geopolitics
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.
Read
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.
Read
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.
Read
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.
Read
Commented by Jens Castner on July 1st, 2026 | 07:15 CEST
Bitcoin to Zero? Lahontan Gold Remains Stable! USD 800 Million Waiting in Nevada
Three of the world's most well-known investors have never been fans of Bitcoin. One of them is now warning that the cryptocurrency could eventually fall to zero. As the digital (so-called) gold substitute comes under pressure, even traditional precious metals are currently experiencing a pronounced phase of weakness. Nevertheless, the share price of an emerging gold producer remains notably stable—and for good reason. Lahontan Gold is on the verge of a potential breakthrough and could remain highly profitable even if the price of gold were to halve. The company is backed by a management team with a proven track record.
Read
Commented by Fabian Lorenz on June 29th, 2026 | 07:15 CEST
Gold at USD 6,000! Analysts Turn Bullish! Lahontan Gold Stock Belongs in the Portfolio
Will the falling oil price fuel a new rally in gold? In recent weeks, inflation fears and the associated concerns about rising interest rates have been among the key headwinds for precious metals. With the expected easing of geopolitical tensions in the Iran conflict, this pressure is now diminishing. Lower energy prices could ease inflation expectations, thereby reducing the likelihood of further rate hikes. Gold has recently defended the USD 4,000 per ounce level and even briefly traded above USD 4,300 on Wednesday. Gold expert Markus Bußler remains bullish, a view that should also support renewed strength in gold equities. Lahontan Gold is in an exciting phase. The company is currently transitioning from explorer to producer—not just anywhere, but in one of the world's most attractive gold mining regions. While preparations for mine construction are underway, the company continues to report positive drill results.
Read
Commented by Nico Popp on June 26th, 2026 | 07:15 CEST
This Investment Scenario Will Last for Years: Tungsten Giant Almonty and the Demand from Hensoldt, RENK, and Others
On January 1, 2027, the US Department of Defense's import ban on tungsten products from China, Russia, North Korea, and Iran will take effect. Because tungsten is considered an almost irreplaceable element in defense technology, semiconductors, and the aerospace industry, this ban is creating significant time pressure across these sectors. At the same time, the EU is also tightening requirements for raw material sovereignty with the Critical Raw Materials Act (CRMA). China is exacerbating the situation with export restrictions on dual-use materials. As a result, the global tungsten market is sliding into a severe structural shortage. We take a look at where the opportunities lie for investors—and which companies to watch.
Read
Commented by André Will-Laudien on June 24th, 2026 | 08:25 CEST
Defense and Critical Metals: New Investment Opportunities! Rheinmetall, Renk, Almonty Industries, and RTX in Focus
Supply Chain Problems! US President Donald Trump has summoned leading defense contractors to the White House because the US is concerned that its missile and ammunition stocks are too low following its involvement in the Iran War, according to the Wall Street Journal. The meeting will focus on how to quickly ramp up production to rapidly replace, above all, Patriot interceptor missiles, Tomahawk cruise missiles, and other critical munitions. Expected participants include Lockheed Martin, RTX, Boeing, L3Harris, Northrop Grumman, and Honeywell Aerospace, among others. The companies have agreed in principle to expand their capacities but are still waiting for the necessary funding and binding contracts. That is precisely where the problem lies at the moment: The US has a debt problem, and without budgetary funds or a congressional agreement on special appropriations, the planned contracts cannot be finalized legally. At the same time, Trump is urging the industry also to use spare capacity from other sectors—such as automakers—for weapons production. Defense seems to be overshadowing all other major issues in the US. The stock market clearly sees things differently! Where do the opportunities lie for investors?
Read
Commented by Matthias Schomber on June 23rd, 2026 | 07:25 CEST
Drones Over Moscow, Trump Threatens Iran Again! Is Lahontan Gold About to Kick Off a Mega-Rally?
Global hotspots continue to burn fiercely, keeping world markets—and stock exchanges—on edge. A massive drone attack on Moscow has paralyzed air traffic and plunged the Russian capital into a state of absolute emergency. At the same time, the fragile peace talks between the US and Iran in Switzerland are on the verge of collapsing after sharp threats from Donald Trump have escalated geopolitical tensions to unbearable levels. In such turbulent, conflict-ridden times, investors usually seek a safe haven. This is precisely where gold once again comes into focus as the ultimate crisis currency and a reliable hedge for investment portfolios. Those looking to strategically position their portfolio now will find an exciting addition in emerging companies such as Lahontan Gold. The company not only boasts solid financials in a top mining-friendly region but may also be on the verge of a massive surge, according to technical analysis—possibly even a 100% gain.
Read
Commented by Fabian Lorenz on June 19th, 2026 | 07:25 CEST
SHOCK at Nel ASA! RELIEF at TUI! OPPORTUNITY for Zefiro Methane!
Shock at Nel ASA. The CEO is stepping down. At the time of his appointment, the share price stood at EUR 1.30. Today it is roughly 80% lower. A price jump as a sign of relief would not have been surprising. Instead, the stock of the former hydrogen high-flyer is continuing to fall. Good reasons for rising prices can be found at Zefiro Methane. Recently, the company secured additional major clients and contracts. It aims to close the fiscal year ending in June with revenue of USD 40 million. Next year, that figure is expected to be significantly higher. Beyond the AI hype, this could represent a very interesting investment opportunity. TUI is likely to be among the beneficiaries of peace in the Middle East. Due to the war with Iran, the tourism group had to revise its forecasts downward in April. This week, the stock is catching its breath.
Read