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 July 16th, 2026 | 07:30 CEST
Defence or Artificial Intelligence? On the Hunt for Blockbusters with Rheinmetall, Hensoldt, Strategic Resources, and TKMS
The market is becoming increasingly concentrated. Despite fresh record highs in July, the number of true winners can almost be counted on one hand. The strongest performers continue to be a select group of high-tech and AI stocks, while semiconductor shares are already beginning to lose momentum. Meanwhile, oil and gas stocks are picking up speed again, while the long upswing in the defence sector that began in 2022 appears to be running out of steam. As a result, many defence companies ranked among the worst-performing stocks during the first half of the year. Now the summer slowdown has arrived, and even a potential interest cut by Fed Chair Kevin Warsh is unlikely to lift sentiment. The reason is straightforward: inflation remains stubbornly high, hovering around the 4% mark in the US for an unusually long time. President Donald Trump had hoped that replacing Jerome Powell would pave the way for lower interest rates, but those expectations now appear increasingly unrealistic. Then there is the tariff setback, which is costing US taxpayers another USD 100 billion. In short, the warning signs of a broader market correction are becoming increasingly difficult to ignore. For active investors, the only real question is when, not if. Against this backdrop, we take a closer look at the battered defence sector in search of the next potential blockbuster investment.
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Commented by André Will-Laudien on July 15th, 2026 | 11:00 CEST
Sharp Swings in the Life Sciences Sector: Bayer, Vidac Pharma, BioNTech, Moderna, and Evotec in the Spotlight
Things are really heating up here! Cancer research is currently undergoing a historic turning point thanks to the convergence of cell analysis and digital precision. With a new management team, BioNTech is attempting to transition its revolutionary mRNA platform from COVID-19 to personalized cancer vaccines, while Bayer is strategically focusing on next-generation targeted radionuclide therapies. In the agricultural sector, the first signs of relief are finally emerging, as glyphosate is now being negotiated at the supranational level and has been classified as non-harmful by US authorities. At the same time, drug discovery company Evotec is grappling with a new revenue warning—and this one is particularly severe. Vidac Pharma is also coming into focus as a highly specialized innovator by blocking cancer metabolism to decisively manipulate the tumour microenvironment. These four distinct approaches impressively demonstrate that the victory over cancer no longer lies solely in traditional chemotherapies, but rather in highly specialized biotech companies and data-driven alliances. With so much news on the table, volatility is sure to follow.
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Commented by André Will-Laudien on July 15th, 2026 | 08:25 CEST
Booming Energy Markets: News Boosts dynaCERT, While Siemens Energy, Nordex, Rheinmetall, and ITM Power Enter a Consolidation Phase
The Iran conflict is once again dominating headlines, drawing renewed attention from capital market participants to alternatives to oil and natural gas. And the trend is moving in the wrong direction. Brent crude, the world's most widely traded oil benchmark, has surged another 20% in just three days, putting alternative energy technologies back into focus. Business momentum is becoming increasingly tangible for hydrogen specialist dynaCERT, which is now rolling out its emerging markets strategy through Vietnam. Meanwhile, Siemens Energy is fighting to hold the EUR 150 level, while Nordex has been unable to maintain support at EUR 40. At the same time, former market favourite ITM Power is experiencing a full-scale sell-off, while Rheinmetall is once again moving into the spotlight. With so much happening across the sector, investors are facing a market in motion—and a broad range of opportunities. We take a closer look.
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Commented by André Will-Laudien on July 14th, 2026 | 07:30 CEST
Target: USD 6,000 - Investment Banks Are Betting on Gold! Lahontan Gold Is on the Verge of a Decisive Turning Point in Nevada
Nothing is as difficult as predicting the price of gold. There are too many factors influencing the precious metal, and a handful of reasons why it belongs in every investment portfolio. Today, gold is shifting from its traditional role as a diversification tool to becoming the central currency of a new era marked by geopolitical conflicts, tensions in the monetary system, and rampant speculation. When asked, the bullish divisions of investment banks say, "USD 6,000 per ounce is not the end—it is just the starting point." For once, Deutsche Bank, Société Générale, and JPMorgan are all on the same page, forecasting prices of USD 6,000 to USD 6,300 per ounce by the end of 2026. This is a clear signal, as the rally has once again rebounded significantly from the recent high of around USD 5,400 following the sideways consolidation since January. Furthermore, US fiscal policy continues to put pressure on the dollar, and geopolitical risks are increasingly seen as anything but "temporary." In the second tier are Goldman Sachs, Morgan Stanley, and Citi, with forecasts of USD 5,400 to USD 5,700 per ounce. From today's perspective, that is still 30-40% higher. Producers, asset managers, and retail investors are gradually adjusting to a new price level, convinced of the potential for active returns. Gold is therefore not just a commodity, but a geopolitical store of liquidity and confidence. What is next?
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Commented by André Will-Laudien on July 13th, 2026 | 07:50 CEST
The Unexpected Lithium Rally 2.0: Mercedes, Porsche AG, Rock Tech Lithium, and BASF in Focus
It has finally happened! The looming global power shortage is unexpectedly becoming a massive catalyst for a new boom in the commodities market, once again propelling lithium stocks into the spotlight. The renowned Fraunhofer Institute has reached the clear conclusion that European demand for high-purity lithium hydroxide will increase sixfold by 2030. Analysts explicitly emphasize that only companies with closed, regional supply chains will be able to successfully circumvent the looming production bottlenecks caused by power and raw material shortages. This is because Western industrialized nations aim to drastically reduce their dependence on Asia and rely on their own raw material reserves. For investors, this fundamental transformation builds a highly attractive bridge to the next generation of beneficiaries. While automotive groups such as Mercedes and Porsche are now radically securing their supply chains through partnerships, Rock Tech is poised to move into supplier status in the near future. The chemical company BASF, an indispensable partner for cathode materials, is also part of the picture. Savvy investors are using the current consolidation phase to position themselves early among the winners of this megatrend.
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Commented by André Will-Laudien on July 13th, 2026 | 07:35 CEST
Nuclear Energy 3.0: Computing Power for AI and the Cloud – Standard Uranium, AMD, Broadcom, and SpaceX Can Deliver
According to McKinsey's forecasts, massive data center capacity will be needed to fully support global AI growth through 2030. In total, the high-tech industry will need to invest approximately USD 5.2 billion in AI infrastructure alone. At the same time, the International Energy Agency (IEA) forecasts that global electricity demand for the required computing power will more than double to 945 terawatt-hours. In this highly capital-intensive environment, AMD and Broadcom are positioning themselves as challengers in the chip market, while SpaceX is attracting visionary attention with its connectivity services and space-based energy concepts. Slightly upstream, but serving as an important bridge, is the uranium industry—a raw material that is in high demand for the construction of the next generation of power plants. Who is best positioned in this market?
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Commented by André Will-Laudien on July 10th, 2026 | 07:10 CEST
Swinging Up and Down – Will 2026 Bring More Record Highs? Rheinmetall, TKMS, Kobo Resources, and Hensoldt
The conflict in the Middle East has intensified once again. Efforts to reach a lasting agreement have so far failed, and a ceasefire based on a Memorandum of Understanding (MoU) proved short-lived. Just days after it was announced, reports of renewed attacks on ships in the Strait of Hormuz and on critical energy infrastructure in the Gulf region have once again heightened geopolitical tensions. For oil prices, this is a bullish factor; for the stock market, it means yet another period of heightened volatility with sharp initial losses followed by recovery rallies. Yesterday, Germany's DAX 40 index climbed back above the key 25,000 mark, while defence stocks that had previously come under pressure moved back into the spotlight. At the same time, gold and silver prices weakened, possibly reflecting renewed liquidity pressures in global financial markets. The evolving market dynamics warrant a closer look.
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Commented by André Will-Laudien on July 8th, 2026 | 07:25 CEST
Penalty Shootout in the Energy Sector: Takeovers Ahead? Keep an Eye on Nel ASA, A.H.T. Syngas, Helios Solar, ITM, and Plug Power
Markets continue to climb, and the global energy transition is entering a new investment phase. Yet the momentum is far from evenly distributed. While Europe is accelerating the expansion of renewable energy to meet rising electricity demand from electric vehicles, industry, data centers, and artificial intelligence, the US administration is placing renewed emphasis on expanding nuclear power. Meanwhile, Southeast Asia is quietly emerging as one of the world's fastest-growing solar markets. According to the International Energy Agency, annual global investment in clean energy technologies will need to exceed USD 2 trillion by the end of the decade merely to move closer to international climate targets. At the same time, the European Commission is easing fiscal rules, giving member states greater scope to invest in energy infrastructure, while the European Investment Bank plans to provide EUR 75 billion in financing for energy transition projects by 2028. Who stands to benefit?
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Commented by André Will-Laudien on July 7th, 2026 | 07:30 CEST
DAX at 30,000—Unrealistic? Keep an Eye on DroneShield, Volatus Aerospace, Airbus, and Hensoldt
It has been a long time since global equity markets experienced such a powerful and broad-based bull run. Investors have once again been reminded that geopolitical conflicts do not necessarily trigger prolonged market declines. Instead, they often reinforce expectations of higher defence spending, accelerated technological innovation, and additional government investment. At the same time, public debt continues to climb. Rather than being meaningfully reduced, maturing obligations are typically refinanced by issuing new debt. In the view of many market participants, this ongoing expansion of public borrowing continues to provide liquidity support for financial markets. This trend has persisted since the global financial crisis of 2008. Meanwhile, the influence of major technology entrepreneurs and capital allocators on politics and industry has become increasingly apparent. Figures such as Elon Musk play a far greater role in shaping industrial policy and technological development than would have seemed conceivable only a decade ago. Valuation, however, remains a growing concern. The cyclically adjusted Shiller P/E ratio for the S&P 500 has averaged roughly 17.4 over the long term. At around 39.5, it currently stands approximately 127% above that historical average. That places the market among the most richly valued periods in modern history, exceeded only by the peak of the dot-com bubble in 1999. Whether traditional valuation metrics remain fully applicable in today's AI-driven and highly liquid market environment has therefore become an increasingly debated question among investors.
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Commented by André Will-Laudien on July 7th, 2026 | 07:20 CEST
Over 200% Chip Rally Over? Are Takeovers Coming Now? AMD, Power Metallic, Infineon and Aixtron in Focus
Over the past two years, the Philadelphia Semiconductor Index (SOX) has staged a historic rally, gaining around 125% on balance. Driven by the massive boom in artificial intelligence, the index reached an all-time high of over 14,600 points in June 2026 before entering a sharper consolidation. This past week, the closely watched index left volatile trading at 12,626, with a hefty daily loss of 5.4%. Reports of looming overcapacity in AI data centers are putting pressure on the recently exploded share prices of industry heavyweights such as Micron, AMD and Applied Materials. The two German chip hopefuls Infineon and Aixtron were also hit hard. With the NISK project, Power Metallic Mines holds a promising polymetallic property in Québec focused on copper, nickel and platinum group metals. The correction in this stock is already complete, and for the past few days it has been climbing steeply again. A closer look is worthwhile!
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