Mining
Commented by Fabian Lorenz on September 5th, 2025 | 07:15 CEST
GOLD EXPLOSION to USD 5,000? Barrick Mining, Sranan Gold, and First Majestic Silver! Better than Rheinmetall?
While experts predict prices of over EUR 2,200 for Rheinmetall, they believe gold could reach USD 5,000 per ounce. This puts mining stocks back in the spotlight after lagging behind the precious metal's performance for a long time. Barrick Mining is showing signs of life and has begun a recovery after several challenging years. However, things could get even more exciting for explorers, such as Sranan Gold. The Company is attractively valued, and following high-grade sampling, a drilling program has just been launched. This drill program benefits from historical data from gold giant Iamgold. Meanwhile, the price of silver is also picking up again and now stands at over USD 40. First Majestic Silver is delivering exploration results that support its growth potential.
Read
Commented by André Will-Laudien on September 5th, 2025 | 07:05 CEST
Trump under pressure, markets wobble – Technically position now with BYD, Almonty, and Palantir for the next 100% gains!
The stock markets are in yet another bubble, but unlike the tech bubble in 2000, investors are more prepared for the impending correction. The warning signs could not be more evident: inflation, wars, numerous global conflicts, surging interest rates, massive deficits, tariffs and trade wars! Anyone who sees short-term growth under these conditions is likely mistaken. And yet, the market is still holding on to the megatrends of artificial intelligence and defense. Admittedly, 1,000% or more could be earned here, which is good for those who rode out these trends. But caution is advised: The Shiller P/E ratio for the S&P 500 rose above 40 last week – well above the historical norm of 12 to 25. So, where is the celebration continuing? We offer a few clues.
Read
Commented by Nico Popp on September 4th, 2025 | 07:15 CEST
Tariff shock for Trump, Concerns about US banks, Gold hype: Globex Mining, Newmont, Bank of America
In recent months, many feared the US was on a path toward dictatorship. Fortunately, this is not yet the case, as demonstrated recently by a US federal appeals court ruling, which declared 75% of Donald Trump's tariffs to be illegal. The judges involved ruled independently of their political leanings – both supporters and opponents of the tariffs included Republicans and Democrats. While this is not such a bad thing for US political culture, it does harbour enormous risks: tariffs worth billions could now be reversed, and the US Federal Reserve may once again delay its planned interest rate cuts. One clear beneficiary of this uncertainty has been gold, with the precious metal reaching a new all-time high. We highlight the opportunities.
Read
Commented by André Will-Laudien on September 4th, 2025 | 07:00 CEST
All-Time High for Gold, Volatility Rising! thyssenkrupp, AJN Resources, Airbus, and Lufthansa in Focus
The stock market is preparing for a hot fall. While inflation figures show no sign of weakening, gold and silver are climbing to new record levels. Rising debt levels and growing geopolitical tensions are fueling this trend. So far, capital markets have largely held their ground without major losses. However, US President Donald Trump's trade policy has suffered a severe setback. With his plan to impose comprehensive tariffs on goods from almost all countries in the world, invoking an emergency law from 1977, he has clearly exceeded his powers, and the courts are now stepping in. One clear warning sign: volatility is high, and valuations have reached extreme levels. The Shiller P/E ratio for the S&P 500 now stands at 40, far above the historical range of 15 to 27 over the last 30 years - making 2025 an absolutely exceptional year in terms of overvaluation. We are on the lookout for promising stocks, and gold should not be overlooked as a strategic portfolio addition.
Read
Commented by Fabian Lorenz on September 3rd, 2025 | 07:05 CEST
New WORLD ORDER and DEFENSE FANTASY: Deutz, Hensoldt, and Almonty Industries!
China, Russia, and India are driving forward a multipolar world order — and thanks to the erratic politics of Donald Trump, they seem to be succeeding. At least, that is what the recent SCO summit suggests. For Western industries, this means growing supply issues with critical raw materials like tungsten. Almonty Industries is benefiting from this. The producer plans to commission the largest Western tungsten mine in South Korea and promises high margins. The recent weakness in the share price presents a buying opportunity. Deutz, meanwhile, is fueling new defense-related fantasies with its entry into the drone market. The share price reacted yesterday with a jump of over 5%. Hensoldt, on the other hand, is struggling with a challenging valuation following weak figures, even though the share price has recently gained ground. Where is it worth getting in?
Read
Commented by Armin Schulz on September 2nd, 2025 | 07:25 CEST
After the price corrections: Is now the time for Novo Nordisk, Almonty Industries, and Puma?
Volatile periods offer the greatest opportunities for savvy investors. While the masses are unsettled by price fluctuations, strategic investors have the chance to acquire fundamentally sound stocks at attractive prices. This discipline of keeping calm in the face of uncertainty separates the long-term winners from the losers. Three companies currently deserving of precisely this attention are Novo Nordisk, Almonty Industries, and Puma.
Read
Commented by André Will-Laudien on September 2nd, 2025 | 07:20 CEST
Silver above USD 40 – These are the 100% winners! Silver North, First Majestic, SMCI, and Alibaba!
Metal commodities are showing remarkable strength, with silver leading the way. In recent years, silver has evolved from being just a pure precious metal into an indispensable commodity for modern technologies. The metal plays a key role in electronics, batteries, and solar cells. A prime example is the year 2024, when an estimated 220 million ounces of silver were consumed in photovoltaics alone, more than twice as much as in 2021. This sharp increase in demand means that global supply can no longer meet demand, which is reflected in declining inventories on the futures exchanges. Consumers are alarmed, and mining companies now need a new strategy to bring more material to market. Speculators are now investing in the most promising projects – here is an example from the Yukon. The time to get on board is now!
Read
Commented by Nico Popp on September 2nd, 2025 | 07:00 CEST
The auto industry is at a crossroads – Who will solve the lithium problem? BYD, Mercedes-Benz, European Lithium
When the Chinese step on the gas, German premium manufacturers are left in the dust! As a recent article in Handelsblatt shows, Chinese auto suppliers are increasingly overtaking their international competitors. This is fatal – after all, suppliers are the ones driving innovation. One indicator is the battery sector: in the first half of 2025, the two largest Chinese battery manufacturers, CATL and BYD, together controlled 55.7% of the global electric vehicle battery market. The next-largest non-Chinese supplier is LG from South Korea, with a market share of just 9%. As it stands, European car manufacturers remain heavily dependent on Chinese batteries. We examine why this dependence is risky, which companies are already working to reduce it, and which stocks offer opportunities for investors.
Read
Commented by Stefan Feulner on September 1st, 2025 | 07:15 CEST
Gold price enters next stage of escalation - Barrick Mining, Dryden Gold, New Gold
Are the major indices, such as the Dow Jones, Nasdaq 100, and MSCI World, beginning to experience the correction anticipated by many experts? The signs are increasing. In addition to the Shiller P/E ratio and the Warren Buffett indicator, both at historic highs, the excessive valuations of some companies, such as Nvidia and Palantir, are also cause for concern. In contrast, the gold price appears to be climbing to new highs. The uncertain geopolitical situation, the ongoing trade war between the US and China, and disagreements over fiscal policy are just a few of the factors that could push the yellow precious metal to even higher.
Read
Commented by Armin Schulz on September 1st, 2025 | 07:10 CEST
The hidden opportunity: Why Commerzbank, Desert Gold, and K+S are now in focus
The stock markets resemble a minefield: geopolitical tensions, unpredictable interest rate policies, and protectionist trade measures create an explosive mixture. In this environment, making informed investment decisions is crucial for protecting and growing capital. While safe havens are booming, cyclical stocks are struggling with the uncertainties. Against this backdrop, it is worthwhile to take a closer look at the strategic positioning of Commerzbank, the potential of gold explorer Desert Gold, and the resilience of fertilizer specialist K+S.
Read