Investments
Commented by Matthias Schomber on October 12th, 2026 | 05:24 CEST
Every Crisis Creates an Opportunity: Nordex Stumbles, Jungheinrich Struggles, and RE Royalties Looks to Have Found a Bottom
When market participants suddenly lose their nerve, and industrial heavyweights like Jungheinrich plunge to new multi-year lows despite bulging order books, a key question for private investors, among others, is whether this is a dangerous crisis with further downside ahead or an attractive entry opportunity. Nordex, too, has recently struggled to build on its successes from earlier this year. The share is trapped in a consolidation phase and has now returned to its level from late February, when it broke out upwards on high volume and with a long green weekly candlestick. Is this an attractive entry point for investors desperately seeking stable, high-yield alternatives in the future-oriented renewable energy market? Find out why scepticism could prevail regarding well-known German names and why a pioneer in royalty financing could be on the verge of the next major share price surge following a technical “textbook pattern”.
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Commented by Tarik Dede on October 9th, 2026 | 09:00 CEST
Copper in the Spotlight: BHP, Southern Copper and Power Metallic Mines
Copper prices remain elevated despite ongoing market volatility. Recent developments in the physical market have provided plenty of reasons for concern. Production in Chile, by far the world's largest copper-producing country, remains subdued and is declining at some operations. Strikes are looming at several mines. Most recently, Antofagasta reported the start of a work stoppage at its Centinela mine in the Andean nation. Adding to these concerns, Deutsche Bank's commodities team highlighted the geopolitical aspects in a recent study. Copper is essential to virtually every sector of the economy, from construction and power grids to manufacturing and AI data centres. According to the study, the US and China now control, directly or indirectly, 70% of global copper production. This presents a challenge for Europe and many other regions, where securing reliable supplies of critical raw materials remains a key strategic priority. Against this backdrop, we take a closer look at the copper market and the geopolitical tensions shaping it through three stocks: Power Metallic Mines, BHP and Southern Copper.
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Commented by Tarik Dede on October 8th, 2026 | 07:35 CEST
Gold Stocks with Potential: K92 Mining, B2Gold and Kobo Resources
A sombre mood once again prevails in the gold market. Gold has fallen sharply from its peak of more than USD 4,600 per ounce and seems poised to test the USD 4,000 mark again. Technical analysts, however, see a "death zone" only below that level. Nevertheless, others point to fundamental factors. Analysts are highlighting ongoing purchases by asset managers through gold ETFs, acquisitions by central banks, and the world's high debt problem. As a result, gold is currently showing remarkable resilience, as emphasized in recent studies by major banks such as JPMorgan and Morgan Stanley. Accordingly, investors can pick up promising stocks during such weaker market phases. That is why we are taking a look today at the stocks of K92 Mining, B2Gold and Kobo Resources.
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Commented by André Will-Laudien on October 8th, 2026 | 07:10 CEST
Precious Metals Sell-Off – Position for Quality Now! Barrick, Agnico Eagle, Fresnillo and Lahontan Gold
Persistently high interest rates and stubborn inflation are severely limiting the US Federal Reserve's room for manoeuvre, putting noticeable pressure on financial markets and driving volatility sharply higher. With rapid rate cuts unlikely for the time being, this environment is also weighing on traditional safe-haven assets such as gold and silver. Because precious metals do not generate interest income, significant capital is flowing into interest-bearing investments, which has recently sent metal prices into a tailspin. Yesterday, silver fell below USD 60, and even gold struggled to close above USD 4,000. Yet for strategic investors, these falling prices offer an excellent opportunity to identify an attractive entry point. The current correction is clearing speculative excesses from the market and pushing prices back toward levels that look fundamentally attractive. The limited supply of physical commodities provides a solid foundation that protects against a lasting loss of value. Those who keep their nerve now and view the temporary price decline as a discount are laying the groundwork for above-average returns when the next precious-metals upswing arrives.
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Commented by Nico Popp on October 7th, 2026 | 09:15 CEST
Aspermont, S&P Global and Alphabet: Specialized Data Poses a Challenge Even for Tech Giants
Generative artificial intelligence is fundamentally changing how information is obtained and siphoning organic web traffic away from traditional media platforms. As search engines utilize AI-generated answers, such as AI Overviews, the traditional advertising business of websites is losing its foundation. Publishers are becoming increasingly dependent on others, but specialized B2B information providers are carving out a lucrative niche. Deep industry knowledge built up over time still offers added value, as it is indispensable for reliable industrial applications and not easily replaceable. We shed light on this trend and highlight some exciting companies.
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Commented by Matthias Schomber on October 7th, 2026 | 09:05 CEST
Banking Power Struggles, Takeover Battles & Tungsten Boom: Time For Bold Moves in Commerzbank, Deutsche Bank and Almonty Industries
Financial markets are currently on edge! Yields on 10-year bonds are climbing to extreme levels in several European countries as well as in the US, creating turbulence across a wide range of asset classes. Ongoing geopolitical conflicts are adding to the uncertainty. While Germany's banking sector is caught between takeover battles and significant interest-rate risks, investors are looking for fresh catalysts. At Commerzbank, Italian major shareholder UniCredit is shaking up the status quo, while Deutsche Bank is grappling with pressured bond portfolios despite completing its share buyback program. Meanwhile, the commodities sector is presenting a very different, but equally compelling, setup. Here, Almonty Industries' stock has undergone a sharp, rapid consolidation following a spectacular rally and is now hovering near a critical chart level. In this analysis, we examine the potential risks involved and where attractive opportunities are now opening up for savvy investors.
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Commented by Fabian Lorenz on October 6th, 2026 | 07:25 CEST
Gold Mining Stocks: Time to Buy? Barrick Mining, B2Gold and Desert Gold in Focus
Should you buy gold mining stocks now? Gold expert Markus Bußler sees the recent pullback as an attractive entry opportunity. After a rally of about 50%, the GDX mining ETF had fallen about 18% from its high. This has brought it back into the technical buy zone between approximately USD 84 and USD 88. At these levels, the expert believes the risk-reward ratio once again favours buying. A similar technical setup had already led him to a positive assessment in July. The market subsequently posted strong gains. The current negative sentiment therefore does not deter him. Stocks such as Barrick Mining, B2Gold and Desert Gold could benefit from this development.
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Commented by Stefan Feulner on October 2nd, 2026 | 06:50 CEST
Equinox Gold, Lahontan Gold, B2Gold – The Hunt for the Next Million Ounces
Gold remains one of the big winners in the commodities markets. High prices not only boost producers' profits but also increase the value of undeveloped deposits. Deposits that previously received little attention can suddenly become economically attractive. Consequently, mining companies are once again investing heavily in exploration. In this context, it is increasingly important to identify companies that can expand their resources, discover new deposits, and bring additional ounces into production as cost-effectively as possible.
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Commented by Armin Schulz on October 1st, 2026 | 07:35 CEST
thyssenkrupp, Strategic Resources, Salzgitter – Steel Stocks That Could Benefit from the Industry's Transformation
Europe's steel industry is currently transforming. Since July 1, the EU has been protecting its steel market with a duty-free quota of 18.345 million metric tonnes and a 50% tariff on all imports exceeding that amount. Starting October 1, importers must also provide proof of where they smelted and cast their steel. This gives manufacturers breathing room to replace blast furnaces with direct reduction plants. However, these plants require high-grade iron ore of the appropriate quality. For those who view steel, raw materials, and restructuring as a unified whole, the new situation could work in their favour. We are therefore taking a closer look at thyssenkrupp, Strategic Resources and Salzgitter.
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Commented by Armin Schulz on September 30th, 2026 | 10:05 CEST
Micron, Kobo Resources, MP Materials: Stocks with Upcoming Catalysts in AI, Gold and Rare Earths
The stock market trades on expectations. Between now and the end of the year, three companies across different market segments have upcoming milestones that could reset expectations. Artificial intelligence has significantly fueled demand for memory chips. The quarterly results on September 30 will show how much of that demand is here to stay. A gold explorer is set to release its first mineral resource estimate, revealing how much of the precious metal lies underground. As of January 1, the Pentagon's procurement rules for magnets will become stricter, which could benefit manufacturers with supply chains outside China. We are therefore taking a closer look at Micron Technology, Kobo Resources and MP Materials.
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