geopolitics
Commented by Stefan Bode on July 21st, 2026 | 07:50 CEST
Weak Trading Week, Strong Banks, and an Interesting Oil Services Company – Bank of America, IBM, J.P. Morgan, Zefiro Methane
The past trading week, from July 13 to 17, 2026, was marked by strong quarterly results from major US banks, rising oil prices, and growing nervousness in the stock markets. While the S&P 500 lost about 1.2% and the Nasdaq fell 3%, several bank stocks managed to outperform the weak broader market. This week, investors are likely to focus once again on oil prices, as the US military campaign in Iran and Ukraine's attacks on Russian oil refineries continue to tighten energy markets. Higher oil prices increase costs across the entire value chain, raising the prospect of stronger inflationary pressures in the months ahead. Read on to find out who is still profiting in this environment.
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Commented by Matthias Schomber on July 17th, 2026 | 07:15 CEST
Crash Risk or Buying Opportunity? SpaceX Slides, BMW Eyes a Rebound, and Desert Gold Shines on the Charts
The situation in the Middle East has continued to escalate, with attacks around the Strait of Hormuz driving up oil prices. Brent crude has recently climbed to around USD 85 per barrel, adding another layer of uncertainty to global financial markets. For investors searching for opportunities in the current environment, it is important to look beyond individual stocks and keep a close eye on geopolitical developments. In this article, we examine three companies from very different sectors and highlight where potential opportunities may be emerging. First, we look at BMW, whose shares are currently trading at what many consider an attractive valuation and may be positioned for a rebound. We also examine SpaceX, whose stock has entered what many investors would describe as crash territory, with the share price falling below its IPO level. Finally, we turn to Desert Gold Ventures, a small West African gold explorer that has continued to make steady operational progress largely independent of broader market turbulence—and largely without attracting much attention. Could this overlooked company represent a significant opportunity for investors?
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Commented by Armin Schulz on July 16th, 2026 | 07:20 CEST
Antimony as the "Invisible Glue" of Industry and Defence: Antimony Resources, BASF, and Lockheed Martin
Created and published on behalf of Antimony Resources Corp.
A relatively unknown semimetal that for decades remained in the shadow of the commodity giants has suddenly emerged as the strategic nerve center of Western industry. Antimony is essential for flame retardants in electronics, heat-resistant cables in fighter jets, and modern battery systems; without this material, key technologies cannot be produced. When China effectively halted exports in December 2024, this catapulted the price of antimony skyward in a very short time and exposed a critical dependency. As the West searches for alternative supply chains, established corporations are coming under pressure. That is why today we are taking a closer look at the up-and-coming antimony producer Antimony Resources, the industrial conglomerate BASF, and the defense contractor Lockheed Martin.
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Commented by Jens Castner on July 14th, 2026 | 07:40 CEST
ESCALATION IN THE STRAIT OF HORMUZ: OCCIDENTAL, VOLATUS AEROSPACE, AND PALANTIR IN THE CROSSHAIRS OF STOCK MARKET TRADERS
Hopes for a ceasefire between the US and Iran were premature: peace talks have been put on hold. Instead, the conflict over the Strait of Hormuz is escalating once again—with attacks on tankers, US sanctions against Iranian oil, and retaliatory strikes on both sides. Investors would therefore be wise to take a look at three stocks from three completely different industries, each reflecting a different stage of the same crisis: the oil and gas company Occidental Petroleum as a direct play on energy prices; the Canadian drone specialist Volatus Aerospace, which is benefiting from growing demand for military hardware; and the software manufacturer Palantir, which illustrates where the real value growth is shifting in the age of AI-driven warfare.
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Commented by Stefan Feulner on July 10th, 2026 | 07:35 CEST
Almonty Industries, DroneShield, Thales: Three Companies Benefiting from the Global Arms Race
Global defense spending is rising to record levels, fueling a long-term investment boom. It is no longer just traditional defense contractors that are benefiting from this trend. At the same time, the supply of strategic raw materials is becoming a critical bottleneck. Metals, which are indispensable for precision weapons, semiconductors, aerospace, and modern defense systems, are becoming increasingly important. Those who can secure Western supply chains in the future or possess key technologies have the potential to be among the biggest winners of this geopolitical turning point.
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Commented by Matthias Schomber on July 10th, 2026 | 07:20 CEST
Missiles in the Middle East! War Fears Push Oil Prices Higher, Xiaomi and BYD Battle for Market Share – Is This dynaCERT's Moment?
The global geopolitical situation remains tense. The ceasefire between the United States and Iran has effectively collapsed. The night before last, US forces once again struck around 90 targets in Iran, and Tehran responded with attacks on US bases in Bahrain and Kuwait. The Strait of Hormuz, one of the world's most important oil transport routes, is once again nearly at a standstill, and oil prices are rising noticeably. Amid this tense environment, a power struggle of its own is raging on the stock markets. While Asian heavyweights like Xiaomi and BYD are poaching customers from one another in a ruthless price war, investors are also turning their attention to smaller companies that could benefit from rising oil prices. One such company is Canadian cleantech firm dynaCERT, whose emissions-reduction technology appears well aligned with current market trends. From a technical perspective, the stock is also approaching an important inflection point. Today, we take a closer look at three very different stocks: BYD, Xiaomi, and dynaCERT.
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Commented by André Will-Laudien on July 10th, 2026 | 07:10 CEST
Swinging Up and Down – Will 2026 Bring More Record Highs? Rheinmetall, TKMS, Kobo Resources, and Hensoldt
The conflict in the Middle East has intensified once again. Efforts to reach a lasting agreement have so far failed, and a ceasefire based on a Memorandum of Understanding (MoU) proved short-lived. Just days after it was announced, reports of renewed attacks on ships in the Strait of Hormuz and on critical energy infrastructure in the Gulf region have once again heightened geopolitical tensions. For oil prices, this is a bullish factor; for the stock market, it means yet another period of heightened volatility with sharp initial losses followed by recovery rallies. Yesterday, Germany's DAX 40 index climbed back above the key 25,000 mark, while defence stocks that had previously come under pressure moved back into the spotlight. At the same time, gold and silver prices weakened, possibly reflecting renewed liquidity pressures in global financial markets. The evolving market dynamics warrant a closer look.
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Commented by Matthias Schomber on July 9th, 2026 | 07:30 CEST
Gold Amid Crises and War: Is Lahontan Gold the Answer to Trump's NATO Upheaval? Breakout Ahead?
The world is in a state of heightened tension. The grinding war in Iran has reached its 100th day, further disrupting already fragile global energy markets. At the same time, political tensions are escalating at the NATO summit in Ankara, Türkiye, where US President Donald Trump is once again forcefully demanding greater financial contributions from European allies. During the summit, Trump has also ordered additional military strikes in the Middle East, further rattling investor sentiment. Even the devastating war in Ukraine has, to some extent, been overshadowed by the broader geopolitical turmoil. Investor uncertainty is rising sharply, and risk premiums—including higher oil prices—are climbing across global markets. In times of such extreme uncertainty, investors are looking for reliable ways to protect their portfolios. Gold has once again moved into the spotlight as a traditional safe-haven asset and an important diversifier during periods of geopolitical and economic stress. Against this backdrop, junior gold companies are also attracting renewed attention. One company that is increasingly standing out is Lahontan Gold. The Nevada-focused explorer is emerging as an interesting company to watch, backed by attractive projects, a well-funded balance sheet, and steady operational progress. If the favourable environment for gold persists, the company could offer investors exposure to a sector that has historically benefited from periods of heightened uncertainty.
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Commented by Armin Schulz on July 9th, 2026 | 07:20 CEST
Iran War, Oil Price Shock & Inflation: Is Now the Right Time to Invest in Newmont, DRC Gold, and Agnico Eagle?
A recent escalation of tensions between the US and Iran has fueled geopolitical conflicts and once again brought the gold market into the spotlight. As oil prices rise and inflation expectations follow suit, gold is once again becoming an attractive "safe haven" for investors. Investors are primarily asking whether the historic highs recorded in January can be reached again and which companies stand to benefit the most in this volatile situation. A closer analysis of the strategic positioning of Newmont, DRC Gold, and Agnico Eagle could provide some answers.
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Commented by Armin Schulz on July 6th, 2026 | 07:30 CEST
Forget Short-Term Hysteria—Win Long-Term with Rheinmetall, Almonty Industries, and RTX
After a breathtaking rally, defense stocks have come under pressure. Hopes for peace, profit-taking and new competitors have driven prices into a recent correction. For short-term-minded investors, this may look threatening, yet the structural drivers – depleted arsenals, aging systems and Europe's push for military sovereignty – remain intact. The current markdowns resemble a technical breather rather than a break in the trend. It is precisely this discrepancy between short-term volatility and long-term necessity that opens an entry window for strategic investors. This is the moment to set your sights on companies with thick order books and systemic relevance. While Rheinmetall benefits from Europe's rearmament, Almonty Industries, as a tungsten supplier, secures critical raw materials for production, and the US group RTX delivers technological superiority in aviation, drones and cyber defense.
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