It's always interesting when well-known asset managers, such as Dr. Jens Erhardt, speak.
Dr. Jens Erhardt is a fund manager, asset manager, and publisher of "Finanzwoche" (Financial Week). Today, he is based in Munich, but in the past, he traveled the world with Gunter Sachs, one of his first clients around 50 years ago. During the tsunami disaster in Thailand, he was in the ocean but managed to save himself. Today, he is 82 years old. His advice is to "not strive to be the best in good market phases, but to lose less in crashes and crises" or "one is never safe in the stock market." In the past, according to Erhardt, the Deutsche Mark was strong. When it appreciated against the yen or dollar, profits were often quickly lost.
Today, the ECB is leaning more towards a soft euro, which is good for investors. Because major currency losses are no longer to be feared. Opportunities are good for small and medium-sized companies and therefore often outperform ETFs, which mostly focus on large tech giants. Erhardt himself likes to invest in companies that produce tangible goods and have a stable business. Greed is not a good advisor. He was called "Mister K+S" because he had a strong position in this potash and salt company. And rightfully so, as K+S had held up very well while various internet stocks crashed.
Prices are influenced by factors such as interest rates and monetary policy. Unexpected events that suddenly affect prices, as seen in the pandemic or the Ukraine war, are common. Therefore, safety in the stock market is a tricky matter.
When it comes to potash, there are also exciting companies today, such as Millennial Potash - https://www.commodity-tv.com/ondemand/companies/profil/millennial-potash-corp/ -. In Gabon, Africa, according to the preliminary economic assessment, the company owns a project with robust and economically favorable potential. The potash deposit is high-quality, the infrastructure is good, and the country is mining-friendly.
Currently, no investor can ignore gold and copper, as the chances of profits seem very good. For example, U.S. GoldMining - https://www.commodity-tv.com/ondemand/companies/profil/us-goldmining-inc/ - has gold and copper in its Whistler project in Alaska. Drilling has shown continuous mineralization.
For current company information and press releases from Millennial Potash (- https://www.resource-capital.ch/de/unternehmen/millennial-potash-corp/ -) and U.S. GoldMining (- https://www.resource-capital.ch/de/unternehmen/us-goldmining-inc/ -).
According to §34 WpHG, I would like to point out that partners, authors, and employees may hold shares in the companies mentioned and thus a potential conflict of interest may exist. No guarantee for the translation into German. Only the English version of these news is valid.
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