Inflation
Commented by Fabian Lorenz on March 23rd, 2023 | 08:00 CET
Gold to USD 3,000? Barrick Gold and Desert Gold profit. What is going on at Vonovia?
Will the price of gold rise to USD 3,000 per ounce before the end of the year? That is what investment professional Leigh Goehring thinks is possible. He is a managing director at Goehring & Rozencwajg, manages a commodity fund, among other things, and expects a "decade of inflation." If the forecast comes true, gold stocks will at least be an attractive portfolio addition. In addition to industry heavyweights like Barrick Gold, explorers can be worthwhile as leverage to the gold price. One such explorer is Desert Gold. The share of the Canadian company reacted yesterday with a price jump of over 10% to a project update. In contrast, the outlook for "concrete gold" remains challenging. Vonovia, for example, was once again downgraded by analysts despite the significant share price losses of recent months. At the same time, there are also positive comments.
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Commented by Nico Popp on March 16th, 2023 | 11:57 CET
Interest roller coaster! This is how you profit! K+S, Saturn Oil + Gas, Deutsche Telekom
Interest rates will remain high for longer - that was the expectation last week. After two bank failures, interest rate expectations have recently collapsed. Some investors in the USA are expecting the first interest rate cuts as early as June. Whether these scenarios are set in stone and what they mean for investors - we provide an analysis using three stocks as examples.
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Commented by Armin Schulz on February 15th, 2023 | 12:07 CET
Barrick Gold, Desert Gold, Endeavour Mining - Is the gold price getting wings?
On Valentine's Day, all eyes were on the US inflation rate for January. The inflation rate in the US was 6.4%, 0.1% better than in December. However, analysts had expected only 6.2%. That is because gold is sensitive to interest rates. This scenario was well observed last year when the gold price was pushed down as interest rates rose. Now, with signs of a decline in inflation, the gold price was able to rise to almost USD 1,960 by the beginning of February. It remains to be seen how the FED will react to the new numbers. We look at three gold companies today.
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Commented by André Will-Laudien on October 10th, 2022 | 13:33 CEST
High voltage is the order of the day here: Rheinmetall, Hensoldt, Kleos Space, and Kion under power!
In the current environment, good advice is expensive. Some fundamental analyses provide the most favorable valuation parameters in 5 years, while at the same time, the depressive environment is causing one major sell-off after another. Not even a year ago, equities were even considered "no alternative" by banks and fund managers in pension provisioning. Although this is true in the very long term, this calculation only works if the portfolio management system above it correctly assesses the big waves and sets the proper risk ratio. When looking at individual stocks, it is worth first looking at some bombed-out shares.
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Commented by Stefan Feulner on September 26th, 2022 | 12:57 CEST
Hypoport, Saturn Oil + Gas, Deutsche Bank - Hard-hitting announcements from analysts
Due to uncertainties in the global economy with fears of recession, blown supply chains coupled with rampant inflation, it is becoming increasingly difficult for companies to maintain their forecasts. The latest example is battery maker Varta, which withdrew its full-year estimates altogether due to increased production costs. Analysts reacted with downgrades. In contrast, despite recent corrections, most financial experts are optimistic for the long term, especially for the commodities sector.
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Commented by Armin Schulz on September 19th, 2022 | 12:13 CEST
Barrick Gold, Desert Gold, Newmont - Eyes are on the FED
On Wednesday, September 21, the FED is expected to raise interest rates again. After the poor inflation rates in the past week, the fear of a large interest rate step of 100 basis points is going around. The indices reacted immediately and priced in the possible rate hike. So did the gold price, which has been suffering from rising interest rates and the strong dollar for weeks anyway. It does not help that gold has long been considered a hedge against inflation. The precious metal cannot currently take on this function, but that could change if the expectation of Stanley Druckenmiller, a billionaire and former hedge fund manager, is correct that the stock markets will hardly yield any returns in the next 10 years. So today, we look at three gold companies.
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Commented by Carsten Mainitz on September 1st, 2022 | 15:13 CEST
ThyssenKrupp, Manuka Resources, K+S - Analysts are optimistic
High energy prices and significant increases in inflation and interest rates are causing headaches for investors. However, the stock market is punishing a number of shares too heavily. Despite the challenging environment, analysts identify several attractive entry opportunities. Stock markets always assess the future; the temporarily distorted perception of opportunities and risks opens up many investment opportunities for forward-looking investors.
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Commented by Nico Popp on July 18th, 2022 | 14:57 CEST
Where scarcity turns to yield: TUI, Defense Metals, K+S
Long lines at baggage check-ins, sold-out fan heaters and expensive sunflower oil: everything is in short supply at the moment. Given the shortages, many economists anticipate that it could become a nail in the coffin for the economy. As the economic survey by the Institute for Economic Research (IER) shows, the construction industry, in particular, is heading for a recession. Many developers simply no longer feel like planning unpredictable projects. We highlight other sectors and companies characterized by scarcity and point out opportunities.
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Commented by Nico Popp on July 12th, 2022 | 14:09 CEST
Waiting is not an option! BioNTech, MAS Gold, BASF
Inflation is rising and rising. In construction, inflation has already reached almost 20%. Even in everyday life, double-digit inflation rates are not far away. At the same time, infection figures are rising, and it is still uncertain whether gas will flow through Nord Stream 1 again in the coming weeks. Given this mixed situation, many investors are asking how they should invest. Because one thing is clear: waiting is not an option - the real return on many asset classes is clearly negative. We take a look at three stocks and check their future prospects.
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Commented by Carsten Mainitz on July 7th, 2022 | 14:25 CEST
Barrick Gold, MAS Gold, BASF - Turnaround in sight?
Despite Western sanctions, Russia is able to earn more money with its raw material deposits than before the war in Ukraine, which it instigated in violation of international law. This is not likely to please the Western world. They are already thinking about further spiraling sanctions. In the future, Western countries will be prohibited from buying Russian gold. That will likely lead to an artificial supply shortage - good prospects for gold stocks.
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