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 September 14th, 2023 | 09:05 CEST
Artificial Intelligence in practice? Nvidia, NorCom, Palantir - The next 100% with Big Data
The stock market is not a one-way street. Investors are trying to ride the wave of "Artificial Intelligence" (AI), and corresponding stocks such as C3.ai, Nvidia, Microsoft, or Palantir are performing well in 2023. A new megatrend is underway here, which, according to experts, will continue for several years. However, because of the high valuations in the entire sector, it is worth taking an analytical look. After all, no one knows how long the AI boom will continue to generate decent returns on the stock market. Opportunity-rich stocks still exist in the second and third tier. We are taking a closer look.
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Commented by André Will-Laudien on September 13th, 2023 | 08:45 CEST
IAA Mobility - There is more to come! Pressure on Volkswagen, BYD and Power Nickel increases
The IAA Mobility closed its doors over the weekend. It was supposed to exude glitz and glamour, but the spark in the field of e-mobility doesn't seem to be flying, and sales figures are declining in Germany. There were only a few real innovations in Munich, but at least progress is being made with e-bikes. More than half of the 750 exhibitors came from abroad, a fact that the German automotive industry is feeling more and more. The Chinese manufacturer BYD presented five models, which will soon be launched in Germany. They are in direct competition with Volkswagen's ID range. Where do the opportunities lie for investors?
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Commented by André Will-Laudien on September 12th, 2023 | 09:05 CEST
Now it is getting dangerous! Hydrogen crash: Nel and Plug Power down, dynaCERT steps on the gas!
While the stock markets recently reached new highs and are now consolidating somewhat, there is widespread gloom in the hydrogen sector. Since the last hype at the beginning of 2021, the stocks have been trending downward. The Joe Biden Administration's Inflation Reduction Act and the EU hydrogen offensive had only been able to give the sector a short-term boost, and most recently, the protagonists marked new, multi-year lows. Nevertheless, there are also positive signs. We examine the risk-reward ratio.
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Commented by André Will-Laudien on September 11th, 2023 | 07:30 CEST
The next steps towards cannabis THC legalization are underway! Canopy, Tilray and BioNTech are taking the lead, and Cantourage Group is experiencing dynamic growth
Cannabis has been decriminalized in some countries but legalized in only a few states. In the US, cannabis is fully legalized in states such as California but outright banned in others such as Texas. While medical use is slowly catching on, the use as an intoxicant and cultivation for personal use remains controversial. Stronger momentum could be sparked by the US Department of Health and Human Services (HHS). The authorities are open to a downgrading of the degree of danger in the categorization of the US Drug Enforcement Administration (DEA). We are talking about two steps from Schedule I to Schedule III, which no longer puts THC on a par with common drugs such as heroin, ecstasy or LSD but classifies them as substances with comparatively little psychological dependence. That would be a revolutionary step. Which stocks can benefit?
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Commented by André Will-Laudien on September 6th, 2023 | 10:10 CEST
Attention gold breakout, sell AI stocks? NVIDIA, Globex Mining, and JinkoSolar - these stocks are calling for a party!
Artificial intelligence (AI) stocks have recently seen gains of up to 500%. Fund managers worldwide jumped on the new megatrend, but now many investors are wondering what is next! We do not want to deny the revolutionary AI trends; they will dramatically change many things. But do these disruptive trends justify price-turnover ratios of over 40? NVIDIA, the main protagonist, recently managed to increase its market value to over USD 1 trillion. Yet, the Company only achieved sales of USD 26.9 billion in the last fiscal year, with profits falling by as much as 44%. This feels like an exaggeration that is probably not yet widely perceived. We take a deeper look.
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Commented by André Will-Laudien on September 5th, 2023 | 07:10 CEST
Changing of the guard in the bull market - Deutsche Bank, TUI and Viva Gold can score!
The valuation on the capital markets has developed quite differently in recent months. The DAX 40 index is currently valued at a P/E ratio of only 12, but this ratio is almost 24 for the growth stocks on the NASDAQ. Some clearly state: "In the DAX, industrial stocks dominate, whereas in the NASDAQ, growth-oriented tech companies prevail." Technology stocks accelerate many times over, even in times of crisis, if the business model fits the times. Nevertheless, they are also subject to interest rate causality, i.e. if refinancing becomes more expensive, the return on equity demanded by investors also increases. In August, the 30-year US bond exceeded the 4.25% yield mark. Historically, this has often signaled a temporary end to the tech bull market. Many second-tier stocks appear to be unjustly neglected. We name three potential beneficiaries of an upward turn in interest rates.
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Commented by André Will-Laudien on August 31st, 2023 | 09:25 CEST
BRICS Realigns: Gold, Silver and Bitcoin in Turnaround! Is this the starting signal for TUI, Desert Gold and Adyen?
The acronym BRIC was coined in 2001 by Jim O'Neill, the Chief Economist of the major bank Goldman Sachs. The now frequently used acronym represents the initial letters of the countries Brazil, Russia, India, and China. At the time, it referred to the four fastest-growing emerging economies outside the Western industrial community G7; later, South Africa was added as the "S". At the August meeting of the BRICS countries in South Africa, a further 40 countries registered their interest in joining, 6 of which were admitted directly by January 2024. Thus, a strong community of states is emerging, covering a full 30% of the world's GDP and 46% of the global population. They all share a common goal: to reduce dependence on the US and the US dollar - thereby lessening Western influence. There are even long-term considerations of a shared currency. A wake-up call for Gold, Silver, and Bitcoin.
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Commented by André Will-Laudien on August 30th, 2023 | 07:45 CEST
The IAA is just around the corner, and e-mobility is faltering - Where is the super battery? BYD, Tesla, Varta and First Phosphate in focus
Professor Ferdinand Dudenhöffer sees electric mobility on the decline. Despite the EU's ban on internal combustion engines from 2035, the switch to electric drive will take even longer than expected. In a recent interview, he sees the declining subsidies as of September 1 of this year as a possible showstopper. The reason: most purchases of e-vehicles are tax-motivated, and the increased interest rates have made expensive electric cars less competitive in leasing models. In addition, there are the technical limitations in safety, range and operating time compared to the mature, fuel-efficient combustion vehicles. So the challenge is to invent clean, efficient and safe battery technology. Where are the opportunities in this highly dynamic industry?
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Commented by André Will-Laudien on August 29th, 2023 | 07:00 CEST
DAX consolidates, Artificial Intelligence stutters and Hydrogen in rebound? Plug Power, First Hydrogen and Nel ASA in focus
The summer has so far not brought much joy to the bulls on the international markets. After a strong NASDAQ performance of plus 30% at the beginning of the year, the tech index is increasingly facing rough waters. Not even the solid earnings of the AI giant NVIDIA could prevent the 1,500-point correction since early July. The German benchmark index DAX 40 also plunged from 16,529 at its high to below 15,800 points. Chart technicians point to the critical zone of 15,450 to 15,650, which the market could approach in the next few days. This is where the continuation of the bull market since September 2022 will be decided. A brief look at the hydrogen sector provides clarity.
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Commented by André Will-Laudien on August 23rd, 2023 | 07:00 CEST
Climate change or just a heat wave? - BioNTech, Cardiol Therapeutics, and Redcare Pharmacy deliver!
Whether this consistently warm summer already documents a pronounced climate change is questionable. The older ones among us remember that there were already very hot summers before and that even in the last 30 years, there was rarely snow at Christmas. However, human life is simply too short for significant conclusions. Therefore, long-term weather records have to be consulted. There will probably be a slight increase in average temperatures, but we will get little information about when the next ice age will hit us. For many politicians, the current weather trends fit perfectly into the chain of arguments in favor of radical legislative proposals. Perhaps, however, the caprices of the weather are only the offshoots of the approaching El Nino. The stock market also follows changing trends; after the flood, an ebb could now be imminent. Selection remains key!
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