Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets. In the historic dot.com year 2000, he trained as a CEFA analyst in Frankfurt and has since then accompanied over 20 IPOs in Germany.
Until 2018, he held various positions at banks as an asset manager, capital market and macro expert as well as fundamental equity analyst. He is passionate about the energy, commodity and technology markets as well as the tactical and strategic asset allocation of liquid investment products. As an expert speaker at investment committee meetings of funds as well as at customer events, he can still describe the course of the 1987 crash, one of the major buying opportunities of the last 33 years on the stock market.
Today, he knows that the profit in shares is not necessarily the result of buying cheaply, but above all of avoiding mistakes and recognizing in good time when markets are ready to let air out. After all, in addition to basic fundamental analysis, investing in stocks is above all a phenomenon of global liquidity and this must be monitored regularly.
Commented by André Will-Laudien
Commented by André Will-Laudien on December 23rd, 2025 | 10:10 CET
Top tips for 2026 – Critical metals and armaments! DroneShield, Pasinex, RENK, and Heidelberger Druck in focus
In 2025, there was a pronounced rally in critical metals starting in the summer. This was largely triggered by China, which imposed export restrictions on rare metals and strategic raw materials in response to arbitrary tariff demands from the White House. The metal markets reacted with strong upward movements, and the procurement centers of Western industry reacted even more severely. In view of the needs of the near future, a large number of properties would have to be brought into production in the areas of copper, graphite, lithium, uranium, zinc, and rare earths. However, it takes around 10 years to set up a mine, including all permits and preliminary investigations. Because this is far too long for the current needs, the market is looking at projects that are about to start production or are already producing. We offer a few ideas from the supply chain and potential customers.
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Commented by André Will-Laudien on December 23rd, 2025 | 08:50 CET
Money printing presses unveiled in 2026! Where to invest now? TUI, RE Royalties, Lufthansa, and Airbus
In an inflationary environment, investors are looking for stability. What could be better suited than equity investments that pay high dividends and also follow sustainable principles? RE Royalties operates a successful business model that combines both ideas. The travel industry has also been trying to reduce its carbon footprint for years. How far have efforts to bring about a fundamental change come? TUI, Lufthansa, and Airbus showed decent returns in 2025. But what does the future hold?
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Commented by André Will-Laudien on December 22nd, 2025 | 07:40 CET
Boom 2026 – Energy transition now! Which stocks are convincing in the long term? Power Metallic, Nordex, Siemens Energy, or JinkoSolar
The year is drawing to a close. Will next year see the losers of 2025 really take off? And even more interesting: can the blockbuster stocks from the artificial intelligence, high-tech, big data, and raw materials sectors repeat their historic returns? We think it is wise to expect somewhat lower returns. But here, too, everyone could be wrong. Tesla provides one example. Elon Musk's visionary company is selling fewer and fewer vehicles, and competition is growing. However, with topics such as robotics and autonomous driving, the dazzling founder always has new aces up his sleeve, and the stock keeps rising. We can provide some assistance in the energy sector, but there are also clear overvaluations here.
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Commented by André Will-Laudien on December 22nd, 2025 | 07:15 CET
Mega rally in 2026 with artificial intelligence, chips, and storage solutions: Oracle, Graphano Energy, Broadcom, and Infineon
The year 2025 is drawing to an end. This year, the focus was clearly on the shares of AI providers in the areas of storage solutions, infrastructure, and databases. Investment banks see this sector as a potential driver of rising stock markets in 2026 as well. Will there be a correction in the first quarter? No one knows, because apart from the minor customs uncertainty in April 2025, there has been no serious decline in the international capital markets so far. This is surprising, because inflation remains high, interest rates are rising, and commodity prices are galloping away. These are all indications of higher input prices and falling margins. Which stocks are still making good money?
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Commented by André Will-Laudien on December 22nd, 2025 | 06:55 CET
Will 2026 start with another surge? We evaluate BYD, NEO Battery Materials, and DroneShield
In December, many market participants start thinking about the next investment period – in this case, the year 2026. The 2025 investment year was one of the best periods of the past 20 years for both the DAX and the NASDAQ, with gains of 18.7% and 20.8%, respectively. Even the Trump tariff crash in April was offset entirely within just two weeks. The drivers of the upswing remain the US administration's policy, which is perceived as "supportive," as well as ongoing geopolitical conflicts and still tolerable interest rates between 2.7% (Bund) and 4.0% (USD Treasury) in the ten-year range. For the coming year, some experts expect another wave of inflation, high commodity prices, and rising energy costs. These are all factors that could once again stifle the economic upturn and bring additional volatility to the markets. And let's not forget: AI and defense seem to be at their peak — so who will lead the next revaluation of the stock markets?
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Commented by André Will-Laudien on December 18th, 2025 | 08:00 CET
Silver boom and critical metals on the rise! Keep a close eye on Rheinmetall, Infineon, Hensoldt, and Antimony Resources
International conflicts and competition for physical silver are leading to increasing uncertainty surrounding critical metals. Since the defense industry and the high-tech sector are particularly dependent on intact supply chains, increased volatility is also measurable in these sectors. For risk-conscious investors, the time has come to scan their portfolios for potential risks and, after one of the best upward cycles of the last 20 years, to close one or two doors. We can help with the analysis.
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Commented by André Will-Laudien on December 18th, 2025 | 07:20 CET
Turnaround with a 100% chance in 2026! Novo Nordisk, TeamViewer, Equinox, and Laurion Mineral on the launch pad
The 2025 stock market year did not go well for everyone involved. The stocks in our selection today can tell us a thing or two about how it feels to be at the bottom of the rankings. But sometimes the stock market gets it wrong, because although Novo Nordisk has issued three profit warnings, the Company is still making good money. The situation is similar at TeamViewer, where there have been some disappointments in terms of growth, but the EBIT margin is still above 30%. It is completely incomprehensible that Laurion Minerals is at the bottom of the chart compared to other explorers. The drill results from Ontario show good mineralization values in gold not far from Equinox's Greenstone Mine. With gold prices at USD 4,300, the stock should soon see a surge. We do the math.
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Commented by André Will-Laudien on December 17th, 2025 | 07:25 CET
Can AI extend its marathon into 2026? Broadcom, Oracle, Aspermont, and Alibaba now in the portfolio?
Despite all the doom and gloom, the AI sector could once again perform strongly on the stock market in 2026, as the ongoing investment cycle in AI infrastructure is expected to lead to transformative monetization, according to Wedbush analysts. They anticipate high-tech stocks to gain a further 20%. Fidelity analysts calculate positive earnings growth in the IT sector of around 25%, supported by rising profitability driven by AI. Vanguard expects AI to offset negative shocks and drive US growth above widespread consensus forecasts with an 80% probability, thanks to enormous productivity gains. Only Barclays has recently expressed "bubble fears," deeming the hype overblown. How will it really play out? Here are a few indicators.
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Commented by André Will-Laudien on December 17th, 2025 | 07:00 CET
Year-end rally ahead! Selected positioning for 2026 in Almonty, DroneShield, thyssenkrupp, and TKMS
Incredible volatility at year-end. No surprise - the past stock market year will go down in history as one of the best for the DAX and NASDAQ. And this despite shrinking economic growth and rising inflation. But seasoned investors already know that inflation boosts stock prices, and what drives them even more is defense spending. War is terrible, but it fills the coffers of financiers - led, as always, by the US. Donald Trump likes to sell himself as a peacemaker to the outside world, yet the US remains the world's largest producer of offensive and defensive technology. Business is booming, NATO is among the biggest customers, and demand runs into the trillions. Whether 2026 will continue in the same vein is doubtful, but conflicts at least continue to enable hyperinflationary money printing. As a result, the gigantic debt flywheel spins ever faster – this is how FIAT money systems have functioned for millennia! Where do opportunities lie for risk-aware investors?
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Commented by André Will-Laudien on December 16th, 2025 | 07:20 CET
Impact investing, with super dividends into 2026 – Nike, RE Royalties, Adidas, Puma, and Infinity Development
Impact investing has become increasingly important in recent times as investors increasingly recognize that capital flows generate not only returns but also social and environmental impacts. In light of climate change, resource scarcity, and social imbalances, many market participants are no longer satisfied with using financial metrics alone as a benchmark. Regulatory authorities are promoting this development through stricter ESG requirements and greater transparency requirements for companies and financial products. At the same time, younger generations are demanding that their assets be consistent with their values and have a measurable positive impact. If you are looking for something, you will find suitable investments!
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