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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 February 13th, 2025 | 07:05 CET

DAX 22,000 – New highs for Oklo, Nova Pacific Metals, D-Wave, and SMCI under the microscope!

  • Mining
  • Commodities
  • hightech
  • computing
  • nuclear

After a rapid upward movement, the DAX 40 index has reached the magical 22,100-point mark after just 6 weeks of trading. This means that the index has already gained more than 10% since the beginning of the year. Investments in the high-tech and defense sectors continue to drive this. Investors are following the trends that started in 2024. However, this is bringing critical metals to the fore because they are currently subject to sanctions by China under Donald Trump's tariff plans. We are therefore focusing our analysis on companies that are particularly noteworthy under the current circumstances. It is not always a good time to buy, but as the saying goes, you will never go broke taking profits.

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Commented by André Will-Laudien on February 12th, 2025 | 08:00 CET

Mega rally at First Phosphate, Renk, VW, and BYD with buy signals

  • Mining
  • phosphate
  • Defense
  • Electromobility

The stock markets continue to rise unabated. Those hoping for a correction will be disappointed. Yesterday, the DAX 40 index broke through the 22,000 mark, much faster than many had anticipated. Technology stocks SAP and Siemens remain the driving force, while on the NASDAQ, it is still the Magnificent 7 that is setting the tone. Selection is now key. We turn our attention to the upcoming battery materials supplier, First Phosphate, as well as stocks like Renk, VW, and BYD. While VW is in the middle of restructuring, BYD is continuing on its journey. The defense industry remains interesting, especially Renk. Where should one invest now?

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Commented by André Will-Laudien on January 29th, 2025 | 07:00 CET

Watch out! VW and BMW are turning, Benton Resources is stepping on the gas, while Nordex and Siemens Energy are on the sidelines

  • Mining
  • Gold
  • Copper
  • Electromobility
  • renewableenergies
  • Energy

For the German economy, a 180-degree shift in economic policy is needed to stop the ongoing migration of industries abroad. However, this requires signs of a consistent refocusing on burning issues, which neither the parties with a claim to the government nor the opposition can really present. International investors have refocused on European markets at the beginning of the year, as reforms are expected. The premature praise for Donald Trump has generated new highs in the US, but now the NASDAQ seems to be running out of steam. Germany, as the laggard in terms of economic growth, offers very low valuations that have rarely been seen for longer periods. We highlight some opportunities.

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Commented by André Will-Laudien on January 28th, 2025 | 07:20 CET

DeepSeek hits right in the eye! Selective correction on the way! Watch out for Nel, Siemens Energy, First Hydrogen, and SMCI

  • Hydrogen
  • greenhydrogen
  • renewableenergies
  • Energy
  • AI
  • computing

The Chinese language model DeepSeek is stirring up the AI market. The entire tech sector is reacting nervously and showing significant price losses. Artificial intelligence (AI) is proving indispensable in many areas. Large language models like ChatGPT are already helping to solve complex tasks, and their further development promises enormous advances for the economy and society. The new Chinese language model is seen as a serious challenge to US dominance in AI and threatens the dominance of the hyped US companies. The AI assistant introduced on January 10th recently overtook rival ChatGPT as the top-rated free software application in Apple's App Store in the US. A shot across the bow for Nvidia and associated companies. Some green energy stocks are also coming into focus. Is it time to jump on board now?

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Commented by André Will-Laudien on January 27th, 2025 | 07:40 CET

Biotech - Here we go! 100% opportunities for Evotec, BioNxt, Bayer, Formycon, and Novo Nordisk!

  • Biotechnology
  • Biotech
  • Pharma

Last week, the DAX 40 index reached a new all-time high of 21,520 points. At first glance, this sounds odd because half of the stocks are languishing at multi-year lows. However, the driving forces are the heavyweights SAP, Siemens, Allianz, Airbus, and Deutsche Telekom. They are pushing the index upward daily, putting ETF fund managers under pressure as they have to adjust the weightings accordingly. However, the more capital flows into the leading stocks, the more investors are looking for lagging stocks that could successfully turn the chart around due to operational turning points. We select a few opportunity stocks.

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Commented by André Will-Laudien on January 24th, 2025 | 08:15 CET

Top performers wanted! Nel ASA, First Nordic Metals, thyssenkrupp and Agnico-Eagle

  • Mining
  • Commodities
  • Gold
  • renewableenergies

With rising inflation since 2021, the price of gold has also risen significantly. Over the last 20 years, resourceful investors have always been able to compensate for the loss of purchasing power with an average return of a good 8.5% per year. The crux of the matter is that one could not trade the ups and downs in precious metals because only long-term holders can look back on gold prices around USD 500 in 2005. Today, 20 years later, new highs of USD 2,788 have already been reached. Agnico-Eagle is one of the most successful mines in the world, with its shares almost doubling in the last 12 months. Things have been going equally well for Agnico's partner, the explorer First Nordic Metals. A closer analysis reveals even more ideas for boosting your portfolio.

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Commented by André Will-Laudien on January 24th, 2025 | 06:50 CET

Artificial intelligence and crypto mania – the 500% duo! Bitcoin, MicroStrategy, Credissential, Palantir and D-Wave

  • AI
  • Technology
  • Bitcoin
  • crypto

Since the tech bubble of 2000, no other year of investment has seen such huge gains for just a few sectors as 2024. And it looks like 2025 will be no different! Bitcoin, high-tech, artificial intelligence and armaments were and are the blockbuster topics for making quick money. MicroStrategy, D-Wave, Palantir, and Nvidia are the current protagonists of this incredible spectacle. Now these stocks have priced in a golden future, in some cases with P/E ratios of over 100. What comes next? Even experts are at a loss - nobody expects a correction here as all the shorts of recent weeks have turned into painful experiences. The keywords are "momentum & liquidity" – is fundamental analysis useless?

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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

  • Mining
  • Commodities
  • Defense
  • hightech
  • GreenTech

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!

  • Mining
  • Nickel
  • Electromobility
  • Bitcoin
  • crypto
  • renewableenergies

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

  • Mining
  • Oil
  • renewableenergies
  • Technology
  • computing

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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