$HAG (+0,37%) but $RHM (+0,88%) and $R3NK (+0,4%) have not risen that much. I haven't found any news either except that Blackrock seems to have bought shares.
Rheinmetall
Azione
Azione
ISIN: DE0007030009
Ticker: RHM
DE0007030009
RHM
Price
Discussione su RHM
Messaggi
302
2G·
You know Capitol Trades? But you do NOT know Bundestag Trades
And there is a good reason for this. In Germany, the law simply does not stipulate that insider trading by politicians must be made public. In the USA, the reporting limit is only $1,000 - all trades that exceed this value must be published. This doesn't do much good at first, because it doesn't stop members of parliament per se from shamelessly enriching themselves.
In Germany, however, the regulation is even more blatant. Here, politicians are allowed to invest up to 5% of the market cap in a company without having to tell any stupid voters. With a company like $RHM (+0,88%) (which has performed +1650% within a few years), a politician could own share packages worth around 3 billion euros without anyone having the right to even ask questions about bias. By way of comparison, managers are only allowed to make trades of €50,000 per calendar year in their own company without having to make this public.
If you now add general financial law, the limit drops to around 3% of the market cap to really ensure that you remain completely anonymous. That would be around €2 BILLION in Rheinmetall alone. Of course, the limit then applies per company and there are also several defense companies and other interesting sectors, for example in the ... uh healthcare sector ... aren't there?
So while we pathetic little citizens here are struggling to somehow not end this year with a bottomless minus, the decisions about all this are not made by us, but by people who would at least have had the opportunity to become multi-billionaires completely legally and secretly. At least that's exactly what I would have done. And that perhaps also explains why some politicians are fighting with their lives against certain crises ever ending.
2727
7 Commenti
It is simply an absurd loophole in the law Christian Wulff had to resign and step down as Federal President because of a sum of €400.
At the same time, however, it is legal to secretly invest billions in companies whose entire business model is dependent on politics.
At the same time, however, it is legal to secretly invest billions in companies whose entire business model is dependent on politics.
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1Settimana·
🛡️ Security in Uncertainty: Why Defense Stocks are Hedging Portfolios Right Now
The escalating tensions between the USA and Iran have sent ripples through global markets. In times of geopolitical conflict, "Defense" isn't just a sector—it’s often a flight to quality. While traditional aerospace giants focus on the battlefield, a new era of personal security and domestic stability is emerging, making companies like Byrna Technologies (BYRN)more relevant than ever. [1, 3]
The Wartime Investment Thesis:
- Heightened Vigilance: Conflict abroad often leads to increased concern for safety at home. Demand for protection spikes as civilians and security firms prioritize readiness. [1, 2]
- Budget Realignment: Defense spending becomes a non-negotiable priority for governments and individuals alike, providing a "moat" against broader economic downturns. [3]
- The Shift to Modern Solutions: Modern defense is moving toward high-tech, precise, and non-lethal options that fit into everyday life. [4, 5]
🚀 High-Conviction Pick: $BYRN
While the market watches the "Big Defense" contractors, Byrna Technologies is the hidden gem in the non-lethal self-defense space. Here is why BYRN is a strategic addition to a portfolio today:
The Narrative for Growth:
- Redefining Self-Defense: Byrna provides a bridge between high-security needs and everyday accessibility. Their CO2-powered launchers offer a powerful deterrent without the legal and ethical complexities of traditional firearms—a niche that is exploding in popularity during times of social and global unrest. [5, 6]
- Mass Market Expansion: With new leadership and a shift toward aggressive celebrity endorsements and retail expansion, Byrna is moving from a "niche hobbyist" brand to a household name in security. [7, 8]
- The Opportunity Gap: Despite strong fundamentals and growing revenue, the stock has recently traded at levels that don't seem to reflect its long-term disruption potential. This "disconnect" between price and utility is where the biggest gains are often found. [6, 9]
📋 Top Defense Stocks to Watch in 2026
For a diversified approach to the current crisis, consider these leaders:
Lockheed Martin ($LMT (-0,26%)
): The cornerstone of US air superiority; their order books are at record highs. [10, 11]
Northrop Grumman ($NOC (-0,07%)
): Essential for stealth technology and space-based defense systems. [12, 13]
RTX Corporation ($RTX (+0,45%)
RTX): The leader in missile defense systems (like the Patriot), which are critical in Middle Eastern theaters. [14]
Palantir Technologies ($PLTR (+0,81%)
PLTR): The AI "brain" behind modern warfare, helping military intelligence make sense of complex battlefields. [1, 15]
Rheinmetall ($RHM (+0,88%)
RHM): Europe's powerhouse for ammunition and land systems, benefiting from the massive rearmament of NATO. [13, 16]
The Verdict: If you are looking for a play that combines geopolitical resilience with disruptive consumer tech, Byrna (BYRN) is my strongest recommendation. It isn't just a defense stock; it's a "peace of mind" stock in an increasingly volatile world.
44
1Settimana·
Performance since the corona crash exactly six years ago (in euros)
+2.895% Nvidia 🧠
+2.697% Rheinmetall 🧨
+1.418% Broadcom 💻
+1.392% Ethereum 📈
+1,201% Bitcoin 🚀
+1.059% Mitsubishi Heavy Ind. 🇯🇵
+974% Tesla 🚗
+940% Micron 💾
+933% Crowdstrike 🦅
+828% Commerzbank 🏦
+695% Applied Materials 🪞
+685% Hochtief 🚧
+682% Unicredit 🇮🇹
+646% Axon Enterprise 👮
+626% Caterpillar 👷
+569% Eli Lilly 💊
+521% TSMC 🇹🇼
+433% Silver 🥈
+424% ASML 🇳🇱
+407% Alphabet 🔍
+387% Goldman Sachs 🏦
+376% Société Générale 🇫🇷
+363% AMD 💻
+349% Morgan Stanley 💵
+324% Exxon Mobil 🛢️
+320% Deutsche Bank 💶
+279% Apple 🍏
+270% American Express 💳
+265% Meta 📱
+245% Uber 🚖
+232% Munich Re 🧷
+230% Costco 🛒
+228% Nasdaq 100 🇺🇸
+228% Oracle 👩💻
+222% Eni ⛽️
+209% Shell 🇬🇧
+204% Shopify 🛍️
+202% Walmart 🛒
+201% JPMorgan 💰
+196% TotalEnergies 🇫🇷
+189% BNP Paribas
+187% Gold 🥇
+183% Airbus ✈️
+181% Infineon 🇩🇪
+176% S&P 500 🇺🇸
+174% Chevron ⛽️
+173% Carnival 🛳️
+170% Deutsche Telekom 📞
+169% MSCI World 🌍
+168% STOXX Europe 600 🇪🇺
+165% DAX 🇩🇪
+165% FTSE All-World 🌎
+157% RWE ⚡️
+150% Netflix 🍿
+149% Amazon 📦
+145% IBM 💻
+142% Microsoft 🪟
+127% Dow Jones 🇺🇸
>> Which stocks are you invested in and how have they performed?
$NVDA (+0,25%)
$RHM (+0,88%)
$AVGO (+0,75%)
$ETH (+0,9%)
$BTC (+0,3%)
$TSLA (+0,68%)
$MU (+1,85%)
$CRWD (+1,5%)
2424
4 Commenti
1Settimana
Yes, thank you. Now I feel even more stupid for not having started investing during Corona, but only afterwards. XD Because I wasn't brave enough to start at all during a crisis. 🤣
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99
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2Settimana·
Poland is against arms loan
The EU wants to support its member states with arms loans. Poland's nationalist President Karol Nawrocki sees this as a threat to Poland's sovereignty.
The law in question had previously been passed by Prime Minister Donald Tusk's centre-left coalition and was intended to allow Poland to take out loans of 44 billion euros from the EU to modernize and arm its military.
As part of the so-called Safe Program (Security Action for Europe), the EU is offering low-cost loans totalling 150 billion euros to its member states to help them finance increased arms spending in order to arm themselves against a more aggressive Russia.
The SAFE program in Poland becomes a symbol of the conflict between the government camp and the president.
What does this mean for the arms industry?
How do you see the veto?
So long
55
4 Commenti
2Settimana
When "nationalists" / right-wingers see a danger to "their" country, they really always mean Russia ;-)
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2Settimana·
🏰 My cash flow fortress: Why I'm not an "S&P 500 bot"! 🛡️🛢️
While the financial police are still discussing whether 5% gold is too risky and whether it is permissible to own more than one global ETF, I am building my empire of real values. 👊
My portfolio is not a "game of chance", but an asymmetrical bet on reality. Anyone who believes that the world will only consist of tech stocks in the next 30 years has not heard the shot.
Here is my setup (30+ year horizon):
1. Firepower (Defense):
$LMT (-0,26%) & $RHM (+0,88%) . 🔫 Anyone who bets on peace is brave - I'm betting on the defense budgets of the next 20 years. State treaties are the safest dividends in the world.
2. The lungs (infrastructure/energy):
$NEE (-0,12%) , $ENB (-0,7%) & $ENR (+3,28%) . ⚡ Without electricity there is no AI (hello to your tech ETFs!) and without pipelines there is no heating. Real assets that you can touch.
3. The monthly cash engine (income):
$MAIN (+0,52%) , $O (-0,01%) & $JPEQ . 💸 While you hope for a return once a year, my securities account pays me every month my bills every month. Cash flow is freedom, book value is just a number on the screen.
4. The safety belt (tangible assets/gold): Yes, I own "useless rocks". Why? Because gold hasn't fallen to zero for 5,000 years - your currencies have.
5. The spearhead (crypto): My TradFi block secures my existence, crypto secures my leap in wealth. Anyone still shouting "scam" in 2026 has slept through the blockchain revolution. 🚀
To all ETF ultras: Have fun with your 7% returns in 40 years. I take the shortcut via direct cash flow and real systemic relevance. My goal is not to "beat the market", but to become to become independent of the market.
Who is with me? Who is also betting on cash flow instead of hope? 👇
#EierAusStahl
#CashflowIsKing
#DividendenStrategie
#KryptoHedge
#TradFi
#GetQuinCommunity
3333
60 Commenti
2Settimana
Will your companies still exist in the empire of real values in 30+ years?
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1414
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4Settimana·
🌍 Middle East escalation moves the markets - capital flees to security & defense
The military escalation between the USA, Israel and Iran is causing strong market movements worldwide. Investors are shifting out of cyclical sectors and into security, energy and defense.
_________________________
Bitcoin $BTC (+0,3%) shows surprising stability
- 📈 In the meantime +8,1 %
- 💰 Just over 70,000 dollars
- Stabilization at around 69,000 dollars
Despite geopolitical risks, Bitcoin is apparently being used as a liquidity parking lot in the short term. At the same time, volatility remains high - further escalations could trigger new spikes.
_________________________
🛢 Oil prices up significantly
- Brent: + just under 6 %
- WTI: + a good 5 %
- In the meantime even +13 %
According to the report, the USA is currently no release from the strategic oil reserve. The market is still considered to be supplied, but the situation remains tense.
_________________________
🏦 Banks under pressure
The European banking index loses around 3,5 % - sharpest decline since April 2025.
Particularly affected:
- HSBC - $HSBA (+1,62%)
- Barclays - $BARC (+0,97%)
- Standard Chartered - $STAN (+2,75%)
- Deutsche Bank - $DBK (+1,61%)
- BNP Paribas - $BNP (+1,42%)
- BBVA - $BBVA (+0,62%)
- Commerzbank - $CBK (+2,5%)
In the USA also weaker until the US opening:
- Bank of America - $BAC (+0,29%)
- Citigroup - $C (+0,67%)
Reason: Strong Middle East business of many institutions and general risk aversion of investors.
_________________________
✈️ Travel industry collapses
High oil prices and uncertainty weigh heavily on tourism stocks:
- TUI - $TUI1 (+2,49%) (-11 %)
- Lufthansa - $LHA (+3,13%) (-11 %)
Flights to the region are canceled, travel offers suspended. Investors fear rising costs and falling booking figures.
_________________________
💎 Luxury stocks clearly in the red
The European luxury index loses almost 4 %.
Strongly affected:
- Richemont - $CFR (+1,15%)
- Swatch - $UHR (+0,59%)
- LVMH - $MC (-0,44%)
- Hermès - $RMS (+0,75%)
- Kering - $KER (+1,63%)
- Brunello Cucinelli - $BC (-0,4%)
- Moncler - $MONC (+0,54%)
- Ferragamo - $SFER (+0,21%)
Background:
Luxury is heavily dependent on global travel. Capital flows out of cyclical stocks.
_________________________
🛡 Defense stocks as clear winners
Geopolitical tensions drive up defense stocks:
- BAE Systems - $BA. (-0,35%)
- Lockheed Martin - $LMT (-0,26%)
- RTX - $RTX (+0,45%)
- Kratos - $KTOS (+2,2%)
- Hensoldt - $HAG (+0,37%)
- Leonardo - $LDO (+1,62%)
- Renk - $R3NK (+0,4%)
- Rheinmetall - $RHM (+0,88%)
Partial price increases of 3-6 %.
The focus is particularly on missile defense systems and possible increases in defense budgets.
_________________________
🚢 Shipping companies benefit
Transport values increase due to detour (avoidance of Hormuz, Suez Canal & Bab al-Mandab):
- Maersk - $MAERSK A (-1,92%)
- Hapag-Lloyd - $HLAG (-2,65%)
- Torm - $TRMD A (-0,08%)
- Frontline - $FRO (-0,27%)
- Hoegh Autoliners $HAUTO (+1,09%)
Reason: Shortage of transport capacity and speculation on rising freight rates.
_________________________
🥇 Gold in demand
- Gold price: +2,5 %
Profiteers in mining stocks:
- Evolution Mining - $EVN (+6,44%)
- Northern Star - $NST (+4,21%)
The sector has been showing relative strength for several days.
$4GLD (+1,44%)
$GOLD
$GOLD (-0,58%)
_________________________
📊 Market logic clearly recognizable
Winner:
🛡 Armaments
🚢 Shipping companies
🥇 Gold
₿ Bitcoin (short-term)
Losers:
🏦 Banks
✈️ Travel
💎 Luxury
_________________________
🔎 Conclusion
The market reaction follows the classic pattern of geopolitical crises:
- Risk is reduced
- Capital seeks security
- Energy prices rise
- Defense stocks benefit
The decisive factor remains whether the situation eases diplomatically - or escalates further.
_________________________
Source:
Reuters: Anleger greifen bei Bitcoin als "Fluchtvehikel" zu (Via TradingView)
de.tradingview.comAnleger greifen bei Bitcoin als "Fluchtvehikel" zu
2222
2 Commenti
4Settimana
Nice summary of the trading day. $HAUTO is also one of the winners of the last few days.
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44
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1Mes·
Rocket Lab vs. Rheinmetall 🚨
Last year, Rocket Lab $RKLB (+0,9%) announced its intention to acquire the German company Mynaric. Mynaric produces specialty lasers for space applications, but they ran into financial difficulties, which ultimately led to the acquisition by Rocket Lab. This is a very relevant acquisition for Rocket Lab, especially with regard to its future Space Services business (commercialization of satellite constellations).
However, the acquisition has still not been approved by the Ministry of Economic Affairs (required due to dual-use). As Mynaric's technology is not only economically but also militarily relevant, the decision-makers are probably hesitant. The current relationship with the USA, where Rocket Lab has its headquarters despite its New Zealand roots, is certainly not very conducive either.
Now, however, the tide is turning, but not in Rocket Lab's favor. According to media reports, Rheinmetall $RHM (+0,88%) is also interested in acquiring Mynaric and may already be in negotiations. Rheinmetall is apparently already emphasizing behind closed doors that a "national solution" should be preferred.
Now to my opinion: I think it is right and urgent that the takeover of Mynaric by Rocket Lab is not approved. It is the right decision to integrate this technology into Germany's largest defense company, not only to ensure our security in geopolitically heated times, but also to build a national space champion. It is the right decision for Germany, which is why I also believe that the Ministry of Economics will decide accordingly. Of course, it is possible that the takeover will still succeed with massive concessions, but only time will tell.
Since Rocket Lab is my largest and most successful position in the portfolio, it is difficult for me to speak out in favor of Rheinmetall in this matter, but I am not only a shareholder, but also a resident of this country, which is why I have made this decision. For Rocket Lab, the failure would be a very bad signal, as Mynaric has been an important part of their space services strategy. Of course, there are still many reasons for Rocket Lab and I remain optimistic about its future. We will probably find out how this story ends later this year, but I would like to see Mynaric stay in Germany.
4545
1 Commento
I agree. If there is a European interested party, key technologies should remain in European hands!
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77
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1Mes·
EU Commission approves NVL takeover
Rheinmetall: EU Commission approves takeover of Lürssen naval division | INDUSTRIEMAGAZIN https://share.google/XlxHcpHdJQeyPiP3t
industriemagazin.atINDUSTRIEMAGAZIN | Rheinmetall: EU-Kommission genehmigt Übernahme der Lürssen-Marinesparte
1414
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