Trading Room Notes
Hypoport: Winner of Declining Interest Rates. Dr. Klein Reports Very High Financing Inquiries!
The yields of 10-year bonds are coming back. After rising to 2.85% in March due to the German special...
MP Materials: The USA Wants to Stockpile More Rare Earths!
In the USA, producers of rare earths are coming into focus. Through an Executive Order, Donald Trump...
Intel Sells 51% of Altera to Silver Lake. Streamlining of Corporate Structure and Intact Comeback Story!
As part of the restructuring and a future-oriented positioning, Intel (i) (INTC) has been in discussions...
2G Energy is Taking off. Why Business Will Revive and Growth Acceleration Will Start in 2025!
Our model portfolio stock 2G Energy (i) (WKN A0HL8n) is set to rise by over 6%. This has even more than...
Süss Microtec: its Customer TSMC Aims to Expand Faster in the USA. Chip Equipment is Temporarily Exempt From Tariffs!
Over the weekend, there were reports in the USA that tariffs on smartphones, laptops, and chip equipment...
Robinhood Markets: Is the Chart Breakout Coming now? Six Aspects in Favor of the Stock!
The stock of Robinhood (HOOD) is in our US model portfolio, and we are convinced by the story. A new...
Sportradar is Facing a Multi-Year Growth Cycle Thanks to the Booming Sports Betting Market. Top Breakout Candidate!
Sportradar (SRAD) is one of the new leader stocks that does not come from a defensive sector. It is...
IONOS is in a Bullish Mode. A new Chart Breakout is Underway From the Beneficiary of Digital Sovereignty!
IONOS (i) (WKN is trying to break through €27 and could break out. The candles clearly show that there...
Scout24: The Leader Stock Benefits From the Revitalization of the Real Estate Market. Network Effects Have Created a Strong Market Position!
Scout24 (WKN A12DM8) is the company behind ImmoScout24, the largest platform for real estate listings...
The Gold Price Continues to Soar. The Gold Mining Stock Kinross Gold is Heading for the 52-Week High!
The gold price remains a favored asset class. Although there is a first easing in the trade war, gold...
The Housing Construction Turbo Will Start Within 100 Days. Strong Order Intakes Await Sto VZ at the end of 2025 and 2026!
In the TraderFox model portfolio, we are already betting on Sto VZ (i) (WKN 727413) as a potential beneficiary...
Vossloh: Top Beneficiary of Infrastructure Investments in Germany!
Vossloh (ISIN DE000766710) is one of the biggest beneficiaries of a new coalition between the Union...
Salzgitter: Here's why This Cyclical Stock is Becoming a top Favorite Thanks to the Coalition Agreement and Tariff Reductions!
Salzgitter (i) (WKN 620200) has excellent chances of becoming a favorite among cyclicals for several...
Coalition Negotiations Completed - Industry Electricity Price Coming. Salzgitter, Which has a low P/S Ratio, is Building up Price Strength!
The Union and SPD have agreed on a coalition contract. The electricity price package is intended to ensure...
Sportradar is a new Leader Stock - Independence From Tariffs and a Beneficiary of the Sports Betting Boom!
In the USA, the search for new favorites that could be independent of the trade war begins. A new leader...
Jungheinrich: Is the Acquisition of Storage Solutions Group in the U.S. Paying off now?
Donald Trump aims to strengthen domestic production with his tariff policy. Therefore, tariff deals will...
How Teradyne and Tractor Supply Could Benefit From Trump's Tariff Deals!
Donald Trump currently has two objectives with his tariff deals. First, tariffs and trade barriers should...
Dollar Tree: This Could Be a Potential Winner in an Environment of Rising Retail Prices with a 50% Upside Potential!
On Friday, April 4, 2025, noticeable reversal movements occurred in the USA despite the sell-off in US...
Energiekontor and Zeal Network: Not Affected by Tariffs!
After the "Black Monday" on April 7, 2025, with a DAX drop of -10%, the market may start to differentiate....
Super Micro: Expanding Production in the USA and Likely a Winner of the Tariffs!
The stock of Super Micro (SMCI) is faring quite well in the trade war. In recent days, it hasn't been...
DR Horton: The Fantasy of Interest Rate Cuts is Getting US Home Builders Started. The Stock has a P/E ratio of 10!
In the USA, the fantasy of interest rate cuts is increasing. There could be four steps instead of two...
MP Materials: Beneficiary of China's new Countermeasures on Rare Earths as a Response to Donald Trump's Tariff Hammer?
Donald Trump increased tariffs on imports from China this week from an already 20% to 54%, an increase...
Vonovia: Why the Real Estate Stock is Suddenly Taking Off!
Donald Trump's tariff hammer has been causing global stock markets to crash since Thursday. However,...