Investments
Commented by Armin Schulz on September 4th, 2026 | 07:10 CEST
Newmont, Kobo Resources and B2Gold: The Roadmap to Record Profits in the West African Gold Sector
The gold market surged by a whopping 15% in August, reaching as high as USD 4,700 per ounce. The last time such an explosive single-month rise was seen in the gold sector was 27 years ago. The triggers are the fragile US fiscal policy, conflicts in the Middle East and the Fed's expected interest rate cut. Gold companies are benefiting from the high gold price. Leading the way are those operating in West Africa's most promising gold-producing regions. In Mali, calm is returning following the political turmoil. The country increased production by 30% in the first half of the year, while Côte d'Ivoire attracts investors with its stability and rich deposits. Reason enough for us to take a closer look at Newmont, Kobo Resources and B2Gold.
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Commented by Matthias Schomber on September 1st, 2026 | 07:35 CEST
Deutsche Bank Still Soaring, TUI Fighting Hard for a Rebound and Strategic Resources Could Surprise Everyone!
It is late summer in Europe, almost autumn, and TUI is battling strong headwinds on the stock market. Meanwhile, Deutsche Bank is celebrating an all-time high. Flying somewhat under the radar, Canadian resource company Strategic Resources could be poised to make waves. The company is focused on the megatrend of green steel. This market report examines the latest developments at all three companies and highlights where the most interesting opportunities for your portfolio could lie right now.
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Commented by Nico Popp on August 31st, 2026 | 07:00 CEST
Gold Rush—But Which One Is Better? DRC Gold, Ivanhoe Mines and Newmont in the Spotlight
As central banks around the world resume buying gold and geopolitical turmoil shakes confidence in fiat currencies, one thing is clear: humanity's oldest form of currency is experiencing a renaissance. After a breathtaking record-breaking run that pushed the gold price to USD 5,600 per ounce at the beginning of the year, followed by a correction, gold has recently climbed dynamically back above the USD 4,600 threshold. But for gold investors, there has long been more to the market than just bullion and ETPs. Companies in the gold sector are profiting from the rally and, under certain circumstances, can even offer leverage on the precious metal. We introduce some exciting business models and take a look at Africa as well.
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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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