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 January 3rd, 2024 | 07:00 CET
Donald Trump turns 2024 into a false start - This is where the action is: TUI, Lufthansa, Desert Gold and Alibaba
"If I do not become president, the stock market is in for a bigger crash than the Great Depression of 1929," proclaimed Donald Trump, the former president and Republican aspirant, at the end of the year. The assessment makes for amusing and entertaining reading and contains an important message. The economy is sluggish, war is raging in many places, and inflation is galloping. Why are stocks still trading near their all-time highs? It is the interest rate fantasy because between 4 and 7 interest rate cuts by the ECB and the Fed are expected in 2024. This will allow countries to continue their bloated and debt-financed budgets, but it will not create prosperity in the long run. Despite Trump's gloomy forecast, we look at some interesting turnaround stocks.
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Commented by André Will-Laudien on January 2nd, 2024 | 07:10 CET
Returns beckon here: The Biotech favorites for 2024! BioNTech, Pfizer, Cardiol Therapeutics and MorphoSys in focus
The past year was a disaster for investors in the Biotech sector - no golden check as often seen before. Despite all the gloom, the key indicator, the Nasdaq Biotechnology Index (NBI), has managed an annual gain of around 7% since the end of October, thanks to a fabulous 15% upswing. The index was temporarily down 12%. High capital costs made it difficult for research-based companies to refinance, and it is only now, with falling inflation rates, that interest rate hopes are reviving. The 10-year yield in the US fell by more than 100 basis points from 4.98% to 3.84% in a short space of time. Now, the industry senses a positive outlook again. At the end of the year, the positive environment helped some Biotech stocks shake off the negative trend and initiate a turnaround. Which stocks should we focus on?
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Commented by André Will-Laudien on December 29th, 2023 | 07:15 CET
The big turnaround 2024: Hydrogen with Nel, Plug Power, ThyssenKrupp Nucera and dynaCERT
While the DAX 40 and NASDAQ indices are climbing to new all-time highs, hydrogen stocks are sinking further and further into the ground. But there is hope! With the exception of the OPEC states, around 200 countries have spoken out in favor of phasing out fossil fuels at the COP28 Climate Conference in Dubai. This should give the signatory governments a good opportunity to restart their state subsidy programs in favour of alternative energies in the coming year. Now is the time to re-examine the battered sector. Nel ASA and Plug Power have recently reported declining order volumes, while dynaCERT and Nucera are performing well operationally. We are looking at a sector that has the potential to gain several hundred percent in 2024.
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Commented by André Will-Laudien on December 28th, 2023 | 07:00 CET
Fireworks for the 2024 energy transition: Siemens Energy, Almonty Industries, Siemens and Nordex in your New Year's Eve portfolio?
Supporters of GreenTech shares came away empty-handed in terms of performance in 2023. Despite repetitive messaging from Berlin, Brussels, and Washington, alternative energy projects have yet to really take off. There is a lack of private investors willing to finance the less profitable billion-dollar projects. However, after the conclusion of the Climate Conference in Dubai, a new force of anti-fossil fuel world improvers might emerge, initiating the new year with fresh debt-funded projects. Yield hunters should, therefore, briefly bet on the losers from 2023 at the start of the year in order to ride the euphoric New Year wave. Here are a few suggestions.
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Commented by André Will-Laudien on December 27th, 2023 | 07:00 CET
The 2024 share rocket without e-funding - BYD, Defense Metals, Porsche and Volkswagen
With the supplementary budget 2023, the fate of the e-funding was sealed. On December 16, the purchase premium hammer came down in an "ad hoc announcement" from Berlin: The funding of up to EUR 4,500 for the purchase of a new e-vehicle has expired with immediate effect. This was announced by the Federal Office for Economic Affairs and Export Control (BAFA). The deadline for applying for the funding ended on December 17, 2023, meaning that e-mobility is now a thing of the past. Only the reduced tax rate under the company car scheme and the general exemption from vehicle tax remain. Consumer advocates are complaining about the unequal treatment of different mobility concepts that have prevailed for years, and the Federal Constitutional Court will likely have to deal with this issue in due course. Time for investors to rethink - where are the opportunities in the investment year 2024?
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Commented by André Will-Laudien on December 21st, 2023 | 07:30 CET
After the COP28 Climate Conference: Hydrogen, solar or oil? Plug Power, Nucera, Saturn Oil + Gas, JinkoSolar in focus
It could have gone better! The COP28 Climate Conference in Dubai is over, the results sobering for many, for others within the realm of expectations. While large parts of the world are calling for a stricter approach to reducing fossil fuels, the countries in the Gulf region want to continue their successful business model of the last 150 years. Oil is not going out of fashion, and its production will continue to be abundant and delivered to buyers through various channels. Hydrogen and solar energy, like wind power, are essential energy sources, but they will not replace existing structures; at best, they will supplement them. Even nuclear energy, which has been widely frowned upon, is now seen as a climate solution by countries such as Poland, France and Finland and is being drastically expanded. Where are the opportunities for investors?
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Commented by André Will-Laudien on December 20th, 2023 | 07:00 CET
COP28 a toothless tiger? Nel ASA, Klimat X, Nvidia, and Plug Power in the climate change check!
Another earth-shattering climate conference is behind us. The outcome was as sobering as it was predictable. Around 200 countries were able to agree on measures to reduce fossil fuels, but the Gulf states insisted on their right to continue the business model of oil and gas production that has been successful for decades. This makes it clear that the availability of fossil fuels will continue on a large scale because the BRICS states, such as Russia, China, India and Brazil, will continue to exploit their fossil resources unabated. Incidentally, international conflicts only work with fuels and not with battery-powered drives. So, if you consider the wars in Ukraine and the Middle East with their accompanying environmental destruction, there is no need to invent bans on European diesel vehicles. However, there are a few glimmers of hope for a greener future...
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Commented by André Will-Laudien on December 19th, 2023 | 07:20 CET
GreenTech in turnaround in 2024? Siemens Energy, Altech Advanced Materials, Nordex and Varta in focus
The investment year 2023 was not a highlight for owners of GreenTech shares. All stocks that were supposed to benefit from the government's fabulous climate change targets were crushed. Hydrogen stocks lost 75% on average, and the wind and solar sectors fell by at least 50%. A look ahead to 2024 now raises questions, as the Berlin traffic light coalition abruptly halted support for heating and e-mobility due to the Karlsruhe ruling. This will now be a litmus test for GreenTech producers, as they must assert themselves on the market without subsidies. It is a bold experiment if the state no longer offers incentives. We take a closer look.
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Commented by André Will-Laudien on December 18th, 2023 | 07:15 CET
COP28 - Acting on climate change in 2024! Nel ASA, Manuka Resources, BYD and VW - more than 200% is possible
Despite all reservations, the science is unanimous! Failing to limit global warming will pose significant risks to humanity in the next two decades. At the end of the World Climate Conference in Dubai, the revised resolution text was adopted without objection by almost 200 countries. COP28 President Sultan Ahmed Al Jaber described the outcome as "historic" and a "foundation for transformative change". The agreement calls for a global transition away from fossil fuels. It is thus the first resolution of a UN climate conference that concerns the future of all energies - including oil, natural gas, and coal. Criticism and rejection came from the Gulf States, as they intend to continue their "Affordable Oil & Gas from the desert sand" business model. How do typical GreenTech shares react to the latest climate policy?
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Commented by André Will-Laudien on December 13th, 2023 | 07:45 CET
Uranium, lithium or gold? The climate conference tells us which way to go! BYD, Globex Mining, VW and Mercedes!
At the international climate conference in Dubai, several Arab countries sharply criticized and ultimately rejected the global move away from fossil fuels. The move by Western countries is an "aggressive attack", said Kuwaiti Oil Minister Saad Hamad Nasser al-Barrak yesterday, Tuesday. "I am astonished by this extraordinary insistence on depriving people and many countries of their basic source of energy. This approach is racist and colonialist," al-Barrak continued. This means that there will be no decision on a global phase-out of oil and gas with the OPEC states. Therefore, the current World Climate Conference is likely to be inconclusive or conclude with unilateral declarations from the EU. However, there is much to suggest that commodities that positively impact the global climate will remain on the import list of industrialized countries. Which shares should be considered in this mixed situation?
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