Gold
Commented by André Will-Laudien on December 6th, 2021 | 12:36 CET
Standard Lithium, Triumph Gold, American Lithium, Alpha Lithium - Is lithium the new gold?
The last quarter of 2021 is clearly dominated by the star "lithium". In the fall of 2020, all battery metals exploded after Tesla's Battery Day; this year, the political shifts towards red-green ignited the rocket for the "climate protection hype", at least in Central Europe. Gold took a back seat in this techno-hype because no one needed to hedge in this environment. However, this is surprising since the ECB announced a record inflation rate of plus 5.2%. We take a look at a selection of gold-modified stocks.
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Commented by Carsten Mainitz on December 3rd, 2021 | 13:41 CET
Desert Gold, Barrick, First Majestic - Countercyclical opportunities!
The drop of the gold price below USD 1,800 opens up first-class countercyclical investment opportunities for long-term investors. The high inflation worldwide and the low-interest rate policy speak for precious metals as inflation protection and crisis currency. High-quality gold shares have historically outperformed the underlying over longer periods. Who will be ahead in 2022?
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Commented by André Will-Laudien on December 2nd, 2021 | 14:04 CET
TUI, Lufthansa, Alerio Gold, Carnival - This winter travel will not be golden!
The upward movement at the stock exchanges is very advanced because the higher valuation of the shares is continuously alimented by cheap money from the central banks. But now, the statistics show real inflationary pushes; for Europe, the inflation on an annual basis amounted to +4.4% in October. It is generally known that these rates do not correspond very closely to reality due to their hedonic measurement method; the actual price markup in the relevant goods is probably already beyond the 6% mark. Based on these dynamics, FED observers assume that the US central bank could double the pace of the current tapering so that bond purchases could end as early as March. That would probably have the first contractionary effects. What about gold and travel in this environment?
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Commented by Stefan Feulner on December 2nd, 2021 | 12:11 CET
Steinhoff, Triumph Gold, JinkoSolar - On a knife-edge
The DAX was on the verge of falling below the 15,000 point mark, which had been successfully tested several times, and the nerves of traders and asset managers were put to the test concerning an impending sell-off in the leading index. Then the market turned around, and the chart picture brightened considerably. Chances for a conciliatory end of the year are still there, partly because on the part of science, at least a little confidence was spread concerning the omicron variant.
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Commented by Armin Schulz on December 1st, 2021 | 13:17 CET
Nordex, MAS Gold, Deutsche Telekom - Should you invest now?
Is the year-end rally starting now, or is the next lockdown coming for Germany? The Federal Constitutional Court ruled on Tuesday that the federal emergency brake was legal, and thus the politicians get much more leeway. Not only the current Corona situation but also the new mutant Omicron is causing worry lines. According to a report from Tuesday, according to Tagesschau, there are currently 42 Omicron cases in 10 EU countries. Whether the current vaccine is also effective against the new variant has not yet been conclusively clarified. It will be interesting to see how the new traffic light government will proceed. In addition to Corona, investors should keep an eye on inflation, which has risen steadily of late.
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Commented by Armin Schulz on November 29th, 2021 | 11:36 CET
MorphoSys, Osino Resources, Bayer - Profits through takeovers
The world's most expensive takeover occurred in Germany when the Vodafone Group acquired the Mannesmann Group for EUR 190 billion in 2000. Initially, Vodafone offered only EUR 100 billion. When a company wants to take over a listed company, it must make a public offer to shareholders. At this point, the buying party is usually already the major shareholder in the takeover target. As a rule, these offers are significantly higher than the current share price in order to make the deal palatable to the shareholders. Payment is made in cash, in shares of the acquiring Company or with a mix of both. Today, we look at three companies that are the subject of takeover rumors.
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Commented by Carsten Mainitz on November 26th, 2021 | 14:06 CET
MAS Gold, K+S, Klöckner & Co. - For fans of real assets!
Inflation has certainly not yet reached its peak. The scenario of only a short phase of major losses in purchasing power - according to the position of the central banks - must be doubted anyway. Therefore, forward-looking investors should invest in tangible assets such as stocks, bonds or commodities. Anyone thinking of building up or expanding a commodities portfolio should take a closer look at the following stocks. Who is winning the race?
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Commented by Armin Schulz on November 24th, 2021 | 13:05 CET
Gazprom, Tembo Gold, Nvidia - Inflation and rare goods
Inflation has jumped not only in the USA but also in Germany. With an inflation rate of 4.5% in October, we now have the highest value in Germany in almost three decades. One driver of monetary devaluation is the cost of energy, which has become significantly more expensive, especially in the past year. While the oil price was still in negative territory at the beginning of the pandemic, it was recently quoted above USD 80. The chip shortage can be observed in the automotive industry, but graphics cards are also rare and are traded at a significant premium to the recommended retail price. Graphics cards are used for mining cryptocurrencies. It seems that bitcoin is increasingly becoming a value protection asset and competes with gold, the number one inflation protection.
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Commented by Nico Popp on November 22nd, 2021 | 12:50 CET
Amazon, Desert Gold, Deutsche Telekom: First movers are rewarded
Is it Christmas again? History is currently repeating itself: incidences are rising, Austria is going into lockdown, and German investors are gearing up for a form of contemplation that no one had expected after the vaccination successes in the summer. But life with a home office and delivery services also has advantages for passionate investors: There is plenty of time to take care of one's finances. Investors can profit since the market does not yet attach much importance to the dangers of inflation and the major central banks' ignorance of inflation. We present three stocks for long home office days.
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Commented by Armin Schulz on November 22nd, 2021 | 11:45 CET
Alibaba, Troilus Gold, Secunet Security Networks - New highs after setbacks?
Inflation is growing. There are supply chain problems, and also, the Corona numbers are rising in many countries. Surprisingly, almost all indices are trading near their highs. Of course, this is not true for some stocks, as there are always companies that fail to meet analysts' lofty expectations. In these cases, the price of the shares often fall. Another possibility is capital increases, which dilute investors' shares and thus cause a setback. Such opportunities are sometimes favorable to find an entry into a stock. In this regard, we analyze three companies today.
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