Inflation
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 André Will-Laudien on May 8th, 2023 | 07:40 CEST
Impending financial crisis 3.0 boosts gold: Desert Gold Ventures, Deutsche Bank, Allianz - This is where the music plays!
And another double interest rate hike. First the FED, now the ECB followed suit last week, as expected. Monetary policy is trying a dangerous balancing act, as the US banking sector is tottering, and at the same time, inflation rates remain high. Now lavish wage settlements are added to the mix, and the second-round effects are on. The aggressive interest rate hikes and the collapsing real estate market have been among the factors causing stress in the banking sector. Profiteers are few and far between at the moment, but precious metals are back on the buy list. What about the prominence of the German financial industry?
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Commented by Armin Schulz on April 17th, 2023 | 08:25 CEST
BP, Saturn Oil + Gas, Shell - Oil shares against inflationary pressure
The oil price has been rising for about a month. The trigger was the decision of OPEC+ to cut its production by 1 million barrels per day. The demand for oil is increasing in China as the lockdown measures are being eased and the economy is gaining momentum. In addition, US inventories continue to decline. The International Energy Agency (IEA) projects record demand in 2023, with demand rising by 2 million barrels per day year-on-year while supply falls by 400,000 barrels. As a result, oil prices could reignite inflation. Investors who want to protect themselves against this could invest in oil stocks. We, therefore, take a look at 3 oil companies.
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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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