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 28th, 2026 | 07:20 CEST
The Energy Sector Boom Is Boosting Critical Metals: Siemens Energy, Nel ASA, Globex Mining, and Nordex in the Spotlight
The world is changing rapidly! The escalating crisis in the Middle East highlights the acute vulnerability of global commodity supply chains and is forcing Western industrialized nations to undergo a radical geopolitical realignment. To free themselves from dependence on unstable regions and autocratic monopolies, the US and Canada are investing heavily in the accelerated development of self-sufficient North American supply chains for critical minerals and precious metals. This development is receiving an additional regulatory boost from the protectionist economic policies of a second Trump administration—under the slogan "Drill, Baby, Drill"—and is creating a boom for resource-rich areas of North America, such as the Abitibi Belt in Québec. In this highly volatile market environment, Globex Mining, a licensing specialist that consistently operates behind the scenes, is emerging as one of the biggest beneficiaries of recent times. While partner companies finance the capital-intensive drilling operations, the company risk-free acquires valuable smelting licenses and positions itself perfectly for the energy transition that will shape the future. For investors, the North American renaissance in resource extraction offers multiple opportunities. In contrast, after an extended rally, established energy companies appear to be taking a breather. A critical look is warranted.
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Commented by André Will-Laudien on July 27th, 2026 | 07:45 CEST
Artificial Intelligence: Full Speed Ahead for Software, Cloud, and Tech! SAP, ServiceNow, Miivo AI, and Oracle in Focus
Created and Published on Behalf of Miivo AI Inc.
In recent months, there has been a great deal of skepticism surrounding the business models of major software companies and cloud giants, and as a result, their stock prices took a significant hit. However, sentiment has been shifting since the latest earnings reports from SAP and ServiceNow. There were already initial signs of a turnaround at the end of last week. SAP was up 10%, ServiceNow up 6%; only Oracle has yet to complete its turnaround. The sector is once again attractive to long-term investors, as the massive bull run in growth markets completely bypassed these stocks. However, the exuberant rally in chip stocks is currently stalling, which could breathe new life into other sectors as part of a sector rotation. Despite the sector-wide slump, Canadian software provider Miivo AI is showing noticeable upward momentum. The company focuses holistically on small and medium-sized enterprises. With a compelling business model, significant growth can still be expected here. We take a closer look at the sector.
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Commented by André Will-Laudien on July 23rd, 2026 | 11:50 CEST
Things are heating up! Disappointment at Nel ASA - can A.H.T. Syngas, E.ON, and ITM Power deliver?
It is earnings season again! As is the case every year starting in mid-July, publicly traded companies are reporting on the past quarter. There is a lot of movement, especially among the highly watched tech stocks, some of which have suffered sharp price declines in recent weeks. Nel ASA has already reported its Q2 results, confirming the difficult situation in the hydrogen business with another revenue decline—though at least order intake is on the rise. With the climate and energy transition back in the spotlight amid summer temperatures nearing 40 degrees, we are also taking a look at its competitors in the energy sector. A.H.T. Syngas continues to grow in Poland, ITM Power secures additional EU funding, and E.ON is making acquisitions in the UK. So the M&A merry-go-round is spinning again—investors should remain on their toes despite the heat!
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Commented by André Will-Laudien on July 22nd, 2026 | 07:50 CEST
Software giants are longing for a new gold rush! SAP, ServiceNow, TeamViewer, and DRC Gold are stepping into the spotlight
The stock market is currently showing no mercy. Against a backdrop of growing belligerence, excessive debt, and rising inflation, growth stocks are repeatedly making a run toward higher valuations. "Asset inflation" is the buzzword. It actually reached a short-term peak in early June with the IPO of Elon Musk's marvel, "SpaceX." Since then, the market has been moving sideways, and occasionally downward, amid high volatility. While chip stocks celebrated an explosive summer rally, software stocks like SAP, TeamViewer, and ServiceNow took a steep nosedive. Are there already serious hopes for a rebound here? Even gold, which had been performing exceptionally well, reaching a new all-time high of over USD 5,400 in January, came under pressure. DRC Gold, an advanced explorer on Africa's east coast, is reporting good progress and is weathering the correction in the precious metals sector well, as evidenced by its share price performance. It is hard to imagine where the market might go if investors jump back on the gold bandwagon!
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Commented by André Will-Laudien on July 21st, 2026 | 07:55 CEST
M&A in Financials: Is PayPal's 100% Upside Just the Beginning? What Comes Next for Allianz, Commerzbank, RE Royalties, and Munich Re?
Rising interest rates and excessive government borrowing. The financial sector is back in the spotlight. In response to public interest, the sector has been required for some time now to ensure compliance with ESG lending guidelines. After all, no one in the EU, and certainly not in the US, wants to see a banking scandal like the recent one involving Credit Suisse in Switzerland. As a result, the global financial sector is increasingly aligning itself with sustainability criteria. As a result, innovative ESG financing now accounts for around 30% of the strategic core allocation among leading industry players. The insurance group Allianz is playing a pioneering role in this regard by using blended finance structures through its fund subsidiary, AllianzGI, to channel private capital into green projects in emerging markets via a climate fund worth billions. Munich Re, the world's largest reinsurer, also relies on a strict, independent green bond framework to support a low-carbon economy. Payment service provider PayPal takes a different, strongly socially oriented approach to ESG, focusing on the social pillar and global financial inclusion. A takeover could be on the horizon here—one that has long been anticipated, even by the very affordable green finance specialist RE Royalties. We are digging even deeper!
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Commented by André Will-Laudien on July 21st, 2026 | 07:00 CEST
Ukraine – Iran – NATO: The Battle in the Skies Gives Wings to RTX and Lockheed; Rheinmetall and Volatus Aerospace on the Rise!
As long as geopolitical conflicts continue, defence stocks have it easy. That is because they automatically come into focus when new government programs are launched to boost defence capabilities. In July, it was the NATO conference in Ankara. Government officials in attendance surrounded Donald Trump, as the US is the leader in air defence—and this is precisely where both NATO and Ukraine are falling short. When it comes to drones, however, the former Soviet state has made great strides. An entire drone industry was built from the ground up in no time at all. And for several weeks now, they have been piercing through Russia's defensive perimeter and penetrating deep into its energy processing facilities. Ukraine has already taken a quarter of Russia's oil refining capacity out of commission. The West views this progress as a welcome easing of tensions, but is stepping up its investments even further. Chancellor Merz, for example, is ordering the highly sought-after Tomahawk missiles from the US and is even participating in the latest French nuclear exercise. Just as politicians are, investors should also be in the starting blocks to ride the new wave of investment.
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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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