Investments
Commented by Nico Popp on August 25th, 2025 | 07:15 CEST
China boosts gold – Now insurers are joining in: Sranan Gold, China Life, Allianz
China is moving the markets. The latest China bombshell concerns gold. Starting this year, Chinese companies are required to invest 1% of their assets in physical gold. This change underscores the Chinese authorities' view that gold is a key anchor of stability for the financial system. Considering the huge capital reserves of Chinese insurers, up to USD 27 billion could flow into the gold market. Analysts are celebrating the additional institutional demand, and companies like China Life are showing strong cooperation. But the best news is yet to come for gold investors.
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Commented by Nico Popp on August 22nd, 2025 | 07:10 CEST
Gold story remains intact – Three good ideas for every portfolio: Dryden Gold, Kinross Gold, and Barrick Mining
"Gold is money. Everything else is credit" – banker JP Morgan recognized this long ago. The precious metal is currently in high demand again. ETF investors in particular, but also central banks, are betting on gold. In July, global holdings in ETFs climbed to 3,639 tons, the highest level since August 2022. Central banks have purchased around 1,000 tons of gold annually over the past three years – about twice the amount they bought per year in the previous decade. This shows that demand from both private and professional investors remains unbroken. We present three promising gold stocks and explain where even speculative investors can get their money's worth.
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Commented by André Will-Laudien on August 21st, 2025 | 07:20 CEST
Defense sell-off – New doublers are emerging with thyssenkrupp, Almonty, and Heidelberger Druck
What defense speculators always feared as a looming threat is now happening within just one week: Peace negotiations between Russia and Ukraine! Even though nothing concrete has happened yet, the sentiment is clear: If only half of the numerous geopolitical conflicts calm down or even disappear entirely, the pressure to rearm will ease, and potential orders, which were already reflected extensively in share prices, could be reduced or canceled altogether. Public budgets resemble a pressure cooker at 120 degrees, so any relief is welcome. It will be interesting to see how far defense stocks might fall, especially after rising by up to 2000% in the case of Rheinmetall. Almonty remains interesting because, even with reduced defense demand, critical metals remain the bottleneck of Western industries. It is worth taking a closer look.
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Commented by Fabian Lorenz on August 18th, 2025 | 07:20 CEST
Defense rally after summit flop? Rheinmetall, Hensoldt, Volatus Aerospace!
Are defense stocks taking off again? The meeting between Donald Trump and Vladimir Putin on Friday had been eagerly anticipated. But the "peace summit" turned out to be just a PR stunt. Russia continues its massive attacks on Ukraine, with no end in sight. As a result, the consolidation phase in defense stocks may now be over. One candidate for a strong rebound is Volatus Aerospace. The Company appears to be helping NATO get up to speed in the drone sector and has a strong second pillar in the non-military sector. Among the German heavyweights, weak order intake had caused disappointment. Now the shares could be heading back toward their all-time highs. At Rheinmetall, a personnel change is making additional headlines.
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Commented by Armin Schulz on August 15th, 2025 | 07:00 CEST
War and raw material shortages = Your profit: How Rheinmetall, Almonty Industries, and RENK are now cashing in
The global security architecture is collapsing, and with it, the rules of the game in the defense industry are changing. While superpowers like the US are pumping billions into strategic raw materials to break critical import dependencies, resource security is becoming the new currency of military strength. Tungsten, rare earths, and high-performance metals are now decisive factors in technological sovereignty. Those who take advantage of this shift stand to benefit from unprecedented government initiatives. Three companies are positioning themselves decisively in this area: Rheinmetall, Almonty Industries, and RENK.
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Commented by Fabian Lorenz on August 11th, 2025 | 07:00 CEST
Rheinmetall & Hensoldt disappoint! The real WINNERS of the DEFENSE BOOM: Alzchem and Almonty!
Rheinmetall and Hensoldt have disappointed stock market investors with their quarterly figures. Growth, profitability, and, in particular, order intake are lagging behind high expectations. Are the second-tier companies perhaps the real winners of the defense boom? Namely, the suppliers that can deliver to virtually every defense contractor. Take Almonty, for example. The tungsten specialist is inundated with inquiries and is set to begin operations at the largest Western mine later this year. Defense contractors can only dream of such profit margins. Analysts see more than 50% upside potential. Alzchem is also doing good business with numerous defense companies. Among other things, the German company supplies specialty chemicals for explosives. A new major shareholder is causing a stir. However, not all analysts see room for further price gains.
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Commented by Armin Schulz on August 7th, 2025 | 07:00 CEST
Tungsten crisis hits defense boom: Why Almonty Industries, Rheinmetall, and RENK Group stand to benefit
Geopolitical upheavals are shaking global supply chains. As the trade dispute between the US and China reaches new heights, dependence on strategic raw materials is becoming an existential threat. Tungsten, which is indispensable for defense equipment and high-tech, is in extremely short supply due to Chinese export restrictions. At the same time, global conflicts are fueling a defense boom that is causing demand and prices to skyrocket. Investors are now turning to companies that offer security of supply or technologies that are crucial in warfare. Three players are coming to the fore in this tense environment: Almonty Industries, Rheinmetall, and the RENK Group.
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Commented by Armin Schulz on August 6th, 2025 | 07:05 CEST
Interest rate poker and commodity chess: Deutsche Bank, Globex Mining, and Rio Tinto in focus
Geopolitical tensions are the new market standard, not the exception. Trade conflicts are escalating globally, tariffs are becoming a chess game over commodities and influence, and military shifts are destabilizing supply chains. At the same time, central banks are hesitating to cut interest rates despite lower inflation, keeping the pressure high. In this turbulent environment, an understanding of macroeconomic forces determines profit or loss. Those who read the signs will find opportunities. Which of these three players—Deutsche Bank, Globex Mining, and Rio Tinto—offers potential?
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Commented by Armin Schulz on August 4th, 2025 | 07:05 CEST
Bank Profits, Gold Stability, and Bitcoin Returns: Commerzbank, AJN Resources, and Coinbase - Where is it worth investing?
In turbulent markets, investors in 2025 are seeking both stable pillars and strong return opportunities. Traditional financial institutions are once again proving their resilience, strengthened by regulatory reforms and solid capital ratios. At the same time, physical gold continues to reinforce its role as a safe haven, while digital assets are attracting investors with their disruptive potential and spectacular profit opportunities. This three-pronged strategy of stability, tangible assets, and innovation defines the smart portfolio diversification of our time. Against this backdrop, we analyze one representative from each area with Commerzbank, AJN Resources, and Coinbase.
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Commented by André Will-Laudien on July 23rd, 2025 | 07:25 CEST
After a 500% increase - is the next rocket stage about to launch? Rheinmetall, Almonty, Hensoldt, and Steyr in focus!
Some investors are reluctant to add stocks that have already performed strongly to their portfolios. In general, this is not good advice, as a sharp rise often has fundamental reasons. For example, the Düsseldorf-based defense company Rheinmetall is expected to increase its business volume roughly fivefold in the coming years. However, its share price has already skyrocketed by a factor of 20 since the start of 2022. The second-tier defense stocks have not been able to make the same leap, but some have managed gains of up to 500%. What happens next? Technical analysts often say: "The trend is your friend." This suggests that after a correction, the sun will soon shine again. In the strategic metals sector, Almonty Industries has recently made strong progress, and the rally could continue significantly regardless of defense investments. We have done the math for you.
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