Investments
Commented by Stefan Bode on August 5th, 2026 | 07:25 CEST
Between All-Time Highs and M&A Fever: Adidas, Commerzbank, Desert Gold, and Unicredit in Focus
This week's stock market action, with indices hitting new all-time highs, also presents investors with a mix of operational transformations, M&A speculation, and opportunities to capitalize on temporary price volatility. In the consumer goods sector, short-term margin concerns are leading to drastic sell-offs despite strong record sales, while commodity stocks are benefiting from robust international demand. At the same time, the banking sector is coming into focus due to record profits and an intensifying takeover battle in Germany. Read here to find out which three highly exciting investment stories are likely to be driving market participants right now.
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Commented by Tarik Dede on August 5th, 2026 | 07:10 CEST
Gold Stocks in the Spotlight: Kinross Gold, Lahontan Gold, and AngloGold Ashanti
The price of gold cannot quite make up its mind. When the Federal Reserve left interest rates unchanged last week, the price per ounce did rise sharply. However, the price has so far been unable to break away from the USD 4,000 mark. A significant portion of the market still expects the Federal Reserve to raise interest rates later this year in response to inflation; however, just as many doubt that this will happen before the key elections in November. On top of that, President Trump continues to call for lower interest rates. For gold prices, this is an unsatisfactory situation in the short term. However, investors focusing on structural market trends should take advantage of the correction in gold stocks. That is why we are taking a look today at Kinross Gold, Lahontan Gold, and AngloGold Ashanti!
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Commented by Stefan Feulner on August 4th, 2026 | 07:20 CEST
Eldorado Gold, Lahontan Gold, Alamos Gold: Investors Face a Once-in-a-Century Opportunity
After its impressive rally, the price of gold is taking a breather. Profit-taking, a stronger US dollar, and hopes for a less expansionary monetary policy are creating short-term headwinds. However, the long-term drivers of the price have hardly changed. High government debt, ongoing geopolitical tensions, heavy buying by central banks, and the prospect of falling real interest rates continue to support the precious metal. It is precisely such periods of consolidation that have often opened up attractive entry opportunities in the past, particularly for promising gold companies with upcoming catalysts.
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Commented by Nico Popp on August 3rd, 2026 | 07:50 CEST
Gold Sector Remains Optimistic: How Kinross Gold and Orla Mining Are Securing the Future—and Lahontan Gold's Hidden Ace
"Gold. Power. Greed." That was the title of a recent documentary aired by German broadcaster ZDF, exploring the enduring appeal of the precious metal. Investors seeking returns from precious metals often turn their attention first to giants such as Barrick Mining and other major producers. Yet while new discoveries may have only a limited impact on the share prices of established mining companies, positive exploration results can drive a very different level of momentum among smaller players. Agile exploration companies that can supply the processing plants of major producers—thanks to fresh capital, prime locations, and manageable costs—promise dynamic upside potential, as recently highlighted in the ZDF documentary. We introduce three exciting companies and highlight where investors can expect strong momentum.
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Commented by Fabian Lorenz on July 31st, 2026 | 07:20 CEST
China Is Buying Gold—Even More Than Expected? Barrick Mining, Newmont, and Lahontan Gold Stand to Benefit
While the price of gold holds steady above the USD 4,000 mark, China is buying heavily. According to the Chinese central bank, China purchased 15 metric tons of gold in June alone. This is the highest volume since October 2023. Furthermore, the market has long suspected that China's actual gold purchases are significantly higher than the officially reported amounts. This could mean gold is on the verge of a new rally. For investors looking to profit from a long-term rise in the price of gold, Barrick Mining and Newmont are considered core investments in the gold sector. They offer relatively direct exposure to the price of gold. Rising selling prices can have a disproportionately large impact on cash flow and profits when production costs remain stable. At the same time, operational risks, cost increases, and political uncertainties persist in individual mining countries. Exploration companies are a good option for adding to a portfolio to gain additional exposure to the price of gold.
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Commented by Armin Schulz on July 30th, 2026 | 09:50 CEST
Do Not Miss Gold's Next Rally: Why Newmont, Desert Gold and Agnico Eagle Deserve a Closer Look
Investors are watching the yellow precious metal closely; its price has recently come under pressure but has stabilized above USD 4,000. The fundamental conditions for further price increases remain intact. Central banks continue to prefer buying gold over the US dollar; geopolitical turmoil is driving demand for safe-haven assets; and the prospect of falling key interest rates is traditionally good for gold prices. At the same time, robust physical demand coupled with stagnant production is leading to a supply shortage. This environment is fostering positive sentiment, particularly among producers. A look at the current situation at Newmont, Desert Gold, and Agnico Eagle reveals which companies could benefit most from this tailwind.
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Commented by Nico Popp on July 29th, 2026 | 07:05 CEST
Big Money in Sustainability – SAP and Siemens Energy Are Raking It In – RE Royalties Delivers a 10% Dividend
The transition to clean electricity is not failing for lack of will, but because of the enormous practical hurdles. While the rise of artificial intelligence is fueling demand for green energy, existing power grids worldwide are reaching their limits. At the same time, smaller project developers in this niche are grappling with financing and regulatory issues, while industrial conglomerates are required to disclose their carbon footprints with ever-greater transparency. Investors looking to capitalize on this complex situation must understand the various players and the challenges they face. We provide an overview and introduce a little-known hidden gem.
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Commented by Armin Schulz on July 28th, 2026 | 09:55 CEST
Forget the Risk: Secure Solid Cash Flows with Allianz, RE Royalties, and Deutsche Telekom
The search for attractive returns is becoming increasingly challenging for investors. While interest rate decisions and economic data are causing turmoil in the markets, one timeless principle remains: companies with reliable dividend income can provide greater stability for investors. Three sectors stand out in the current environment. Insurance companies continue to benefit from the interest rate environment, renewable energy projects are delivering stable, government-backed returns, and telecommunications companies are converting their infrastructure investments into robust, recurring cash flows. Today, we take a closer look at Allianz, Canadian royalty specialist RE Royalties, and Deutsche Telekom. Despite operating in very different industries, all three companies share a strong commitment to creating long-term value for shareholders.
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Commented by Armin Schulz on July 27th, 2026 | 07:30 CEST
Gold Holds Above USD 4,000: Barrick Mining, Kobo Resources and Kinross Gold Offer Upside Potential
Gold has held above the key USD 4,000 per ounce level following its recent pullback. The correction shook the market, but the precious metal has rebounded faster than even the most optimistic analysts had expected. While experts continue to debate the future course of the market, central banks are steadily adding to their gold reserves—a clear vote of confidence in the precious metal. For investors willing to look beyond the obvious, attractive opportunities are now emerging. Three companies deserve special attention in this environment: the established industry leader Barrick Mining, the promising explorer Kobo Resources, and the gold producer Kinross Gold.
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Commented by Matthias Schomber on July 26th, 2026 | 07:00 CEST
Volkswagen Under Pressure! Is Porsche AG Ready to Accelerate? RE Royalties Near a Technical Breakout?
The world remains mired in a web of conflicts and wars, leaving financial markets repeatedly holding their breath. Geopolitically, we appear to be heading towards a scenario that would have seemed unthinkable only a short time ago. Will the conflict with Iran escalate further? Are we facing devastating large-scale US air strikes in the Middle East, following the deployment of B-1 bombers to the region? Could the situation even escalate to the use of a tactical nuclear weapon, or is this historic sabre-rattling ultimately a calculated bluff by global powers—designed to trigger panic before the next major "TACO trade" unfolds? While investors grapple with uncertainty, Europe's traditional industries are coming under increasing pressure. The automotive sector and its suppliers are particularly vulnerable. Even iconic German industrial giants such as Volkswagen are showing signs of strain, prompting an increasingly uncomfortable question: Will Volkswagen still exist in five years? In this historic context, the wheat is truly being separated from the chaff. While traditional industries and corporations are fighting for their very survival, smaller niche players are seeing significant opportunities emerge. We take a closer look at where investors may still be able to generate attractive returns.
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