Close menu




 

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 April 29th, 2024 | 06:30 CEST

Turnaround within reach; invest in hydrogen 3.0 now? Nel ASA, Plug Power, dynaCERT and Daimler Truck

  • Hydrogen
  • greenhydrogen
  • renewableenergies
  • Energy

No sector has been hit as hard in recent months as the hydrogen sector. Even after 70 to 90% losses in individual well-known public stocks, the starting signal for a recovery rally does not yet seem to be in sight. However, there are now an increasing number of listed business models that use hydrogen as a clean, climate-friendly fuel. Spurred on by public subsidies, attempts are now being made to combine alternative energy generation and clean combustion processes. Whether in steel production, industrial manufacturing, or transportation, the application areas are diverse. Are interested investors now facing a technical rebound in the hydrogen sector?

Read

Commented by André Will-Laudien on April 24th, 2024 | 07:00 CEST

Takeover rumors for biotech shares: BioNTech, Formycon, Cardiol Therapeutics and Novo Nordisk in focus

  • Biotechnology
  • Pharma
  • Innovations
  • Cancer

The biotech sector has significantly lagged behind the performance of artificial intelligence and high-tech this year. This is due to high inflation, which in turn has made an imminent interest rate cut unlikely. Nevertheless, Germany's economic conditions are deteriorating dramatically, particularly due to the ongoing geopolitical conflicts. It should, therefore, come as no surprise if the ECB announces an "emergency interest rate cut" in the summer. That would then be the starting signal for a major reshuffle out of the best performers of recent months and into the long-neglected biotech segment. We have selected a few interesting stocks.

Read

Commented by André Will-Laudien on April 23rd, 2024 | 07:45 CEST

Attention: DAX dividends! Car stocks pay out: Mercedes-Benz, MS Industrie, VW and BMW

  • Technology
  • hightech
  • Automotive
  • Electromobility

The DAX 40 index has gone into reverse gear in recent weeks. In addition to the high-tech and artificial intelligence sectors, the multi-month bull market also included defense stocks in the interim phase. There is no real reason to celebrate among automotive stocks, as an expected decline in GDP also means reduced household budgets. This translates to fewer new vehicle sales, with many electric vehicles produced in bulk occupying important showroom space from dealers for months. The pain is increasing, and those looking to sell vehicles find themselves in ruinous discount battles with cheap Chinese imports. However, there appears to be a glimmer of hope on the horizon: interest rate cuts! They are expected in the second half of the year. We analyze the current situation.

Read

Commented by André Will-Laudien on April 22nd, 2024 | 07:15 CEST

War in the Middle East and the explosive commodity cycle: Rheinmetall, Renk, Globex Mining, and Varta in focus!

  • Mining
  • Commodities
  • Gold
  • Defense

Well, that escalated quickly. Just a week has passed since Iran carried out a nighttime attack on Israel. That was followed by a few days of commemoration, a few phone calls with Washington and the UN, and then last Friday, an Israeli counterattack was reported. While the agency news is not really clear yet, the stock markets are taking the current uncertainty as an opportunity to finally let some air out of the inflated system. Central banks are also stepping back from hoped-for interest rate cuts, as current inflation is too high and the negative signals from the economy are not yet excessive. All in all, defense stocks are holding up well, and a new upward cycle is beginning for commodities. It took a while, but now is the time to have the right stocks in the portfolio.

Read

Commented by André Will-Laudien on April 18th, 2024 | 07:15 CEST

Attention Nvidia! The turnaround check for Nel ASA, Saturn Oil + Gas, Lufthansa and TUI

  • Mining
  • Oil
  • AI
  • Travel
  • renewableenergies

It looks like a peak is forming in Artificial Intelligence. The most prominent share here is Nvidia. With a spectacular rally, the value has surged by over 100% in just 6 months. However, the share price is now stuttering, and there have been no new highs for days. The charts for TUI and Lufthansa also show an upward reversal. The latest wage negotiations have tightened the cost structure considerably. Also, a significant amount of revenue has been lost due to the numerous strikes. And now the Middle East crisis is flaring up, making the entire region a risk for holidaymakers. However, the rise in oil prices is giving oil companies a new lease of life. Here is a list of interesting investments.

Read

Commented by André Will-Laudien on April 17th, 2024 | 06:30 CEST

Discount battle over: Commodities on the counter-offensive! Rheinmetall, Power Nickel, BASF and Varta in focus

  • Mining
  • Nickel
  • Commodities
  • Gold
  • Silver
  • Defense

Since the bombing of Israel by Iran, the clocks are ticking differently in the Middle East. The next stage of escalation has been reached. If Israel now uses the right to defense as an opportunity to initiate something bigger, it is here: the conflagration. Gold and silver are shining as safe-haven currencies and pulling long-neglected commodity shares through the roof. Now is the time to keep the sails in the wind and ride the long-awaited upward momentum. In the energy transition, strategically safer jurisdictions that can safely serve the growing hunger for commodities are still in demand. We highlight a few opportunities.

Read

Commented by André Will-Laudien on April 16th, 2024 | 07:05 CEST

The cannons are thundering, and gold and silver remain in demand! Barrick, Newmont, Desert Gold and SMT Scharf in focus

  • Mining
  • Gold
  • Silver
  • Commodities

The overnight attack by Iran on Israel underscores the current geopolitical uncertainty. Regardless of whether there is further escalation in the Middle East, the world has already changed dramatically since February 2022. This includes shifts in investor behavior. Until the first quarter of 2024, shares in the artificial intelligence and high-tech sectors were bullish; now, defense stocks and precious metals are on the agenda. After decades of disarmament, NATO, in particular, is now facing a decade of rearmament, and private investors are expressing their restraint in consumption by increasing their focus on private security. This is reflected in the increased purchases of gold and silver. For years, precious metals have been stable guarantors of the daily dwindling purchasing power. We believe that the new valuation cycle in the commodities sector is only just beginning, which is why we are examining favorable entry opportunities.

Read

Commented by André Will-Laudien on April 15th, 2024 | 06:30 CEST

Threat to Europe, Demand for Defense Persists! Rheinmetall, Almonty Industries, Renk and Hensoldt

  • Mining
  • Tungsten
  • armaments
  • Defense

Europe is gearing up, as since February 24, 2022, peace has become a thing of the past. Europe lived in harmony for a whole 77 years, with the exception of the warlike dissolution of Yugoslavia as a regional conflict. Today's world resembles the situation in the 1970s and 1980s, as the Iron Curtain is re-establishing itself as a political border. The old world order that has prevailed since the end of the Cold War has been shattered by Russia's invasion of Ukraine. Consequently, NATO has regained a new role; after years of disarmament, it has now become a sought-after defense alliance. The accession of Finland and Sweden now strengthens the alliance towards the east. What now looms large is rapid rearmament! Where can investors still participate?

Read

Commented by André Will-Laudien on April 11th, 2024 | 07:15 CEST

Nvidia, Super Micro Computer, Carbon Done Right Developments - Sell artificial intelligence now!

  • Sustainability
  • CarbonCredits
  • AI
  • chips

The stock market has been celebrating a significant advancement in productivity on this planet for months: the replacement of human labor with learning machines. What James Cameron envisioned in the 1980s with his movie "Terminator" has now become a reality. The era of job destruction is now underway around the globe. Standard services or control processes, such as those in call or quality centers, are particularly affected. The friendly voice on the phone that takes care of your problem could already be an AI-generated response. You may only notice it when asking questions that deviate from the norm. Economists predict a leap in productivity of over 20% in the next 10 years. However, it is doubtful whether high-tech stocks on the NASDAQ will continue to perform as erratically as they have recently. It may be time to consult a stock market AI. We have a few ideas on this matter.

Read

Commented by André Will-Laudien on April 10th, 2024 | 06:45 CEST

Attention: Biotech takeovers, after MorphoSys, now Bayer, Vidac Pharma, BioNTech and Pfizer are on the radar

  • Pharma
  • Biotechnology
  • Innovations

Since the onset of the COVID-19 pandemic, there has been little movement in the biotech sector. However, after a challenging year in 2023, the sector was at least able to start the new year on a solid footing. The surprising takeover of MorphoSys recently got hearts beating again, as Novartis put a whopping EUR 2.7 billion on the table for the cancer specialist from Munich. Only months before, MorphoSys had been traded on the stock exchange at just EUR 700 million. The special market situation in this case was also characterized by the high short ratio, which led to an exorbitant rise in the share price of almost 400% in the final phase. Speculative investors are now keeping a wary eye on potential takeover candidates as the sector is once again attracting considerable attention. We are taking a closer look and searching for the next pearl.

Read