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 January 23rd, 2025 | 07:45 CET
Trump is back! NATO rearmament with Rheinmetall, Renk, Hensoldt and Nova Pacific Metals
After a grand inauguration night, the 47th US President Donald Trump is diving straight into government business. The first decrees include an exit from the WHO and the Paris Climate Agreement. At the same time, he repeated his demand that NATO countries drastically increase their investment budgets if they expect to continue to be protected by the US. What this could mean for the planet is alarming. For the stock market, this means getting out of Greentech stocks and into high-tech and defense for the time being. Strategic metals are also coming back into focus because nothing will move forward without them. Where can investors still make a return now?
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Commented by André Will-Laudien on January 21st, 2025 | 07:00 CET
The stock market boom continues – Power Nickel, BYD, Bitcoin, and MicroStrategy are soaring, and thyssenkrupp is turning a corner!
The stock market started the new year at full speed. Chart analysts see the DAX reaching 21,500 points as early as January! Yesterday, the stock markets in the US were closed for Martin Luther King Day, but Donald Trump was sworn in again as the 47th President. Storm clouds are currently a rarity, and corrections have been limited to just a few hours. Investors have to keep pace with this speed to achieve returns. Stagnation or even setbacks are seen only in Germany's GDP, which has declined for the second consecutive year. However, this is no obstacle for higher stock market valuations. Here is a selection of stocks that continue to cause a stir!
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Commented by André Will-Laudien on January 20th, 2025 | 07:15 CET
150% stocks in focus! D-Wave, Saturn Oil + Gas, Plug Power, Nel and Rivian
Higher – faster – further! Today at 6:00 p.m., Donald Trump will be sworn in for his second term. The stock markets have been booming for months since Trump's re-election, seemingly pricing in a major shift in American politics that is expected to primarily benefit companies and wealthy individuals. Growth stocks on the NASDAQ are soaring from high to high, although the inflation figures do not suggest lower interest rates in the short term. The Shiller P/E ratio has climbed to around 37, a level not seen since the tech bubble of 2000. Selection is becoming increasingly challenging. Here are a few 150% ideas for risk-conscious investors.
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Commented by André Will-Laudien on January 16th, 2025 | 07:00 CET
The energy year 2025! Uranium stocks such as Oklo, NuScale and F3 Uranium are in high demand, as are Nel ASA and Plug Power
In 2007, a pound of uranium occasionally cost more than USD 140 per pound before a long decline in prices began. With the outbreak of the Fukushima disaster in 2011, the mood against nuclear power reached its peak and forced the uranium price even below USD 50. Since the "NetZero" wave, however, it has been rising unchecked because, according to the World Energy Agency, nuclear power is now once again being classified as environmentally friendly compared to fossil fuels. Currently, 439 reactors are operational worldwide, with 64 under construction and 88 planned. Uranium demand is, therefore, set to rise by a good 30%, which is not a good sign for the hydrogen industry because this is where government investment is urgently needed. F3 Uranium has extensive concessions in the world's largest uranium mining district: the Athabasca Basin. The industry is preparing for the coming supply shortage with acquisitions and purchases. Good returns are on offer for risk-conscious investors.
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Commented by André Will-Laudien on January 14th, 2025 | 08:00 CET
THE VOLATILITY TRAP: Sell-off in Bitcoin, gold on the rise! Desert Gold, MicroStrategy, Lufthansa, and Nel ASA
After a record year for equities in 2024, the new year is entering a challenging phase. Hopes of interest rate cuts look bleak, with inflation remaining too high. The mega rally in Bitcoin also needs to be deflated soon. This hits BTC collector MicroStrategy quite hard. Nel ASA, which had started the year on a hopeful note, now has to announce a production stoppage! Lufthansa, meanwhile, is working on acquiring the state-owned Italian airline ITA. Volatility is rising dangerously, signaling that a correction is due. These developments are positive for the safe haven of gold. The key now is consistent action!
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Commented by André Will-Laudien on January 13th, 2025 | 07:10 CET
Greentech stocks make a flying start in 2025 – Tax package on the way? Nel ASA, dynaCERT, Plug Power, and Nordex in focus
The stock market kicked off the year with significant volatility. However, while the DAX 40 index is setting new records daily, the NASDAQ is consolidating at a very high level. Some profit-taking is weighing on the recently favoured "Magnificent 7" stocks, while long-neglected stocks in the greentech sector are starting to make a comeback. Canadian hydrogen specialist dynaCERT has now cleared all regulatory hurdles and strengthened its emissions trading team with the appointment of a new board member. In Germany alone, the environmental certificate market represents an annual volume of EUR 18.5 billion. We analyze which greentech stocks are now in a position to unlock their potential.
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Commented by André Will-Laudien on January 7th, 2025 | 07:30 CET
Super Rally 2025: Artificial intelligence, crypto and the hunger for energy! TOP performance with MicroStrategy, XXIX Metal, BYD and Mercedes
The sudden cancellation of the government environmental bonus for e-vehicles at the end of 2023 has led to a significant drop in the number of electric vehicles being registered. However, interest in electric vehicles remains, albeit constrained, partly due to the high prices of many electric models. New government measures are expected to boost electric mobility again starting in 2025, with potential incentives of up to EUR 3,600 – though the implementation will likely only happen after the elections. What is being treated as an election promise for Germany has become the norm for the rest of the world. The increasing demand for energy driven by the electrification of various sectors, from high-tech and artificial intelligence to the crypto arena, which is even now being considered as a "reserve currency," highlights how quickly the world is changing in this disruptive environment. However, what all economic and political trends have in common is the need for access to strategic metals, especially copper! Where are the opportunities for investors?
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Commented by André Will-Laudien on January 6th, 2025 | 07:00 CET
Biotech-Rally 2025: Evotec, BioNTech, Vidac Pharma, Pfizer and Bayer are on the buy list
For two years, there was almost no movement in the biotech sector. Not even the trend of falling interest rates that began in 2024 could persuade investors to make larger investments. Meanwhile, AI and high-tech stocks continued to perform well, driving the Nasdaq 100 index up by over 30%. However, in the last quarter of 2024, some bombed-out life sciences stocks saw significant markups, and new takeover rumours also began circulating. Whether the sentiment can continue to rise in the coming weeks is something we will explore further. Let's take a closer look at our top picks for 2025.
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Commented by André Will-Laudien on January 2nd, 2025 | 07:20 CET
Uranium and defense – Rally expected in 2025! Renk, F3 Uranium, Hensoldt, Rheinmetall and thyssenkrupp in focus
After nearly 19% gains in 2024, many investors wonder whether such dream returns are repeatable in 2025. We believe so, although the growth will be selective. Stocks are no longer rising across the board; instead, they are rising due to their strength in the sectors or because of an extraordinary competitive position. Underperformers will still be abundant, and investors should, therefore, position their portfolios to weather the storm. There is a significant risk of a lower valuation in certain NASDAQ-listed stocks, which have already reached P/E ratios of over 40. One indicator of such exaggerations is the so-called Shiller P/E ratio. At 24.8, the MSCI World is currently well above its long-term average, mainly due to stocks in the technology and communications sectors, which are trading relatively well above their historical valuation median. The time has, therefore, come for a sector rotation – here are a few ideas.
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Commented by André Will-Laudien on December 30th, 2024 | 07:55 CET
Trump, Bitcoin and a gold rally in 2025? Barrick, Thunder Gold, Agnico-Eagle and D-Wave in focus
Geopolitical tensions, war, inflation, spiralling national debt and clueless politicians – a set-up that hardly impacted stock markets negatively in 2024. Fueled by immense expectations of productivity gains from high-tech advancements, cloud computing, artificial intelligence, and high-performance computing in the coming years, valuations on the NASDAQ soared to unprecedented heights. The local DAX 40 index was also able to keep pace, albeit with reduced momentum. As the year ends just shy of December highs, major uncertainties in 2024 also sparked a rush for precious metals. A troy ounce of gold peaked at USD 2,790, while silver exceeded the USD 32 mark several times - prices not seen in years. Technical analysts now predict a super cycle for commodities. The key point: compared to the overheated high-tech sector, the current metal prices for mining stocks are more likely to produce upward surprises than profit warnings. The time is ripe for a selective entry.
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