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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 August 19th, 2024 | 07:15 CEST

New Nasdaq bull market: Highs ahead for Rheinmetall, Almonty Industries, Super Micro Computer, and Infineon

  • Mining
  • Tungsten
  • Defense
  • chips
  • AI
  • Software
  • hightech

The correction was over quickly! The Nasdaq 100 index has lost 3,000 points since the beginning of July. This meant a third of the annual performance was wiped out in the short term. However, the fantasy of imminent interest rate cuts by the Fed quickly put an end to the correction. The highly regarded technology index recovered more than half of its losses in just one week. Nvidia led the way, rebounding from USD 92 to USD 125. The half-year figures for Rheinmetall and Almonty will be available at the end of August. We take a closer look.

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Commented by André Will-Laudien on August 12th, 2024 | 07:45 CEST

After the crash, buy defense, big data, and high-tech now! Rheinmetall, BYD, VW, Globex Mining, and Palantir in focus

  • Mining
  • Gold
  • Commodities
  • Defense
  • hightech
  • bigdata

The DAX had gained a good 13% by the summer, while the tech-heavy NASDAQ 100 index saw an even more significant increase of 24%. However, much of this progress has melted away in recent weeks. Due to ongoing geopolitical uncertainties, especially in the Middle East, the stock markets experienced a summer setback. This is not uncommon for this time of year. There are often index corrections, which then transition seamlessly into the year-end rally from late fall. The FED could be the driving force this year. Renowned investment banks expect the September meeting to mark the start of a longer cycle of interest rate cuts by a total of 5 measures. This would likely mark the starting signal for the next super bull markets. Before then, we will separate the wheat from the chaff to ensure your portfolio is correctly positioned.

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Commented by André Will-Laudien on August 7th, 2024 | 11:40 CEST

CRASH - AI and high-tech now on a silver platter! Amazon, LVMH, VCI Global, Cogia, A2Z Smart Technologies, and Super Micro Computer

  • AI
  • hightech
  • Software
  • chips

Finally, a clear correction, say some; oh my goodness, say those who bought in recent weeks. The historical pattern is repeating itself. Attractive splits in the high-tech, followed by a new all-time high, and then the crash. Nvidia and especially the so-called "Magnificent Seven" have already had a first-class run with 100% returns in 2024. Now, the question is: can this euphoria be repeated? What is crucial now are also the cash reserves of traders and how much valuable capital has actually been lost in the recent collapse. US investment banks have done a quick calculation: USD 2.5 trillion in market capitalization was wiped out in just 48 hours. But as we know, money does not just disappear - it ends up somewhere else! We select interesting shares that offer more excitement at a reduced level!

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Commented by André Will-Laudien on August 5th, 2024 | 07:00 CEST

In the fight against cancer - 100% performance possible: Bayer, Vidac Pharma, Evotec, BioNTech and CureVac

  • Biotechnology
  • Biotech
  • Pharma

The FED is giving new hope to the Biotech sector with lower interest rates, which are expected to happen as early as September. This is important for the near future, as share prices are lagging dramatically behind the NASDAQ performance in 2024. However, if extensive research can be financed under more favourable conditions, this should also help the stock market prices recover. The business models contain some good news, and selection is now crucial. We assist in selecting attractive stocks and provide entry levels.

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Commented by André Will-Laudien on July 30th, 2024 | 07:00 CEST

Olympic turnaround expected: TUI and Lufthansa bombed out, dynaCERT on the move, and BayWa poised for a comeback!

  • Hydrogen
  • greenhydrogen
  • Travel
  • Sustainability

When shares fall sharply, there are often fundamental reasons, but sometimes the story is misunderstood by investors, and both scenarios can occur simultaneously. In the case of the tourism shares TUI and Lufthansa, it is noticeable that the share prices are going nowhere in the middle of the holiday season. Are there still skeletons in the closet? BayWa is at least making some headway but is dangerously overindebted. The hydrogen specialist dynaCERT now has all the pieces of the puzzle together, and significant movement is expected soon. We provide deeper insights for your portfolio strategy.

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Commented by André Will-Laudien on July 29th, 2024 | 06:30 CEST

Here we go! Olympic 250% with hydrogen! Nel, Plug Power, First Hydrogen, thyssenkrupp and nucera

  • Hydrogen
  • greenhydrogen
  • Sustainability
  • Electromobility

Olympia goes Hydrogen! Japanese car manufacturer Toyota is providing a fleet of 500 Mirai hydrogen vehicles, 10 hydrogen buses, and 1,150 electric vehicles for the Olympic Games in Paris. Although hydrogen vehicles, such as the Toyota Mirai, produce virtually no emissions, 96% of the hydrogen produced worldwide still comes from fossil fuels such as methane gas. As a result, most hydrogen vehicles currently cause significantly more pollution than battery-powered electric vehicles and are only marginally cleaner than conventional combustion engines. However, there are notable exceptions: First Hydrogen is demonstrating how things could work in the future with the EU's 'Net Zero 2050' target!

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Commented by André Will-Laudien on July 25th, 2024 | 08:20 CEST

BioNTech, CureVac, Bayer, Cardiol Therapeutics, and Evotec: Tripled and still in turbo mode?

  • Biotechnology
  • Biotech
  • Pharma

On the stock market, separating the wheat from the chaff is essential, especially in the biotech sector. This task becomes challenging when ongoing studies conclude, and their results must be interpreted. The market does not always react correctly to announcements, as evidenced by this year's acquisition of MorphoSys. While the stock market rejected the supposedly poor results, Novartis built up the first favourable positions, ultimately acquiring the Munich-based company for EUR 2.7 billion. From a low of around EUR 12, the acquisition price was a high EUR 68, making it a 500% deal. But opportunities are always lurking. Here is a selection of promising candidates.

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

Averting power outages, starting the battery revolution! BASF, Altech Advanced Materials, BYD, and VW

  • Batteries
  • Hydrogen
  • BatteryMetals
  • Electromobility
  • renewableenergies

Varta is undergoing a complete restructuring and reorganization, likely leaving legacy shareholders empty-handed. The back and forth since 2023 has given the German SME sector an increasingly unsettling look. The environment is challenging, and only the strongest will survive the looming storm. Traces of Habeck's poor planning can also be seen in the energy transition. Instead of fully utilizing renewable energies, six new gas-fired power plants are now being planned, which will, of course, be powered by hydrogen. This draws investors' attention back to battery storage systems, as they are needed to successfully store surplus energy. Where do the opportunities lie for resourceful investors?

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Commented by André Will-Laudien on July 22nd, 2024 | 07:00 CEST

Despite the super disaster with CrowdStrike, 100% returns are possible with TUI, Lufthansa, Prismo Metals and BayWa!

  • Mining
  • Commodities
  • PreciousMetals
  • IT
  • Software
  • Travel

The CrowdStrike outage shows us just how dependent the world has become on multinational corporations from America. Within hours, everything came to a standstill - nothing worked at airports, supermarkets, and banks, and some hospitals had to postpone operations. Does this make those responsible think about what urgently needs to be changed? In addition to a completely dependent situation in the IT sector, Europe, in particular, is in a pretty poor state regarding raw materials. Chancellor Scholz is looking for resources in Serbia, a country that would like to join the EU but is closer to the aggressor Vladimir Putin. Can Brussels overlook such facts and transfer billions more to Ukraine at the same time? Europe's needs are obviously manifold, and the most urgent need is likely to master the energy transition to prevent industry migration to more favourable jurisdictions. Investors are currently facing enormous challenges. We provide some ideas for a 100% portfolio.

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Commented by André Will-Laudien on July 19th, 2024 | 07:15 CEST

Top energy transition shares: 100% returns through CO2 reduction! Nel ASA, Plug Power, Carbon Done Right, and dynaCERT

  • Hydrogen
  • CarbonCredits
  • Sustainability
  • renewableenergies

Heat records, floods, and energy shortages! This summer, all climate change issues are on the table. Since the nuclear power plants were shut down, Germany has lacked a reliable base load power supply. Pronounced grid weaknesses are increasing, with no improvement in sight. Economics Minister Habeck wants to build gas-fired power plants as quickly as possible, which can later be operated with hydrogen. Nice idea! Meanwhile, Berlin's economic experts are buying French nuclear power to fill existing gaps. Nobody can scientifically prove the difference in climate technology between here and there, but German consumers are happy to pay for this nonsense through their electricity bills. This is how EU energy policy works. Since expenses are continuously rising, we focus on increasing revenue streams. Here are some ideas for your energy portfolio.

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