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 July 27th, 2022 | 13:55 CEST

High-tech bottleneck: Rheinmetall, Defense Metals, JinkoSolar, Nordex: Strategic metals are more necessary than ever!

  • armaments
  • Technology
  • RareEarths

In addition to the increased risks for the energy supply with primary energy sources, there is also a growing shortage of strategic metals in the industry. These metals are needed in almost all high-tech applications and are difficult to obtain on the world market. The problem is that the leading producer, China, could turn to Russia at any time and slam the door on the West in terms of supply. Without these metals, however, many essential components would no longer be able to be produced. Some tech stocks have already reflected the difficult procurement situation in their share prices. What are the current opportunities and risks?

Read

Commented by André Will-Laudien on July 26th, 2022 | 13:05 CEST

Crash stocks: BASF, Meta Materials, Uniper, Nordex - Will there be a comeback like Tesla?

  • Technology
  • chemicals
  • Investments

In stock market corrections that come from the interest rate and inflation side, when the relationship between inflation and capital market returns normalizes is critical. In the long NASDAQ upswing from 2019 to 2021, valuations doubled as future cash flows were extrapolated down to present value with minimal interest rates. That let potential market caps explode, and leveraged positions could also be taken at virtually no cost. Currently, the market is showing a different side. Negative real interest rates, high refinancing costs and increased margin calls are weighing on investors' minds. Some stocks experienced a real crash - will they bounce back soon like Tesla?

Read

Commented by André Will-Laudien on July 25th, 2022 | 13:58 CEST

Quality is the trump card: Alphabet, MAS Gold, Amazon - Shares that always bring joy!

  • Gold
  • Technology

The capital market environment remains tense. Squeezed by historically rising inflation figures, which do not even reflect the reality at the supermarket checkout, and massively increased interest rates, the asset class equities are trying to manoeuvre through the summer. In the face of substantial price discounts on the bond market and stagnation in the real estate sector, investors are asking themselves: Where to put their money? The fact remains that the Russian conflict and the rise in the price of fossil fuels are putting the global economy under cost pressure, with a new surprise lurking almost every day as to which goods are simply out of stock or can no longer be supplied in the long term. In this mixed situation, selection is the trump card. We have a few ideas.

Read

Commented by André Will-Laudien on July 22nd, 2022 | 16:42 CEST

BYD, Tocvan Ventures, Nel ASA, Plug Power - Money is flowing into these turbo stocks!

  • PreciousMetals
  • Commodities
  • Electromobility
  • Hydrogen

Some companies were under extreme pressure during the crisis and lost a good 2/3 of their share price. Today, it is essential to assess whether the business models can recover quickly after the crisis or whether the adjustment path could be a bit slower. Following the latest interest rate hikes, also in Europe, the economic environment could cloud over for the time being. That is because higher interest rates also make financing much more difficult. We look at a selection of potential "turbo stocks" that should immediately be back on investors' lists if momentum picks up.

Read

Commented by André Will-Laudien on July 21st, 2022 | 11:17 CEST

Turnaround stocks: BASF, Aspermont, TUI, Deutsche Bank - Breakout with significant momentum?

  • Turnaround
  • Digitization
  • Technology
  • Investments

The recent bear market seems to be slowing somewhat. In addition to a good market technique, there are more and more indications that a gas delivery by Russia will likely take place after all. But one can never be sure about this topic. Too much East-West propaganda stands in the way of truthful reporting, and both sides of the conflict use every available news item for their own purposes. In any case, the stock market had to react after a strong technical oversell yesterday. It went up by 3% in just 30 minutes, led by the scolded BASF. TUI and Deutsche Bank also got some air under their wings again. Where do we go from here?

Read

Commented by André Will-Laudien on July 18th, 2022 | 15:04 CEST

Fall is coming: BioNTech, Defence Therapeutics, CureVac, Valneva - Which biotech stock will surge again?

  • Biotechnology
  • Covid19

The summer of rising incidences is making its way, but the public has already shelved the pandemic measures and hospitals are filling up again. Even if no one wants to talk about it anymore, the fourth wave is coming! Worldwide, the race for suitable vaccines or treatment methods continues. Medicine is still relatively helpless as far as treating severe cases is concerned, and the subject of post-COVID is considered completely unexplored. We take another critical look at the landscape of biotech stocks.

Read

Commented by André Will-Laudien on July 14th, 2022 | 12:43 CEST

Attention: BASF, Viva Gold, ThyssenKrupp - Stocks with good turnaround opportunities!

  • Gold
  • Energy
  • renewableenergies

In view of continuing high inflation data, investors worldwide are looking for stability, which is currently difficult to find due to increasing geopolitical tensions. Strongly fluctuating stock and crypto prices are the daily companions. Even the real estate markets are affected by the sharp rise in interest rates in recent months, especially in the commercial sector. The bond market has already had its first sell-off, and bond prices have even trended upward again recently. The energy policy with Russia, an important supplier, appears to be decisive for the continuation of the economy. Should the gas tap be turned off, Central Europe will have a serious problem. We highlight a few anomalies from the equity sector.

Read

Commented by André Will-Laudien on July 13th, 2022 | 14:28 CEST

Mercedes-Benz, JinkoSolar and Globex Mining with top news - Nordex needs money again!

  • Commodities
  • Investments

Rising commodity prices have recently pushed inflation in Europe to over 7%. With the ongoing conflicts, economic forecasts for global growth are now also clouding over further. The German Federal Bank expects increasing economic risks in the second half of the year and consequently reduced demand for raw materials. As a result, inflation is expected to fall next year due to the high base effects from 2022. The beneficiaries would be the industries currently suffering from fragile supply chains and dependent on a stable supply of raw materials. Hopes are therefore pinned on a near end to the war in Ukraine. Which stocks could then benefit very quickly?

Read

Commented by André Will-Laudien on July 11th, 2022 | 15:32 CEST

Take advantage of the crash in these stocks: Infineon, Siemens, BrainChip and Apple in focus!

  • chips
  • Technology
  • Investments

High-tech, cars, household appliances, smartphones, renewables - the list of products seems endless. What they all have in common is the need for smart chips: But the effects of the global chip shortage are omnipresent. From today's perspective, leaders would undoubtedly like to turn globalization back a bit because the relocation of production sites around the world is creating huge problems ranging from logistics to high procurement prices to completely destroyed supply chains. If Central Europe does not grasp its energy dependence on the East soon, hard times may lie ahead for local industrial locations. Where are the opportunities in a fragile environment?

Read

Commented by André Will-Laudien on July 7th, 2022 | 14:19 CEST

Casino shares! Opportunities at Alibaba and Kleos Space, sell-off at Uniper and TeamViewer

  • Space
  • Investments
  • ecommerce

No one would have thought that a warlike conflict in Eastern Europe could mutate into a medium-term threat to Western prosperity. It can! The dependence on fossil energy is still far too strong in the European economies to manage without regular supplies from the East. As a result, since the end of February, the markets have been extremely nervous, as seen from the volatility indices, which yesterday were close to 30. The interpretation is: to expect about 30% volatility in the stock market within the next 12 months. Nobody would mind if it would swing exceptionally upward. Below are a few sparkling investment ideas.

Read