Gold
Commented by Nico Popp on July 15th, 2025 | 07:10 CEST
A turning point for gold? Where the biggest leverage lies – Barrick Mining, Commerzbank, and Desert Gold
The situation on the capital markets is coming to a head! After Bitcoin surged from one high to the next over the weekend, the price of gold is also stabilizing. Then, early Monday morning, came the bombshell: US President Donald Trump may now supply Ukraine with long-range missiles and offensive weapons. The backdrop to this is Russia's delay tactics in the negotiations. While defense stocks are rising, the air is getting thinner for other sectors. We explain which gold investments can give investors peace of mind - and still deliver returns when it matters most!
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Commented by André Will-Laudien on July 14th, 2025 | 07:05 CEST
Stock market correction? Gold target raised to USD 4,500 – Barrick, Sranan Gold, Rheinmetall, and Strategy
The time seems ripe for new positions. While the major indices DAX-40 and NASDAQ recently reached new highs, gold, silver, and Bitcoin are about to open entirely new chapters. At over USD 38.50, silver recently hit a 14-year high, and chart analysis now indicates a breakout. Bitcoin, often referred to as digital gold, also hit new highs with prices above USD 118,000. Arguments such as war, debt and inflation are causing investors to flee to safe havens. In the equity sector, defense and high-tech stocks with AI exposure are among this year's best performers. Investors should slowly start to slow down here, as the risk of a correction is increasing. Those investing in gold should consider adding stocks like Barrick Mining and First Majestic Silver to their portfolio, but Sranan Gold is an absolute buy. We are becoming increasingly skeptical about Rheinmetall, as the momentum has run out! We can help you restructure your portfolio.
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Commented by Armin Schulz on July 14th, 2025 | 07:00 CEST
Capitalizing on the central bank gold rush: Barrick Mining's production, Dryden Gold's exploration, and Deutsche Bank's interest rate concerns
Gold is once again shining as a strategic anchor in turbulent times. Global central banks, especially those in emerging markets, are massively expanding their reserves, driven by geopolitical risks, currency diversification, and inflation concerns. At the same time, central banks like the ECB are lowering interest rates, which on the one hand offers banks cheaper refinancing, but on the other hand squeezes margins and increases credit risks. This dynamic mix of a gold rush, monetary policy shift, and inflationary pressure is forcing financial players to rethink their strategies. In this context, we take a look at two gold companies, Barrick Mining and Dryden Gold, and analyze the current outlook for Deutsche Bank.
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Commented by André Will-Laudien on July 9th, 2025 | 07:25 CEST
1,000 tanks for NATO - another 150% with armaments and gold? Rheinmetall, Dryden Gold, Hensoldt, and RENK in focus
The news hit like a bombshell. NATO plans to deploy up to 1,000 modern main battle tanks along its eastern flank. Amid growing tensions with Russia and against the backdrop of the ongoing war in Ukraine, the defense alliance is sending a clear signal of deterrence. The plan is part of a comprehensive rearmament program to strengthen what is called "Forward Defense." Germany, Poland, and other Eastern European member states, in particular, are set to serve as logistical and operational hubs. It is not just about tanks; ammunition, spare parts, and maintenance infrastructure are also to be built up on a large scale. In addition, the defense sector will see investments of over EUR 1 trillion over the next decade. Reason enough for the next price explosion at Rheinmetall and Co. Security is also likely to be the reason for the impressive gold rally since the beginning of the year. Where will it end?
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Commented by Stefan Feulner on July 8th, 2025 | 07:10 CEST
Gold and defense stocks on trend – Alamos Gold, AJN Resources, Lockheed Martin
Increasing geopolitical conflicts and escalating wars in Ukraine and the Middle East, coupled with global trade policies that are increasingly lacking a clear strategy - we are currently living in the most uncertain times in decades. Even though stock indices around the world are still moving from one all-time high to the next, caution is advised. The beneficiaries, on the other hand, are clear. In addition to a booming defense industry fueled by the current era of rearmament, gold is once again asserting its role as a safe haven.
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Commented by Armin Schulz on July 7th, 2025 | 07:10 CEST
RENK, Globex Mining, BYD: The raw materials gap – A threat to defense and e-mobility, An opportunity for miners
Global industry is facing a turning point. While defense giants like RENK are experiencing record demand yet continue to face investor skepticism, and electric vehicle leader BYD grapples with market saturation, raw materials are redefining the competitive landscape. Raw materials such as tungsten, antimony, and rare earths are essential for high-tech industries. Globex Mining is directly benefiting from this shortage of strategic metals – an effect that is permeating supply chains, from tank manufacturing to electric vehicle production. The diverging paths of these three players underscore the importance of supply security in determining success. An analysis of the current status of RENK, Globex Mining, and BYD reveals the strategic levers for future value creation.
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Commented by André Will-Laudien on July 7th, 2025 | 07:00 CEST
The gold hammer! Goldman Sachs predicts USD 4,500 – Barrick, Desert Gold, Rheinmetall, and thyssenkrupp
The highest current estimate by investment banks for the price of gold is USD 4,500 per ounce by the end of 2025. This is the extreme scenario from Goldman Sachs, which could materialize in the event of a severe recession or major geopolitical escalation. In addition to the ever-present war scenarios, the economic outlook in the US also remains a source of uncertainty. The prospect of persistently high interest rates is fueling inflation concerns, with many wealthy investors pulling out of the dollar and increasingly turning to gold. This is also because US fiscal policy is perceived as increasingly chaotic. Additional tariffs are pushing the budget deficit even higher, creating an environment in which tangible assets are becoming more attractive. The increased demand for gold from institutional investors, funds, and central banks sends a clear message: the precious metals sector is on the verge of a new upswing.
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Commented by Armin Schulz on July 3rd, 2025 | 07:20 CEST
Desert Gold's ingenious move: How the untapped gold anomaly and upcoming PEA could significantly enhance your portfolio
What if there were a vast, largely unexplored area right next to some of West Africa's most productive gold mines? And what if strong gold traces had already been found on surface, but no drill had ever been set up there? Desert Gold Ventures is now seizing this opportunity with the Tiegba Project in Ivory Coast. The deal is more than just a new exploration field. It is a strategically astute move with the potential to fundamentally transform the Company. Investors looking for exceptional opportunities in the commodities sector would be well advised to take a closer look.
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Commented by Nico Popp on July 2nd, 2025 | 07:05 CEST
Is there a credit crunch coming? Alarm signals in the SME sector: Deutsche Bank, Commerzbank, Globex Mining
German SMEs are under pressure, struggling with the weight of the economic crisis, regulations and requirements, as well as increasingly poor financing conditions. According to Creditreform, German SMEs currently have little confidence in Germany as a business location. This mistrust is supported by a growing number of payment defaults. 11.2% of companies surveyed by Creditreform recently reported bad debt losses exceeding 1% of their turnover. Resourceful investors are already taking precautions.
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Commented by Armin Schulz on June 30th, 2025 | 07:05 CEST
Gold on track for a new all-time high: How to profit with Barrick Mining, AJN Resources, and Newmont
Gold is heading inexorably toward new records in 2025, driven by geopolitical crises, fluctuating currencies, and nervous markets. Following a rapid start to the year, the price surged to historic highs, driven by substantial demand from investors and central banks. Interestingly, Asian private investors, in particular, have jumped on the gold bandwagon. If Asian "gold bugs" are now also on board, their purchasing power could support the market. Experts predict further increases, potentially reaching USD 3,956, especially with the strong season just beginning. Anyone looking to profit from this dynamic rally should keep an eye on these three companies: Barrick Mining, AJN Resources, and Newmont.
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