armaments
Commented by Stefan Feulner on October 2nd, 2023 | 08:10 CEST
Rheinmetall AG, Almonty Industries, Commerzbank - A run-up to the end of the year
After a strong first half, the stock markets corrected in the third quarter, driven by continuing risks such as high inflation, rising interest rates and the weakening economy with existing recession scenarios. The commodity markets were also unable to decouple themselves from this. Nevertheless, there are opportunities for a year-end rally in the final quarter.
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Commented by Stefan Feulner on September 25th, 2023 | 08:10 CEST
Shell, Hard Value Fund, Rheinmetall - All for performance!
Sustainability is a significant and important topic. Due to recent developments, it is often associated with the environmental and social sustainability of financial products. However, investing purely based on these two criteria can cost investors dearly. For example, global leaders in the hydrogen sector, such as Plug Power, lost around 90% of their value within two years, while wind turbine manufacturer Nordex experienced a peak decline of around 70%. In contrast, fossil fuel producers such as Shell, BP and Exxon enjoyed a boom and were able to multiply their share prices over the same period. Whether investments should, therefore, be made exclusively in ESG-compliant stocks is more than questionable from a return point of view because many companies do not yet offer one thing: financial sustainability.
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Commented by Stefan Feulner on September 20th, 2023 | 07:40 CEST
TUI, Desert Gold, Rheinmetall - Is the next upward wave coming?
Today is the day! Once again, the Federal Reserve Bank will tip the scales. Is there another interest rate hike, or, as the consensus expects, will the US central bank pause until further notice? In addition to the actual interest rate step, the markets also react to the statements of the FED members, in which direction they tend in the coming months. Many anticipate an end to the strict monetary policy and see the high interest rate level wavering due to the increased risks of a recession.
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Commented by Stefan Feulner on September 8th, 2023 | 07:00 CEST
Meeting climate goals in conflict: Who benefits from China's raw materials dominance? Rheinmetall, Defense Metals, BYD
In the ambitious pursuit to meet climate targets, both political and economic players are taking a risky step. The rapid shift away from fossil fuels in favor of alternative energy sources is leading to a marked increase in the consumption of metallic raw materials that are essential for building renewable and energy-efficient systems. In particular, copper, cobalt, nickel and rare earths, whose imports come mainly from China, are experiencing rising demand. Moreover, with the outbreak of the conflict in Ukraine, the defense industry's interest in these resources is intensifying. Producers of critical metals outside of China could emerge as winners in this development.
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Commented by Stefan Feulner on August 22nd, 2023 | 07:30 CEST
Full speed ahead - Continental, Globex Mining, Rheinmetall
Jackson Hole casts its shadow ahead. On Thursday, leading central bankers, including ECB Chief Christine Lagarde, will meet again to discuss the further interest rate strategy, taking into account the current inflation figures and the still looming recession. Positive signals concerning an easing of monetary policy could thus help the markets back into rally mode.
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Commented by Stefan Feulner on August 9th, 2023 | 08:40 CEST
BYD, Defense Metals, Rheinmetall - Rare opportunities
In the race to meet climate targets, both politics and business are entering uncharted territory. The rapid departure from fossil fuels calls for alternative energy sources, increasing dependence on metallic raw materials, especially copper, cobalt, nickel and rare earth metals. But these essential resources, predominantly sourced from China, pose not only economic but also security challenges for the West, as they also play a key role in armaments.
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Commented by Stefan Feulner on July 20th, 2023 | 07:30 CEST
Rheinmetall, Viva Gold, Palantir - Unstoppable
Remember the stock market adage, "Sell in May and go away"? Those who would have said goodbye to the stock market this year would have missed out on a lot. Driven by AI hype, the Nasdaq technology exchange alone rose by almost 25%, while the S&P 500 climbed by around 13%. The crypto and precious metals markets also ended their winter hibernation and are on the verge of striking buy signals.
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Commented by Stefan Feulner on July 12th, 2023 | 07:35 CEST
This news drives share prices - Nordex, Globex Mining, Rheinmetall
There is continued growth in sales figures for electric vehicle manufacturers and an increasing order backlog for renewable energy and defense industry companies. Several companies have recently surprised positively, which should have a long-term impact on the previously weakened stock prices. Due to the growing demand for critical raw materials, the mining companies concerned should also be able to achieve new highs.
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Commented by Nico Popp on July 3rd, 2023 | 08:15 CEST
Norway plans rare earths coup - but at what cost? Rheinmetall, Mercedes-Benz, Defense Metals
Tanks are rolling through Europe once again. Since February 24, 2022, the Ukraine war has kept the world on edge. But even on Germany's roads, vehicles weighing several tons are rolling around in the form of SUVs. While in China, a 700 kg city runabout is winning the hearts of customers, in Germany, even the lower middle class like to show off. Today we look at what this means for the hunger for critical raw materials, why Norway now wants to mine rare earths at the bottom of the sea, and what promising land alternatives exist.
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Commented by Stefan Feulner on June 26th, 2023 | 08:50 CEST
Best conditions for a summer rally - Defence Therapeutics, SMA Solar, Rheinmetall
The German stock market reflects the current weather situation - bright to cloudy, with occasional dark clouds moving in, bringing thunderstorms and heavy rain. In the past few days, lightning struck companies such as Helma Eigenheimbau, Siemens Energy and Lanxess, which was reflected in price losses of well over 10%. Other companies were spared from the storm front and should continue to enjoy their place in the sun due to the positive news.
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