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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 January 13th, 2022 | 13:45 CET

Triumph Gold, Delivery Hero, HelloFresh - Exploding like TeamViewer!

  • Gold

Inflation is galloping, so the central banks will have to react soon. In the matter of COVID-19, an endemic is expected after the overcoming of Omicron. That would likely bring a boom to the economies. The high volatility on the capital markets has now manifested itself, and the basis of the argument changes almost daily. For us, it is a suitable opportunity to take a look at highly volatile investment vehicles. Actually, the sails are set, but inflation can still dash the party - but that would again be a buying argument for the precious metals!

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Commented by André Will-Laudien on January 12th, 2022 | 12:08 CET

Barrick Gold, MAS Gold, Deutsche Bank, Commerzbank - Breaking News: FED raises interest rates!

  • Gold

Loretta Mester, another member of the Federal Reserve, has signaled a key interest rate hike for March. The central bank president of Cleveland spoke to Bloomberg of conditions that led to reconsider the easing measures. It clearly indicates further tapering steps and a turn on the key rate. It would be the first rate hike since the pandemic began. There are enough indications that inflation is too high, as the last price increase for the US was plus 6.8%. Gold and banking stocks should benefit from this decision. We are looking for investment opportunities around inflation.

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Commented by André Will-Laudien on January 12th, 2022 | 11:03 CET

Valneva, Cardiol Therapeutics, Novavax: Hitting the nail on the head!

  • Biotechnology

What is the correlation between the development of drugs or vaccines and the price of the company in question on the stock market? Difficult to answer because there is an almost infinite number of research areas in the field of biotechnology. Not all of them are at the center of media interest, while some topics, in contrast, experience true hype phases. COVID-19 is a viral disease that is to be overcome with all available research resources, and the attention on the capital markets is correspondingly high. Those who can demonstrate success in this area achieve high prices and valuations. But who will deliver the ultimate vaccine or a revolutionary drug to treat infected people? Lots of speculation, risks and opportunities in equal measure. We take a look at some interesting companies.

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Commented by André Will-Laudien on January 11th, 2022 | 12:03 CET

Gazprom, Memiontec, E.ON, Siemens Energy - Water is the oil of tomorrow!

  • Investments

In the mind of current politics, the world of tomorrow is supposed to get by without oil and petroleum products. Modern fuels with fewer emissions and the abandonment of plastic packaging could reduce the amount of oil and plastic products needed. But with this line of thinking, all countries would have to act in unison and put the petrochemical industry on the sidelines. Whether this will result in less plastic ending up in the Pacific remains questionable, but we are already experiencing one effect: a noticeable increase in the price of all energy and utility services. Green policies are nice, but they slow down economic performance considerably. Who will benefit from the long-term policy choices?

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Commented by André Will-Laudien on January 10th, 2022 | 10:22 CET

Tembo Gold, BioNTech, Valneva, MorphoSys - Turnaround or crash?

  • Gold

At the beginning of the year, there is much talk about the seemingly eternally running stock markets and the infinite wealth of those who have done everything right. Of course, shorting Tesla was a risk; it went wrong 85% of the time. However, since the "minutes" of the Federal Reserve, it is perhaps not a new short with the announcement. Because interest rates will probably have to rise once the tapering gets going. Incidentally, opinions are divided on the inflation trend: some banks estimate a 1 before the decimal point, others see a 5. So what now? Interest rates up mean problems for growth stocks; interest rates down could mean a continuation of the bull market. We take a look at interesting shares with their own stories.

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Commented by André Will-Laudien on January 7th, 2022 | 11:46 CET

Varta, Nordex, Kodiak Copper: The 100% opportunity with copper in 2022!

  • Copper

The climate decisions made in Glasgow in November are casting their shadows far ahead. It is becoming clear to the protagonists: electromobility and efficient electricity storage are increasingly important for the energy transition. Consistent decarbonization requires research, development and production of drives, batteries and components. The red conducting metal copper is an essential component of electrical components of all kinds. Today, an e-drive vehicle requires three to four times the amount of copper as an internal combustion model, plus the great demand in industrial manufacturing processes. The earth's reserves are exhaustible, and copper, in particular, is pretty much on the edge. We take a look at some interesting investment opportunities.

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Commented by André Will-Laudien on January 6th, 2022 | 13:39 CET

Nvidia, BrainChip, Daimler, Infineon - Not only Tesla can build e-cars!

  • Electromobility

Intelligent and powerful chips remain in demand like road salt in the depths of winter. The supply chains are still struggling, and the scarce raw materials are increasing the cost prices. As a result, prices for high-tech materials will continue to skyrocket in the new year. The car manufacturers will probably be hit hardest, as it will not be possible to raise prices at will, especially in Europe, because of foreign competition. Innovation could be an effective means of combating the erosion of margins. We present a few innovative ideas for investors.

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Commented by André Will-Laudien on January 5th, 2022 | 09:10 CET

Alibaba, Aspermont, TeamViewer - This is where the action is in 2022!

  • Digitization

Whoever owns the information has the power! Chinese regulators have long known how important the availability of sensitive data is nowadays. That puts Asian tech companies in a difficult position, as they want to grow mindlessly by Western standards and shy away from heavy public scrutiny. Traffic on social media channels is quasi-public; the platform operator processes it even with T&C consent. For companies like Meta (ex Facebook), this has become the prominent business model. We look at three interesting technology companies that have their data under control.

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Commented by André Will-Laudien on January 4th, 2022 | 11:30 CET

Nel, Plug Power, First Hydrogen, FuelCell Energy - Hydrogen versus Tesla!

  • Hydrogen

The year 2021 must be defined as the real dawn of electric mobility. Worldwide, there has been a dramatic increase in the number of electric vehicles sold. According to Statista, the shares of the total German passenger car population in 2021 rose to no less than 1.22% of registered vehicles. 3 years earlier, it was only 0.25%. There has been real movement in the new registration figures, with the share of hybrid and purely electric vehicles now at 6.9% and 6.7%, respectively. Therefore, the number of e-vehicles will gradually increase, as every 16th newly registered vehicle no longer has an internal combustion engine. However, after the 2021 climate conference in Glasgow, there was another political commitment to a progressive technology: hydrogen propulsion!

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Commented by André Will-Laudien on January 3rd, 2022 | 08:56 CET

Alerio Gold, Steinhoff, Windeln.de - Get rich with penny stocks or Tesla?

  • Gold

Elon Musk currently has a calculated net worth of about USD 280 billion, which has increased by about 80% in 2021 alone. When it comes to capital assets, this makes him the wealthiest person in the world. In 2021, he sold about 15.6 million Tesla shares with an equivalent value of USD 16.4 billion. The situation is hugely bizarre from several angles. For one, Musk had put the tax-motivated sale of shares in the electric carmaker to a vote on the Twitter platform in early November. The majority of users favored a sale in support of empty state coffers. What was interesting about this event was the reaction of the Tesla share because, after a brief dip, it went to new highs despite the continued sales of the major shareholder. This oddity was certainly a historical marker of the stock market year 2021.

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