Technology
Commented by Armin Schulz on December 27th, 2024 | 07:00 CET
Barrick Gold, Thunder Gold, MicroStrategy – Precious metals and digital assets as an investment in uncertain times
In a world that feels increasingly uncertain with each passing day, gold is becoming increasingly important. The times of high interest rates are over, and with central banks even considering interest rate cuts again, many investors are turning to the shiny metal. Why? While gold does not pay interest, when the alternatives do not offer decent returns either, it suddenly becomes quite interesting.
Geopolitical crises, which seem never-ending, also play a significant role. The war in Ukraine, tensions in the Middle East – issues like these are once again making gold a hotly sought-after safe haven. Central banks, which have bought a record amount of gold in recent years, are also helping to keep the price stable. Not to mention the still tangible inflation and economic risks.
In any case, the experts agree: the current consolidation in the gold price – that is, this minor setback – is likely to be only a breather. In the long term, the trend is clearly pointing upwards. And while gold continues to have its fans, many investors are also increasingly looking towards Bitcoin and other cryptocurrencies, which are also considered a hedge in the current climate.
Read
Commented by André Will-Laudien on December 23rd, 2024 | 08:10 CET
New elections in 2025 – A tailwind for electric mobility: VW, Mercedes, ARI Motors, BYD and Stellantis
The traffic light is history, and new elections will be held on February 23. If the current polls are to be believed, a centre-right coalition could emerge. A 180-degree turn in economic policy would be needed for Germany as a business location to stop the exodus of industry abroad. However, this requires signs of a consistent refocusing on burning issues. Citizens are burdened with high price increases, and e-mobility urgently needs new incentives. International investors have long since turned their backs on European markets and are investing primarily in the US. The very low valuations in this country, which have rarely been observed over a longer period of time, offer hope. There is a good chance of a noticeable turnaround in the automotive sector in particular.
Read
Commented by André Will-Laudien on December 20th, 2024 | 07:50 CET
Christmas is fast approaching: Tesla is breaking all records – 100% with BYD, NIO, 123fahrschule or VW?
What an investment year 2024 has been! Just three days ago, the NASDAQ 100 index was up over 30%. Now, in the middle of the week, there was a strong 'one-day reversal' – the first significant weakness in months. Those who boldly invested in high-tech stocks enjoyed even larger gains, such as Nvidia soaring by 180% or Palantir Technologies surging 340%. In some sectors, however, performance was dismal. European automotive stocks, for instance, dropped an average of nearly 20%, grappling with fundamental adjustment pressures and a dramatic decline in margins. Tesla and BYD, on the other hand, demonstrated how effective stock marketing works in the automotive sector, posting gains of 82% and 39%, respectively, this year. The big question now is: what is next for 2025?
Read
Commented by Armin Schulz on December 20th, 2024 | 07:30 CET
Mercedes-Benz, XXIX Metal, D-Wave Quantum - Copper shortage: Is a bottleneck looming due to new technologies?
Copper is an elementary industrial raw material whose importance is steadily increasing due to technological innovations and global megatrends. In particular, the rapid expansion of electromobility, the development of quantum computers, and artificial intelligence are driving demand to new heights. Electric vehicles require many times more copper than conventional vehicles with combustion engines due to batteries, engines and charging infrastructure. At the same time, demand is increasing in data centres and networks that rely on high-performance cables and cooling systems. Experts predict that global copper demand will increase by millions of tonnes by 2030 – and with it, new challenges for production and supply.
Read
Commented by Stefan Feulner on December 17th, 2024 | 12:30 CET
BYD, dynaCERT, Block – Favourites for the future
The stock market is entering the last full trading week of an eventful year, 2024. However, the next 12 months also promise high volatility due to ongoing global conflicts and new governments, including the US and Germany. Will the stock market be able to ignore the negative events once again, or will it fall into a correction? In addition, investors are again looking for the stock market stars of the new year. A major focus is on companies that have not yet been able to confirm their performance on the stock market in the past year.
Read
Commented by André Will-Laudien on December 17th, 2024 | 07:45 CET
Vote of confidence: What is the future of high-tech and crypto? SMCI, Myriad Uranium, MicroStrategy and Palantir in focus
Yesterday, Chancellor Scholz asked the Bundestag for a confidence vote. There were 394 no votes for a continuation of the federal government, thus paving the way for elections in February 2025. How will energy policy, in particular, change? CDU rival Merz wants to tackle the issue by including all available sources. Does that mean a return to nuclear energy? The situation in Germany is dramatic. After the shutdown of seven large power plants in 2024, a new term is making the rounds: 'dark doldrums'. The term describes periods when there is hardly any wind, and the sun does not provide any energy either. The remaining fossil fuel power plants are running at full capacity, fuelled by coal, oil and gas. Internationally, nuclear power has long been recognised as a central energy source, even under the 'NetZero' framework, and the development of new technologies is advancing. What should investors pay particular attention to now?
Read
Commented by Mario Hose on December 16th, 2024 | 12:45 CET
dynaCERT: The growth rocket for 2025 – Why this technology company is now in the spotlight
As 2024 draws to a close, it is worth considering new investments for the future. A successful investment in the technology sector requires a sound strategy, thorough research, and an understanding of the ins and outs of the industry. We have summarized key points for investors to consider in an article on dynaCERT Inc. (TSX: DYA | ISIN: CA26780A1084) following recent positive announcements. The Company is on the road to success and in a market phase that is particularly attractive for growth-oriented investors. The latest updates confirm this assumption and signal future value increases. Find out more in the report.
Read
Commented by Stefan Feulner on December 12th, 2024 | 07:05 CET
MicroStrategy, Thunder Gold, C3.ai – These are the favorites
The 2024 stock market year is coming to an end, and despite all the uncertainties in geopolitics, leading stock indices, Bitcoin, and the precious metal gold are close to their historic highs. While looking at the favorites for the coming year, companies involved in artificial intelligence are expected to continue to perform well. The majority of experts remain bullish on Bitcoin and gold.
Read
Commented by Armin Schulz on December 11th, 2024 | 07:30 CET
Super Micro Computer, Power Nickel, Renk – Cash in on megatrends
Global megatrends such as artificial intelligence, raw materials for green technologies, and defense technologies are fundamentally changing markets and societies – and offering enormous opportunities for investors. Companies that address these trends early on can grow disproportionately in the long term and generate significant returns for their shareholders. These technologies are not only shaping the future but also driving the performance of tomorrow's stock market stars. We look at three companies that are benefiting from these megatrends.
Read
Commented by Fabian Lorenz on December 4th, 2024 | 07:10 CET
CAUTION with Bayer! Is Evotec facing a SLUMP? 123fahrschule stock with 200% POTENTIAL?
After convincing quarterly figures, analysts have reaffirmed their "Buy" recommendations for the 123fahrschule share. The development of the operating cash flow is seen as particularly positive. Revenues and profits are expected to increase significantly in the coming years, with experts estimating the fair value of the stock to be more than 200% above the current level. Evotec remains under pressure. Following the failed acquisition, a board member is now also leaving the Company. Analysts are divided: will the share price rise to EUR 14 or fall to EUR 4? And what is Bayer doing? According to analysts, the shaken pharmaceutical and agrochemical giant is facing a challenging year ahead. Will margins fall again in 2025? Will the share price follow suit?
Read