Investments
Commented by Nico Popp on August 31st, 2026 | 06:50 CEST
Hunger for Critical Metals at SpaceX and Beyond: How Globex Mining Differs from Berkshire Hathaway
Rocket launches are simply fascinating: the brilliant light, tremendous thrust, and nervous anticipation during the countdown captivate us. Yet many future technologies would be unthinkable without raw materials and their smart processing. Tech giants have long been turning their attention to Earth's mineral resources and thinking ahead about supply security. We take a closer look at SpaceX and examine which resource companies are already securing the deposits of tomorrow. Three business models put to the test.
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Commented by Stefan Bode on August 31st, 2026 | 06:35 CEST
Rate Pivot, Gold Boom and Failed Deals: Opportunities and Risks - Desert Gold, ECB, PayPal, iShares STOXX Europe 600 Banks
Financial markets are currently presenting a highly charged environment. While central bank monetary policy is delivering record profits and strong margins to the European financial sector, historically high precious metal prices are helping promising resource developers advance toward production. At the same time, sudden sell-offs in the payments sector demonstrate how quickly failed takeover hopes can dampen investor sentiment. This report examines three notable developments spanning enormous return potential, periods of upheaval, and emerging risks.
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Commented by Stefan Bode on August 27th, 2026 | 07:30 CEST
Profitable Transformation: Return Opportunities in Crypto and Cleantech – Coinbase, RE Royalties, Strategy and Solaris Energy
Global capital markets are currently being driven by two dominant macro trends: the regulatory-backed resurgence of the crypto sector and the massive expansion of renewable energy, fueled by the growing power demand from AI data centers. These structural shifts offer investors significant return opportunities. At the same time, rising central bank interest rates and increasing volatility require careful risk analysis. We examine three publicly traded players seeking to capitalize on current market dynamics through lucrative licensing models and highly speculative bets.
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Commented by Carsten Mainitz on August 27th, 2026 | 07:10 CEST
Gold Rush in West Africa: Desert Gold, Barrick and B2Gold—New Opportunities on the Horizon?
Gold is trading above USD 4,600 per ounce, delivering exceptional margins for producers. High government deficits, geopolitical conflicts, doubts about the long-term stability of major currencies, and the continued diversification of central bank reserves are driving structural demand, while rising interest rates and a strong US dollar could act as a brake. Overall, the big picture is promising. However, with mining stocks, the devil is in the details; therefore, jurisdiction, location, and project quality also play a major role. The intersection of these three companies lies in Mali, a key mining country, where the situation is increasingly returning to normal. Thus, existing risk premiums could decline significantly in the future. Barrick is ramping up Loulo-Gounkoto faster than expected, and B2Gold has received the crucial approval for the Fekola expansion. Desert Gold offers the greatest upside potential with a massive land portfolio, a resource base of more than 1 million ounces of gold, and the upcoming start of production. Analysts attest to the stock's potential for significant price appreciation.
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Commented by Lars Winter on August 26th, 2026 | 07:20 CEST
Money, Money, Money: RE Royalties, Aumann and Pfizer Put Dividend Investors in the Money
Dividends are far more than just a consolation prize during weak market phases. Profit distributions typically account for a large portion of a stock's total return. In addition, dividends generally fluctuate much less than earnings and share prices. A high yield alone, however, is not a seal of quality. It can also result from a sharp drop in the share price, an overextended payout ratio, or an impending cut. Many dividend enthusiasts therefore also seek reliability. The three selected dividend stocks cover different strategies: RE Royalties entices with a double-digit yield and the greatest upside potential, but also carries the highest risk. Aumann, on the other hand, is a short-term speculative play offering a generous special dividend, largely financed by its well-stocked cash reserves. Pfizer, in contrast, offers the lowest yield of the trio but boasts the longest and most reliable dividend history. We take a closer look at these stocks.
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Commented by André Will-Laudien on August 26th, 2026 | 07:00 CEST
Warning: Central Banks, Debt and Gold to the Rescue! Why Smart Investors Are Buying Barrick, Newmont and Lahontan Gold
Inflation above 3% and the world is coming apart at the seams! Central banks, in particular, find themselves in a bind, as they cannot lower interest rates indefinitely to combat inflation without jeopardizing the global financial system. At the same time, government debt in many industrialized nations is reaching historic highs, which massively undermines confidence in unbacked fiat currencies in the long term. Against this fragile economic backdrop, gold is once again taking center stage as the ultimate safe haven and proven hedge against the loss of purchasing power. Savvy investors are recognizing the signs of the times and strategically shifting capital into the precious metals sector to protect their wealth. Major producers such as Barrick Mining and Newmont, with their efficient cost structures and strong operational foundations, provide a solid basis for an investment portfolio and pay generous dividends. For risk-conscious investors seeking above-average growth potential, smaller exploration companies such as Lahontan Gold offer an intriguing complement. Let's run the numbers.
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Commented by Nico Popp on August 24th, 2026 | 07:55 CEST
Government Debt Threatens Us All: Barrick Mining, Montage Gold and Hidden Gem Kobo Resources in Focus
As the debt spiral spins faster and faster and interest rates put entire nations under pressure, the time has come for tangible assets. Globally, a mountain of debt totaling over USD 350 billion is piling up—more than three times the total global economic output. As confidence in unbacked fiat currency wanes and even central banks turn to gold, retail investors are also seeking refuge in precious metals. We show that companies in the precious metals sector also offer opportunities and present three examples.
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Commented by Tarik Dede on August 21st, 2026 | 07:25 CEST
Big Dividends from Mercedes, RE Royalties and British American Tobacco
The stock markets are entering a challenging phase. Stock market history shows that in years with US midterm elections, the preceding months are often volatile and regularly result in losses. August and September, in particular, tend to show significant weakness. This does not necessarily mean the pattern will repeat, but recent market developments are sending warning signals. Optimism is running very high, which makes indices vulnerable to corrections. The latest Bank of America fund manager survey made this clear: professional investors' cash allocation currently stands at just 3.5%, a historically low level. In other words, funds have relatively little capital available to deploy into purchases during market setbacks. One alternative during such phases is high-dividend stocks, which also offer long-term opportunities. That is why today we are taking a closer look at Mercedes-Benz, RE Royalties and British American Tobacco.
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Commented by André Will-Laudien on August 20th, 2026 | 07:25 CEST
250% Opportunity with a Newcomer vs. Gold Giants: Barrick, Agnico Eagle and Kobo Resources in Focus
When inflation erodes purchasing power and global debt mountains rise, it is traditionally time for humanity's oldest safeguard against crisis: GOLD. In the current turbulent environment, the precious metal is once again proving its historic role as an indestructible rock in the storm. While paper currencies are being gradually devalued by ongoing inflation, the intrinsic value of the precious metal remains intact. This fundamental confidence is currently being bolstered by unprecedented momentum, as central banks worldwide are buying up physical gold at a record-breaking pace to make their own foreign exchange reserves crisis-proof. Those who wish not only to protect their wealth amid this shift in the monetary climate but also to actively profit from the rising demand for gold will find the most exciting opportunities among producers and explorers. The stocks of giants Agnico Eagle and Barrick Mining offer the perfect combination of operational excellence, first-class mine locations, and defensive dividend strength. For more speculative investors, the agile explorer Kobo Resources offers a highly attractive "multibagger" opportunity in West Africa. It is worth taking a closer look.
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Commented by Nico Popp on August 20th, 2026 | 07:20 CEST
US Debt Alarms Bank of America and JPMorgan – Could Desert Gold's Massive Leverage Offer Crisis Protection?
When an economy lives beyond its means, many ultimately pay the price: the currency loses value, the economy suffers, and the stock market becomes more volatile. In the US, the national debt now stands at nearly USD 40 trillion, as Handelsblatt warned in its Wednesday edition. According to the report, the US Treasury is increasingly attempting to address the problem by issuing debt securities with ever-shorter maturities, with all the associated risks. Alarm bells have long been ringing in the financial markets. Those looking to protect their wealth should consider tangible assets. Gold could once again become an attractive option—we present an exciting opportunity and shed light on the current state of the financial system.
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