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 March 31st, 2025 | 07:30 CEST
After a 200% surge, is a takeover now on the cards? Almonty Industries ignites the next stage!
Almost daily, the capital markets must contend with new announcements from the White House. One day, it is the US distancing itself from NATO; the next, there are demands that poorly defended Greenland should join the US as quickly as possible. At first glance, Donald Trump appears to be a stag gone wild in his dealings with his transatlantic allies, but at second glance, a strategy emerges. The US administration fears losing power and an international conspiracy against the US dollar. The hegemony of the West has been faltering since Russia formed an alliance with the BRICS countries and established a new power bloc. The problem: Western industries remain highly dependent on raw material supplies from these emerging states. Now, it is becoming clear where the journey is headed for the West: Securing raw material sources, building up a new military strike force, and ensuring mutual security in case of need, even without US support. Whoever can deliver strategic metals in this scenario is king. A glance at the chart of Almonty Industries (EUR 1.30; WKN: A1JSSD; ISIN: CA0203981034; TSX: AII) illustrates the plight: time is of the essence!
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Commented by André Will-Laudien on March 28th, 2025 | 07:20 CET
Doubling possible: Using artificial intelligence! Deutsche Telekom, NetraMark Holdings, Kontron, and 1&1
Combining artificial intelligence (AI) and 5G opens up new possibilities in various areas. The strengths of 5G, such as high speed, low latency, and large network capacity, perfectly complement the capabilities of AI. The goal is to recognize complex patterns, automate processes, and make decisions in real time. AI has long since found its place in medicine and pharmaceutical development. High-tech and telecom companies are working on many promising topics here. For some stocks, this is the starting signal for a higher valuation. We highlight some of the opportunities.
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Commented by André Will-Laudien on March 27th, 2025 | 07:20 CET
Big Short on defense? Long in gold! Caution with Renk, Deutz, and Airbus - Revaluation for Desert Gold imminent
After a record quarter on the stock markets, caution is now called for. Inflation remains stubbornly high, and the growing national debt is fueling the rising prices. This will worsen the situation for growth stocks, particularly, as hopes of interest rate cuts look bleak in the short term. Defense stocks have soared on the back of the government's trillion-dollar check, with heavenly balance sheet figures expected for them in the future. In the short term, however, they have already priced in the year 2030 in their share prices, which will result in a slowdown in the current 2025. In this environment, gold can no longer be held back because when currencies offer less and less purchasing power, precious metals are in demand. We take a critical view of Renk, Steyr, and Airbus. For Desert Gold, the boosters should ignite soon!
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Commented by André Will-Laudien on March 26th, 2025 | 11:05 CET
Steyr, Hensoldt, Mutares, and thyssenkrupp sell, First Phosphate remains a gamechanger
The special fund of up to EUR 1 trillion has been approved. What seemed impossible before the election is now law. Federal President Steinmeier signed the amendment to the constitution at the weekend, thereby sealing the largest economic stimulus package in German economic history. Instead of celebrating, the DAX only rose briefly to 23,136 points, then the sell-off occurred according to the motto "Buy the Rumor, Sell the Fact". The hyped defense stocks could now suffer the same fate. A lot of imagination has been priced in here, but capacity expansion is proceeding slowly. Therefore, not all expectations will immediately translate into positive cash flows. A thorough analysis is needed!
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Commented by André Will-Laudien on March 21st, 2025 | 06:30 CET
250% Stock Rockets: Attention, it is taking off now with Nel ASA, naoo AG, Steyr, Mutares, and Hensoldt
The German economic stimulus package has been launched. The only thing missing is the approval of the Bundesrat, which is expected today. Public opinion is divided because the total of up to EUR 1 trillion in "special funds" is the largest debt incurred by the now 75-year-old federal government. The doubters see it as an enormous burden for future generations, while supporters emphasize that Germany has hardly invested in its future for many years and that the renewal backlog is now finally being addressed. This measure will increase the debt-to-GDP ratio by around 25%, while at the same time, the targeted measures in armaments, infrastructure, and climate protection will improve growth by around 0.2 to 0.3% annually with an increased state quota. The stock market celebrates, while the working population has to contribute around EUR 500 in interest annually as an additional tax burden. The election winners had promised significant tax relief. Where do the opportunities for investors lie?
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Commented by André Will-Laudien on March 17th, 2025 | 07:20 CET
After the NASDAQ correction – Hightech on the rebound: Palantir, Amazon, MiMedia, SMCI, and Intel on the rise
The NASDAQ correction was sharp and brief, with a 15% drop from 22,200 to 19,100 in just 4 weeks. In the context of a normal consolidation, that might be enough to bring the heavily overbought tech stocks back to normal levels. Unfortunately, however, there are also valid fundamental reasons that can be traced back to the official chaos of the new US President, Donald Trump. He is making wild tariff demands and withdrawing key resources from all international partnerships. This departure from normal political behavior could have a much more significant impact on the stock market, as global trade relations are faltering, while inflation and currency devaluation continue. Which tech stocks should be considered now?
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Commented by André Will-Laudien on March 13th, 2025 | 06:55 CET
NASDAQ crash, inflation, and price shocks – Gold protects! Golden Cariboo, TUI, Lufthansa, and Carnival
Just three weeks ago, euphoria reigned on the markets, with the DAX, NASDAQ and EURO STOXX reaching new heights – now the tech rally seems to be over for the time being. Germany has voted, and a grand coalition must now take charge of the current issues. However, the challenges remain formidable, and exploratory talks are proving correspondingly tricky. It remains to be seen whether a new government will be formed soon. Donald Trump is taking a unique path in the US and is alienating all former allies. He has boldly taken up the cause of resolving the Ukraine conflict – but so far nothing has happened! China is reporting a slump in exports, while in Europe, the debt ceiling is to be relaxed in order to overcome the tough transformation of the modern age. Infrastructure has been neglected for too long, digitization is in its infancy, and now there is a dramatic need for rearmament. This smells like more debt, higher prices, and further currency devaluation - a fertile ground for gold investments, as the precious metal recently reached a new high of USD 2,950 while everything else is falling. What happens next?
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Commented by André Will-Laudien on March 11th, 2025 | 07:45 CET
Artificial Intelligence – Fabulous profits with Xiaomi, Credissential, D-Wave, and Palantir
It is incredible how politics can sometimes drive markets. US President Donald Trump had broken away from Ukraine aid due to a dispute with Volodymyr Zelenskyy, and the alarm bells were immediately ringing in Europe. Defense stocks went through the roof, and EU governments scrambled to come up with new special packages to rearm NATO countries, totaling up to EUR 800 billion. The flustered chaos must have amused Vladimir Putin. However, a correction is also currently taking place in the long-hyped AI stocks. Some of the losses here are quite painful. The stock market seems to have discarded its "one-way street decree". Accumulated profits should be secured as quickly as possible. We delve deeper into the context.
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Commented by André Will-Laudien on March 11th, 2025 | 07:10 CET
Olalla! And here comes the consolidation! Are these already buying opportunities for SMCI, Benton Resources, Palantir, and Meta?
Whenever investors use the term "one-way street", the market tends to correct. This time, several factors were at play, such as failed peace efforts, rising debt, increasing interest rates, and the threat of tariffs from the Trump administration. All four points have a long-term recessive effect, as they weaken consumer sentiment and purchasing power due to higher interest rates and product payments. In the short term, they also weigh on overheated growth portfolios. It is, therefore, worthwhile to take a closer look at the well-known protagonists. After all, buying opportunities arise time and again – timing is key!
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Commented by André Will-Laudien on March 10th, 2025 | 08:10 CET
Attention: IPO fever, now it's really starting! Hensoldt, Power Metallic, Renk, and thyssenkrupp
Before the election and after the election. At the beginning of the year, there was still a fight over the debt brake, but with the US pulling out of Ukraine aid, it seems that anything goes. Last week, in addition to an ECB interest rate cut, an EUR 800 billion package for armaments and infrastructure was proposed. This caused the DAX 40 index to surge, especially defense and construction stocks, which gained an average of 30%. Hensoldt and thyssenkrupp even made a giant leap upwards. The new all-time high for the index is now 23,475 points. Could there be an IPO from Essen soon? The probability for TKMS is increasing. However, it remains to be seen whether the significant premiums are sustainable; on Friday, there were initial sell-offs. Our specialty title, Power Metallic (formerly Power Nickel), continued to rise. We are looking into the crystal ball.
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