Monday, Aug. 10

1:50 a.m. | Japan: Current Account and Trade Balance (June)

10:30 a.m. | EU: Sentix Investor Confidence (August)

Tuesday, Aug. 11

4:00 p.m. | U.S.: Existing Home Sales (July)

Wednesday, August 12

2:30 p.m. | U.S.: Consumer Price Index / Inflation (July) 🌶

Thursday, August 13

8:00 a.m. | UK: Gross Domestic Product (Q2, preliminary)

11:00 a.m. | EU: Industrial Production (June)

2:30 p.m. | US: Producer Price Index / PPI (July) 🌶

Friday, Aug. 14

11:00 a.m. | EU: Gross Domestic Product (Q2, preliminary)

2:30 p.m. | U.S.: Retail Sales (July) 🌶

4:00 p.m. | U.S.: University of Michigan Consumer Sentiment (August, preliminary)

4:00 p.m. | U.S.: Business Inventories (June)

$NBIS (-1,68%)
$ASTS (-1,39%)
$CBRS$CSCO (-0,62%)
$AMAT (-1,38%)
$CRWV (-1,34%)
$CAVA
$ABX (-0,35%)
$JD (-0,52%)
$9618 (+0,8%)

$CRCL (-0,17%)
$KSPI (+0,61%)
$MNDY (+0,13%)
$CEG (-0,39%)
$ABX (-0,35%)
$HIMS (-0,3%)
$RGTI (-0,31%)
$BAYN (-1,32%)
$NCH2 (-0,06%)
$IOS (+0,55%)
$MUV2 (+0,47%)
$BNP (-2,73%)
$ENR (-1,03%)
$TKA (-3,12%)
$SE (-2,37%)
$ONON (-0,8%)
$QBTS (-0,7%)
$UA (-0,31%)
$OKLO
$SIE (-2,07%)
$ALV (-1,08%)
$BABA (+0,52%)
$S92 (-1,69%)
$DTE (-0,24%)
$700 (-1,62%)
$NBIS (-1,68%)
$CSCO (-0,62%)
$ONDS (-1,17%)
$KLAR (-0,17%)
$FIG (-0,05%)
$NU (-0,84%)

Hey dear Getquiners, honest question: Do you think gold is crisis-proof?

In this post, I explain why I think gold is one of the worst assets of all and why the "scarcity" on the market is often a lie - because all that glitters is not gold 😉

1. the asset in a deep sleep 😴

Anyone who bought gold at the high in 1980 had to 26 years to get back to zero in nominal terms. Adjusted for inflation, this was a financial disaster. Is an asset really "stable in value" if it takes half a working lifetime to make up for mere losses? After the 2011 high, it also took approx. 9 years (until 2020) until the price broke out sustainably.

2. the gold that wasn't actually there. 👻

Gold is sold as a "limited resource". It has to be painstakingly mined, is physically limited and cannot be conjured up. But what if it is possible on paper?

The Morgan Stanley scandal: In 2007, it came to light that Morgan Stanley had not physically bought or stored gold for many clients at all. The bank only held "paper positions", but still collected the fees for the (non-existent) vault storage. The clients were not holding hard assets, just hot air.

The Bre-X scandal (1997): The company Bre-X Minerals claimed to have discovered the largest gold deposit in the world. Geologists "salted" the drill samples with gold dust (even from their own jewelry!) to keep up appearances. The shares shot up to a value of over 6 billion dollars before everything collapsed.

This begs the question: is the price of gold really linked to physical scarcity, or is it often just a hype chart created by expert opinions and blind bank confidence?

3. the volatility lie: 10% crash in 28 minutes? ⏱️📉

It is often said that gold is so great because it is less volatile. But is that true? Let's jump to January 30, 2026: On this day, gold lost almost 28 minutes almost 7 % of its value in just 28 minutes. Over the entire day, it was around 14 %. Don't even get me started on silver (30% fluctuation... cough).

Another example is the April 12, 2013At that time, sell orders for over 400 tons of gold were placed on the Comex in New York within a very short space of time (approx. 15% of annual global production). Gold plunged in two days by 15,5 % in two days. The absurdity: Not a gram of physical gold was moved. They were pure "paper promises". Someone pressed the sell button without ever having owned the metal.

My conclusion: For me, gold is neither stable nor crisis-proof. It is highly volatile and - most importantly - not protected by financial constructs. not infinitely limited. It can be "printed" on paper as much as you like. That's why it no longer has any real value for me.

What do you think? Would you still buy or hold gold after these facts? Let me know your opinion in the comments and leave a follow for more posts like this. Next, I'll write a post on the biggest gold scandals and show you what I think are the better alternatives! 🚀

Feel free to leave feedback, criticism is also welcome, because that's the only way to learn! 😉

$IGLN (+0,29%)
$4GLD (+0,33%)
$DE000EWG0LD1 (+0,42%)
$NEM (+0,16%)
$GOLD (+1,22%)
$ABX (-0,35%)
$FNV (+0,59%)
$AEM (+0,79%)
$BTC (+0,02%)
#gold

Should there be a military escalation or a direct U.S. attack in Iran (or in the Middle East in general), three sectors typically react most strongly: Defense, Energy (oil/gas), and Safe-Haven Assets (gold/precious metals).

1. Defense Industry (Defense & Aerospace)

This sector benefits directly from expectations of government contracts for ammunition, missile systems, drones, and logistics. U.S. companies are the focus here, but European stocks often follow suit.

$LMT (+0,02%)

$RTX (-0,11%)

$NOC (-0,09%)

$GD (-0,65%)

$RHM (+0,56%)

ETF Option (Broad Diversification):

iShares US Aerospace & Defense ETF (Focus on U.S. defense):

VanEck Defense UCITS ETF.

VanEck Defense ETF: WKN: A3D9M1 / ISIN: IE000YYE6WK5

2. Energy Sector (Oil & Gas)

Iraq is a major oil producer. A conflict in this region immediately fuels fears of supply shortages or blockades (e.g., the Strait of Hormuz). The price of oil (Brent/WTI) usually spikes, which increases the margins of the major oil companies (“Big Oil”).

$CVX (+1,45%)

$TTE (+1,63%)

$OXY (+1,43%)

$SHEL (+1,54%)

$XOM (+1,34%)

Exchange-traded commodities (ETCs) tracking the oil price:

Investors who want to bet directly on the commodity price (Brent Crude Oil) often use ETCs (Exchange-Traded Commodities).

WisdomTree Brent Crude Oil: WKN: A1N49P/M/N / ISIN: JE00B78CGV99

3. Safe Havens (Gold & the Dollar)

In times of military uncertainty, capital flees from high-risk investments (such as tech stocks) into so-called “safe havens.”

Gold: Considered the number one crisis currency.

U.S. Dollar: Often strengthens because it is considered the most stable currency, which in turn can weigh on export-oriented U.S. companies but benefit dollar holders.

$4GLD (+0,33%)

$ABX (-0,35%)

Important Risk Notes

“Sell the News”: Markets often price in conflicts before the first shot is fired. Once the attack actually takes place, it can paradoxically happen that prices (e.g., oil, gold, silver)

fall because the uncertainty has subsided (“Sell on good news, buy on bad news”—or vice versa).

Overall market reaction: While defense and oil stocks rise, broad indices such as the DAX or the S&P 500 often fall initially, as transportation costs rise (bad for airlines like Lufthansa) and consumer sentiment declines.

Political intervention: When oil prices become too high, the U.S. often taps into its strategic oil reserves, which can quickly ease downward pressure on energy stocks.

https://www.b2ms-tickets.de/event/a09613d8-502b-417e-bc69-2c44e2012432

👆🏻👆🏻👆🏻🖕🏻

Get a free ticket (or 3), last year it was sold out.

Motorworld aside you can see what would be in the garage if not invested or if investments pay off and you live .

What happened to the recommended stocks 9 months ago?

While

$P911 (-0,02%)

$9888 (-0,67%)

$9988 (+0,04%)

$MC (-1,87%) and

$META (+0,05%)

ran sideways,

Has one with:

$TTD (+0,14%) Losses and at:

$NEM (+0,16%)

$ABX (-0,35%)

$GOOGL (-0,22%)

$HPQB34

Very strong performance, sometimes over 50% in 9 months!

Who is coming along, or is also going to the Munich Investors' Day?

Good morning, dear community,

After Venezuela, the focus is now shifting to its neighbor. Trump isn’t holding back on threats against Bogotá (keywords: tariffs, payment freeze, anti-drug operations).

Purely hypothetically: If the U.S. were to pursue a strategy in Colombia similar to the one in Venezuela, billions would be at stake. But who would be at the top of the list of winners in the event of a “reshuffle”?

_________________________

1. U.S. oil multinationals as “replacement producers” 🛢️

Should the Colombian state-owned $ECOPETROL come under pressure or be paralyzed by sanctions, the U.S. giants would be ready to fill the gap or take over concessions.

• Chevron $CVX (+1,45%)
& ExxonMobil $XOM (+1,34%)
: Both already have experience in the region. If the regime were to face pressure or if the market were to open up along U.S. lines, they would be the first to secure the Colombian oil fields (one of the largest reserves in South America). The situation is similar in Venezuela.

• Occidental Petroleum $OXY (+1,43%)
: Traditionally well-connected in Colombia—they could benefit massively from a “more U.S.-friendly” policy shift.

_________________________

2. Defense & Surveillance: The “Law & Order” Bet 🛡️🚁

Trump often justifies his threats by citing the fight against cartels. That means: hardware.

• Lockheed Martin $LMT (+0,02%)
: The standard supplier of Black Hawk helicopters, which form the backbone of firefighting and drug interdiction efforts in Colombia. Maintenance contracts and new deliveries would skyrocket in the event of a U.S.-led intervention.

• AeroVironment $AVAV (-0,81%)
: A specialist in drone surveillance. In Colombia’s rugged terrain, reconnaissance drones would be the most important tool in a U.S.-backed strategy.

_________________________

3. Agricultural Giants & Fertilizers ☕🌾

Colombia is an agricultural powerhouse (coffee, flowers, bananas). If Trump threatens tariffs, local companies will suffer—but global traders could benefit:

• Archer Daniels Midland $ADM (+0,34%)
: If local supply chains in Colombia falter, global market prices for certain agricultural products will rise. As a global arbitrage player, ADM profits from this volatility.

_________________________

4. Gold Miners: Safety in Turbulent Times 🏆⛏️

Colombia has vast gold reserves, many of which are located in conflict-ridden regions.

• Newmont & Barrick Gold $NEM (+0,16%)
$ABX (-0,35%)
: Should the political situation in Colombia become unstable, it will drive up the global price of gold (fear premium). At the same time, should the situation later stabilize under U.S. influence, these companies could secure mining licenses in areas currently considered “no-go zones.”

_________________________

5. U.S. Regional Banks in the South 🏦

• Bank of America & Wells Fargo$BAC (+0,12%)
$WFC (-0,03%)
:

In the event of political instability, a great deal of wealth from Colombia immediately flows toward Miami and into the U.S. financial market. This “capital flight” provides fresh deposits and fee income for U.S. banks with strong Latin American operations.

As mentioned at the beginning: This is purely hypothetical. But who can really read the mind of the “Orange Man”? 🍊

What do you think? Are these just empty threats, or might he actually be serious? In any case, violating international law doesn’t seem to be an obstacle for him.

Good morning everyone and a green start to the first full trading week of 2026!

The year is barely five days old and there have already been numerous events around the world.

Probably the most eventful event (can you write it like that? 🤔) is the one at the weekend surrounding Maduro's arrest.

While the oil price remains volatile due to the global oversupply, clear winners are emerging today (05.01.2026) from the US intervention.

1. the "top dog": Chevron $CVX (+1,45%)
🏗️

Chevron is the clear favorite today. As the only US company to remain operational in the country, they have the "first mover" advantage.

If the sanctions are lifted, the billions will flow into repairs first.

_________________________

2. the service giants: SLB $SLB (+0,05%)
& $HAL (+1,4%)
🛠️

No matter who is producing: The plants in Venezuela are dilapidated. Schlumberger is currently benefiting massively from speculation on major technology contracts.

Without Western know-how, Venezuela will not be able to significantly increase production.

_________________________

3. the US refineries: Marathon Petroleum $MPC (+1,62%)
& Valero $VLO (+1,38%)
⛽

The US Gulf Coast specializes in "heavy" crude oil from Venezuela. A return of this oil improves the margins of Marathon Petroleum and Valero massively, as expensive import alternatives are eliminated.

_________________________

4. US defense: Lockheed Martin $LMT (+0,02%)
🛡️

Instead of European second-line stocks, the industry leader Lockheed Martin is moving into focus. The US intervention underlines the military presence in the region. very Such geopolitical tensions secure the group's long-term political backup for defense budgets.

_________________________

5. the "safe haven" effect: gold breaks records 🏆✨

Gold is the absolute rock in the surf today. Due to the uncertainty, the spot price fell by over 2 % upwards this morning and has passed the 4,420 USD per ounce!

- Barrick Gold $ABX (-0,35%)
& Newmont $NEM (+0,16%)
: Mining stocks rally strongly.

- Background: Venezuela is sitting on gold reserves worth around USD 22 billion - the question of who will have access to them is also driving speculation.

_________________________

What's your situation? Have you already invested in one of the stocks? Or are you planning to?

$GLDA (+0,54%)
$4GLD (+0,33%)
$GOLD

As I have mentioned before and as many of you who have known me for a while know, I have been keeping a watchlist for about five to six years, which consists of two parts.

Part 1 includes stocks with current price targets, Part 2 contains all stocks without price targets. Every time a company publishes positive news, makes insider purchases or receives buy recommendations, it collects one point. At the slightest negative news, all points are deleted and the stock is moved to the second part of the list.

There are currently 1,475 stocks in part 1 and 2,229 titles in part 2.

This year I have selected from the top-ranked stocks five model portfolios created. The best portfolio achieved a return of 29 %the weakest was -1,8 %. You can see how the individual stocks performed in the appendix.

Maintaining this list takes about four hours per weekmostly during the commute or as a passenger. Through the use of AI I have been able to optimize this process significantly in recent years.

The development of individual titles is also interesting: the TopValue $ABX (-0,35%) was only ranked 19th last year, 45th in 2023 and 23rd in 2022. This year, the company is currently only ranked 78th.

Overall, this list serves as a decision-making aidespecially when I am undecided about a purchase despite good key figures.

Incidentally, last year $ALV (-1,08%) in 1st place last year and has accordingly gained around 37 % since the beginning of the year.

@DividendenWaschbaer This complicated Excel list

🌟 Gold price soaring

The gold market remains in absolute rally mode. After several days of strong gains, the price remains at an extremely high level - and the jump to an all-time high could happen at any time.

_________________________

💸 Fed interest rate cut boosts precious metals

The latest push is mainly due to the Fed's decision:

• ✔️ Fed rate cut this week
• ✔️ Prospect of continued loose monetary policy
• ✔️ Start of a new bond purchase program (USD 40 billion per month)

The whole thing acts as fuel for gold and silver, as neither yields any current interest - making them particularly attractive in periods of low interest rates.

_________________________

🏅 Gold price scratches the record

• Current price: USD 4,337 per ounce
• All-time high: USD 4,381
• ➡️ Only 44 dollars away!

Three strong trading days in a row have catapulted the market upwards. Silver is also close to its own record.

_________________________

📈 Reasons for the mega rally

Precious metals are a phenomenon in their own right in 2025:

• Gold: +60% since the beginning of the year
• Silver: more than doubled
• Best performance in sight since 1979

The whole thing is driven by:

• ✔️ massive central bank buying behavior
• ✔️ withdrawal of many investors from government bonds
• ✔️ Increasing fear of currency devaluation (debasement trade)
• ✔️ geopolitical uncertainties

_________________________

🔮 Outlook: 2026 could be even hotter

According to market analyst Hebe Chen (Vantage Markets):

• The rally is likely to continue until 2026
• Central banks remain buyers
• ETF inflows pick up speed again
• Fed leaves "unusual room for surprises" - creating more volatility

The World Gold Council confirms:

→ Gold ETF holdings to rise almost every month in 2025

→ Silver additionally benefits from shortages and supply disruptions

_________________________

💹 Market overview (Friday morning)

• Gold: USD 4,337 (+ slightly)
• Silver: USD 63.63 (sideways)
• Platinum: slightly weaker
• Palladium: up
• Dollar index: stable after -0.3% the previous day

$4GLD (+0,33%)
$GLDA (+0,54%)
$GOLD
$GOLD (+1,22%)
$NEM (+0,16%)
$ABX (-0,35%)
$AEM (+0,79%)

Source:

https://finanzmarktwelt.de/goldpreis-nimmt-rekordhoch-ins-visier-fed-sorgt-fuer-auftrieb-373384/?amp