the chip shortage will level off over the course of the year. How will these developments affect commodity prices and cryptocurrencies?
Read
Commented by André Will-Laudien on February 10th, 2022 | 10:32 CET
The 100% interest winners: Allianz, Commerzbank, Deutsche Bank, MAS Gold - The precious metals are coming!
For a long time, the Bund Future had been able to hold well above 170. The 10-year Bund contract even reached prices above 178 points at its peak. Since mid-December 2021, however, the tide has turned. The German 10-year yield literally exploded from -0.30 to +0.27%. Some observers will say, "Nothing much has happened!" Wrong - the time of negative yields is history. Long-term mortgage rates also rose by a full 70 basis points during the same period. This marks the end of the phase of ultra-low interest rates, and it also puts real estate financing in an entirely new light. And the accompanying high inflation has many investors looking to precious metals - they are seen as a hedge against inflation. Which stocks are winning in this environment?
Read
Commented by Stefan Feulner on February 9th, 2022 | 12:20 CET
BioNTech, Barsele Minerals, Pfizer - Markets facing a turnaround
The vaccination pace in Germany continues to decline. According to experts, the Omicron variant could be the end of the pandemic and the change to an endemic. Is this why we have already seen the highs in vaccine manufacturers? With the FED's plan to raise interest rates in several steps, technology stocks corrected sharply, while new life was breathed into shares from the financial services sector. Companies in the gold sector should also be in strong demand over the long term because one thing is certain, even if the pandemic goes away, government debt will remain.
Read
Commented by André Will-Laudien on February 8th, 2022 | 13:59 CET
Meta Platforms, PayPal, Triumph Gold - The turnaround is coming in really hard!
Never before in stock market history have there been several billion-dollar corrections in technology companies in succession without the NASDAQ collapsing significantly. After the halving of Netflix, it now catches two other showpieces of the NDX, namely Meta Platforms (ex-Facebook) and PayPal. Last week, after the announcement of their figures, they experienced a severe sell-off of almost 30% each. In total, assets of over USD 300 billion were incinerated. A former bank executive would probably no longer call that peanuts, especially since the Lehman crisis in 2008 triggered a veritable conflagration because of skewed loans worth more than USD 400 billion. But today, everything is different. After this sell-off, who can soon rise again?
Read
Commented by Nico Popp on February 7th, 2022 | 13:22 CET
Meta, Desert Gold, Amazon: Of good and bad growth
Growth companies are out - at least, that is what many stock market commentators are saying these days. But can one of the most important drivers of high returns on the stock market ever lose its appeal? We explain what is meant by the saying around growth companies and show where there are still growth opportunities today.
Read
Commented by Armin Schulz on February 4th, 2022 | 13:56 CET
Infineon, MAS Gold, E.ON - Inflation and supply bottlenecks cause rising prices
According to the Federal Statistical Office, inflation in Germany was 4.9% in January. Experts had expected only 4.4%. Inflation rates were particularly high for energy prices. According to ECB President Lagarde, an interest rate increase is not currently under discussion. However, since Lagarde had already miscalculated the inflation rate, there are more and more voices saying that the ECB will have to raise interest rates after all. The Fed has already hinted at an interest rate hike in March. In addition to inflation, supply bottlenecks are causing prices to rise. The automotive industry still has too few chips to ramp up production again. Today, we look at three companies benefiting from the circumstances.
Read
Commented by Nico Popp on February 4th, 2022 | 13:09 CET
Varta, Triumph Gold, Barrick Gold: Interest rate turnaround? That's what Goldman Sachs says!
Interest rates are rising - at least in the US, at least a little bit. But the market has turned signals of normalcy into warning signals. Rising interest rates could stall the recovery, and in general, rising rates would be poison for the stock market, which would become less attractive relative to interest-bearing securities. Here is why this argument is flawed, what Goldman Sachs has to say about it, and which stocks might benefit.
Read
Commented by Carsten Mainitz on February 3rd, 2022 | 14:02 CET
Barrick Gold, Desert Gold, K+S - The big picture is right!
Does inflation hurt the stock markets? The answer is: it depends. It depends on how high it is and how long it lasts. Likewise, industries and consumers are affected quite differently. Interest rate levels also play an important role. What has been shown in the past - gold performs well during periods of high inflation. Agricultural commodities are also predicted to have a dazzling future.
Read
Commented by Nico Popp on February 3rd, 2022 | 12:30 CET
NEL, Tembo Gold, Newmont: Comeback shares or save yourself?
The stock market is currently proving capricious: what was hot yesterday is already out again today. But there are good reasons to see opportunities in fallen angels. We take a closer look at some stocks that are not doing so well at the moment and analyze their comeback potential.
Read
Commented by Fabian Lorenz on February 3rd, 2022 | 10:56 CET
Barrick Gold, Standard Lithium, Alerio Gold: Commodity stocks after the crash
Lithium and gold stocks have little in common at first glance. The lithium sector has undergone a severe correction in recent weeks. Albemarle, for example, has lost around 30% in value. In the case of the 2021 investor darling, Standard Lithium, it was almost 50%. What lasted only a few weeks in the case of lithium has dragged on for months in the case of gold shares. Again, industry heavyweights like Barrick Gold and young producers like Alerio Gold are trading well below their highs. And this brings us to the common thread. Both lithium and gold stocks appear ripe for a rebound. The lithium price is trading near all-time highs, and gold is trading back above USD 1,800. In addition, Barrick has released top numbers. Alerio Gold and Standard Lithium are also worth a closer look.
Read