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André Will-Laudien

  • Energy
  • Ressources
  • Technology

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 November 26th, 2025 | 06:50 CET

Exploding commodity prices meet NASDAQ hysteria! Nordex, European Lithium, Siemens Energy, and Standard Lithium in focus

  • Mining
  • Lithium
  • hightech
  • Defense
  • renewableenergies
  • RareEarths

Metals, hi-tech, and defense - an explosive mix! All three of these industrial sectors are facing serious challenges. The scarcity of critical raw materials from a limited number of sources is leading to sharp price increases and jeopardizing important supply chains. Europe is responding with a collective rethink, as dependence on rare metals such as lithium and rare earths is increasingly becoming a strategic and political risk. A disruption in supply could abruptly halt the market penetration of electric vehicles. The recent extreme rise in raw material prices is driving companies such as European Lithium and Standard Lithium through the roof, while buyers of critical metals such as Nordex and Siemens Energy are finding themselves in difficulty. We shed some light on the situation!

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Commented by André Will-Laudien on November 25th, 2025 | 07:50 CET

AI mania, critical metals, and gold! Keep an eye on blockbuster stocks such as BASF, RZOLV Technologies, and Barrick Mining

  • Mining
  • CriticalMetals
  • Gold
  • chemicals
  • Innovations
  • Technology

The breathtaking advances in high-tech and artificial intelligence require a strong focus on raw materials companies in order to provide the necessary strategic metals in a timely manner. Securing supply chains is all the more important for Western industries because the availability of raw materials is subject to geopolitical skirmishes between some countries that still control the decisive masses in critical areas. This is particularly true for China and Russia. If nothing arrives in the West, production lines come to a standstill or company managers have to accept expensive detours. For equity investors, it is always worthwhile to take a clear look at the key levers. However, the focus is also on the manufacturing processes.

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Commented by André Will-Laudien on November 25th, 2025 | 07:35 CET

Trump makes peace – Maybe? Strong profit prospects for BYD, Pasinex Resources, and DroneShield

  • Mining
  • zinc
  • Electromobility
  • Defense
  • Drones

In the daily battle for returns, selecting the right assets is becoming increasingly complex. Markets have risen sharply despite the generally sluggish sentiment in global economies. First, there was the celebration of Donald Trump, then the bull market due to lower-than-expected tariffs, and most recently, a super rally in AI and high-tech stocks. Defense and armaments stocks have also been consistently on the shopping list for two years now. After 25 years of disarmament and a 180-degree political shift among left-green parties, defense has suddenly become the cure-all for Western societies. For years, frowned upon and subject to lawsuits in Germany's Constitutional Court, arms exports now appear to represent the highest ethical stage a company can reach. But now a taboo word is making the rounds: "peace." And with that, defense stocks are once again treated like clearance items, and prices are falling. A politically fueled boom and bust cycle at its finest. Rheinmetall is now even included in ESG-oriented funds - what a farce. Very few can still see clearly through this nine-lane highway of contradictions, but we are here to help.

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Commented by André Will-Laudien on November 24th, 2025 | 09:25 CET

DAX up, NASDAQ down! Automotive sector back in focus with Mercedes-Benz, WashTec, BYD, and VW

  • Technology
  • Automotive
  • Electromobility
  • Innovations
  • carwash

The correction in the growth markets continues. Even crypto investors, who are used to success, are now complaining about the pronounced market weakness. November and December are usually good months for the stock market. However, because September and October performed so exorbitantly well, profits are now apparently being taken across the board. For German blue chips, the whole thing has been mild so far, and according to general valuation rules, they also have more room for upward movement. We are diving into the world of electric vehicles and combustion engines, where P/E ratios between 4 and 12 are the norm and real, tangible goods are traded. It is time to put away the AI toys and start the machines.

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Commented by André Will-Laudien on November 24th, 2025 | 07:25 CET

Peace plan for Ukraine! Losses at Rheinmetall, RENK, and Hensoldt - Are Oklo and Kobo Resources already a buy?

  • Mining
  • Gold
  • Commodities
  • Defense
  • armaments

The capital markets are caught in a political squeeze. The billion-dollar announcements for rearmament among NATO states had driven dream-like share price gains at Rheinmetall & Co., in some cases delivering annual returns of over 600%. With the latest publications hinting at potential peace options, however, those days now appear to be over. Investors are suddenly reassessing the overvaluation that has been evident for months and are taking profits. Rheinmetall, in particular, has been unable to reach its high of EUR 2,005 for quite some time. Further turbulence appears to be looming here. At Oklo and Kobo Resources, on the other hand, the correction phases seem to be nearing an end. We go into more detail below.

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Commented by André Will-Laudien on November 21st, 2025 | 07:30 CET

Bitcoin crashes below USD 90,000, but the Nvidia party continues! Circle, RE Royalties, and Alibaba in focus

  • royalties
  • ecommerce
  • sustainablefinancing
  • Technology

Bitcoin is currently showing its weakest side. The much-talked-about cryptocurrency plummeted from USD 112,000 to below USD 90,000 in just a few days. Bitcoin has been repeatedly referred to as a "gold substitute," and its followers even see it as an alternative currency to the inflated FIAT money system, which, in the opinion of the new generation of investors, cannot survive over time anyway. Indeed, the new debt figures for countries are sobering. Germany alone will inject over EUR 1 trillion in new loans into the EU system between 2025 and 2030. Following the end of the US shutdown, experts expect new QE programs, familiar from the last financial crisis starting in 2008, to be launched soon. The financial world is once again standing on shaky ground, making this a time of selection and focus for investors.

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Commented by André Will-Laudien on November 20th, 2025 | 07:15 CET

The stock market shows gravity! Black Friday prices for Plug Power, dynaCERT, Oklo, and Nel ASA

  • Hydrogen
  • cleantech
  • greenhydrogen
  • Fuelcells
  • renewableenergies

The stock market is prone to slight corrections. Is this the beginning or just a test of gravity? No one knows for sure, because machines rule the market. They generate automatic buy and sell orders based on trends, order frequency, and daily volume. Currently, it appears that the lower sales by small investors are actually generating further downward momentum. At the same time, the big players have not even considered their positions yet. For the hydrogen sector, the sobering results of COP30 in Brazil are decisive. Here, somewhat risky financing models are being discussed, and without the US, it hardly makes sense to join forces.

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Commented by André Will-Laudien on November 19th, 2025 | 07:40 CET

Gold above USD 4,000, Bitcoin and NASDAQ reeling! Formation Metals on the rise, panic at Metaplanet and DroneShield

  • Mining
  • Gold
  • Silver
  • Commodities
  • CriticalMetals
  • Technology
  • Defense
  • Drones

A few weeks ago, the US government declared a state of emergency over critical metals. This triggered a massive run on all stocks related to strategic metals such as rare earths, uranium, and lithium. The announcement also proved decisive for the gold and silver markets, which have been setting new all-time highs since October before recently entering a consolidation phase. At the start of the week, buying interest in gold and silver returned, while former tech high-flyers like Metaplanet and DroneShield suffered heavy losses. For investors, the current panic across parts of the tech sector could present an opportunity. Commodity markets have been dormant for years and are now being flooded with unprecedented amounts of capital. Where should investors position themselves now?

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Commented by André Will-Laudien on November 18th, 2025 | 07:25 CET

Nvidia figures ahead, AI correction looming? Doubling alternatives include Planethic Group, Bayer, Eli Lilly, and Novo Nordisk

  • Vegan
  • Sustainability
  • AI
  • Food
  • Biotechnology
  • foodtech

It does not always have to be Nvidia! If the current level of risk on the NASDAQ feels a bit too high, investors should take a look at some European gems. There may be less AI involved here, but people still work for people. This is particularly interesting as Elon Musk aims to equip the core zone of human interaction with humanoid robots, from cooking together in the kitchen to family life, which could receive "digital offspring" as early as 2027. Because the planet will soon face food and water shortages due to permanent overheating, we are taking a closer look at completely analog topics such as alternative nutrition and the prevention of obesity. This is certainly too boring for the disciples of the digital apocalypse, but it offers plenty of charm for non-digital investors.

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Commented by André Will-Laudien on November 17th, 2025 | 07:00 CET

100% even before Black Week! Artificial Intelligence is now live! Palantir delivers, UMT goes full throttle, TeamViewer and D-Wave crash!

  • AI
  • Technology
  • Software
  • computing

What a daily rollercoaster ride! In the past two trading weeks, the NASDAQ dropped several percent on multiple days, followed by equally sharp recoveries. Some would call it directionless, while others see the increased volatility as a precursor to falling prices. Yet, far removed from price developments, operational AI models are performing at peak levels, enabling companies to make the next quantum leap in the administration, organization, and management of recurring activities. The stock market has quickly identified its favorite candidates and sent their prices soaring, but there are followers that are already well established in practice yet remain largely unnoticed. UMT United Mobility Technology is one such gem. We take a closer look.

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