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 May 23rd, 2022 | 11:42 CEST

Share sell-off: TUI, Barsele Minerals, Nel ASA - Buy or sell these stocks?

  • Gold
  • Investments
  • Hydrogen
  • travel

The sell-off in equities entered a new round in May. With rising inflation, disrupted supply chains and uncertain energy supplies, the risk for investors is increasing as interest rates are now exploding to unprecedented levels in parallel with the highly volatile environment. The 10-year yields on government bonds in Germany and the USA have moved up from near zero to 1.14% and from 1.5% to 3.12%, respectively. Whenever there was a noticeable rise in interest rates for bonds, things became critical on the stock market. At the moment, this is weighing on technology stocks in particular. The DAX and S&P have already lost 20% in the current correction phase. After initial losses, gold is now accelerating. Where are the opportunities for investors?

Read

Commented by André Will-Laudien on May 20th, 2022 | 10:31 CEST

Energy shares: Plug Power, Saturn Oil + Gas, Nordex, Siemens Energy: The race for our future

  • Oil
  • GreenTech

With a view to the future energy supply, big question marks remain, especially in Europe. Dependence on Russia remains a permanent topic in government debates. Commission President Ursula von der Leyen presented a plan to break away from fossil fuels from Russia and accelerate the energy transition. In order to become self-sufficient, the European Union will have to invest nearly EUR 300 billion by 2030, according to the EU Commission. Investors are currently focusing very strongly on this future topic. Which stocks hold the greatest opportunities?

Read

Commented by André Will-Laudien on May 18th, 2022 | 12:48 CEST

Biotech stocks: BioNTech, XPhyto Therapeutics, Novavax, Valneva - Crashing, the choice remains difficult!

  • Biotechnology
  • Covid19

For pure play vaccine companies, the environment is getting tougher. On the one hand, the winter is over, and on the other, Corona has lost its horrors, especially as the Omicron variant presented like a cold for most infected people. 77.6% of the German population have received at least one vaccination dose so far. 63.1 million people have thus already received basic immunization, and 49.5 million people went for another shot. Only 4.6 million people, or 5.5%, have already received a second booster vaccination. 18.6 million people have not been vaccinated, or 22.4% of the population. With currently only 4,000 vaccinations per day, the many millions of vaccine doses ordered are likely to remain on the shelf. For vaccine manufacturers, future orders will plummet. Which Company has a plan B in place?

Read

Commented by André Will-Laudien on May 10th, 2022 | 11:54 CEST

GreenTech stocks are on the rise! Buy now: BASF, Meta Materials, Nordex, Siemens Energy

  • GreenTech
  • Technology
  • Investments

The distortions on the capital markets can hardly be topped at the moment. The nickel price has risen by 300%, only to drop by 70% again. And all this in only 48 hours. There are countless examples in the current stock market environment that are historically unparalleled. In just 2 months, the Bund Future fell from 178 to 151, a loss of 16% in the 10-year Bund. In parallel, the capital market interest rate rose from minus 0.45% to a whopping plus 1.15%. So interest rates are back, inflation is spreading, and supply deficits continue to fuel the underlying stagflation scenario! One major trend should bounce back after the end of the many corrections: GreenTech! Here is a selection of interesting stocks.

Read

Commented by André Will-Laudien on May 4th, 2022 | 11:26 CEST

Pay attention to financial stocks: PayPal, MAS Gold, Deutsche Bank, Commerzbank - inflation, real interest rate and precious metals!

  • Financial
  • Investments
  • Gold
  • Inflation

It is going to be a lot of work! The Ukraine war is leaving its ugly mark on the humanitarian and material aspects. A lot of money is needed for reconstruction and the return of the many refugees. Since debt levels are high, interest rates will likely continue to rise to meet the growing need for capital. In addition, there is a shortage of fossil raw materials, and there is a threat of supply shortages. In order to avert a default, Russia has settled USD 650 million in interest on various foreign securities, as expected. Can financial chaos still be averted? Who will pay for the war damage? Financial stocks and gold come into focus during large debt movements. Where are the opportunities for investors?

Read

Commented by André Will-Laudien on May 3rd, 2022 | 12:11 CEST

The energy madness: NEL, dynaCERT, Plug Power, FuelCell Energy - Hydrogen shares and the next price explosion?

  • Hydrogen
  • GreenTech

If not now, when? Never before have there been so many arguments for new technologies that improve energy generation and distribution. After years of globalization, local connections are becoming important again in the current dislocation of international relationships, as the world has truly come apart at the seams. Supply relationships, price relations and availability, are under scrutiny. For the GreenTech movement, the current conditions could not be better, with climate protection and new technologies for decarbonized mobility leading the way. We take a look at the protagonists of hydrogen technologies.

Read

Commented by André Will-Laudien on May 2nd, 2022 | 13:27 CEST

BioNTech, Defence Therapeutics, Valneva, MorphoSys - Biotech stocks that will still be fun tomorrow!

  • Biotechnology

One of the most churned areas on the growth stock market is the biotech sector. There was too much disappointment on the drug development side; even in the COVID sector, only a few winners remain. However, the current sell-off could turn out to be an entry opportunity in the medium term because there are more and more people on earth and, fortunately, they are getting older and older; even the Corona pandemic is not likely to change this. There are already 1 billion people worldwide over the age of 60, and forecasts predict that this figure will rise to 2 billion by 2050 - with a total population of more than 9 billion people predicted at that time. Which values have been unjustly neglected, and where are the current opportunities for investors?

Read

Commented by André Will-Laudien on April 29th, 2022 | 12:20 CEST

BASF, Standard Lithium, Almonty Industries, BYD - Industrial shares in focus: Now it matters!

  • Tungsten
  • Lithium
  • Electromobility

Poland and Bulgaria no longer receive gas from Russia because they cannot pay in hard rubles. Feat: No one has larger stocks of this exotic currency because until now, all energy deliveries could be paid for in foreign currency. The situation has reached a new level of escalation between the Russian government and resource-hungry Central Europe. With further arms deliveries, this political issue will become even more acute. We look at existing dependencies and the dangers for German industrial stocks.

Read

Commented by André Will-Laudien on April 28th, 2022 | 13:32 CEST

Alibaba, Netflix, Meta Platforms, Globex Mining - Find the best turnaround stocks in 2022!

  • Commodities
  • Investments

Rising interest rates and inflation - Central banks worldwide now have to tighten the reins to keep demonetization from getting out of hand. Traditionally, technology stocks, which are otherwise in demand, tend to do poorly in such phases because they have higher financing costs. The higher discount rate makes corporate cash values less profitable than in low-interest rate environments. The NASDAQ-100 Index hit its high of 16,767 points in November 2021, just as the 10-year interest rate began to rise. Since then, the technology index has lost about 22%. But some stocks have more than halved in value. We take a closer look at the former high flyers.

Read

Commented by André Will-Laudien on April 27th, 2022 | 12:26 CEST

Barrick Gold, Desert Gold, K+S - Inflation: Is fertilizer the new silver and gold?

  • Gold
  • Silver
  • fertilizer

Inflation and rising interest rates are an argument in favor of precious metals - that is the opinion of many investors who suspect a loss of monetary value and want to protect themselves against it. But the stock exchanges had other topics on their radar in the last few days. Because due to strongly correcting share prices, there was primarily an urge for liquidity, in part to satisfy margin requirements of the bank. Such times also lead to the realization of price gains in gold and silver. So regardless of the environment, precious metals fall at times. For the long-term investor, this is a clear buying opportunity. We look at which stocks are promising here.

Read