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 1st, 2026 | 07:05 CEST
Iran Conflict 2.0 – Will Oil Surpass USD 100 Again? Position Yourself Now in BP, OMV, Zefiro Methane, and Repsol
A dangerous silence reigns in the Gulf. This is because there is no comprehensive peace agreement between the US and Iran, but rather a preliminary framework agreement (MOU) signed in mid-June. This agreement provides for the reopening of the strategically important Strait of Hormuz and a mutual ceasefire, but it is being tested by sporadic military skirmishes, including those that occurred last weekend. Nevertheless, both sides are striving for diplomacy, with planned follow-up meetings in the mediating nation of Qatar intended to stabilize the situation, even though Tehran currently denies direct negotiations with Washington. Oil prices have dropped significantly to USD 72 as a result of the de-escalation, but Brent crude was already hovering around USD 75 again yesterday. For German consumers, yesterday was also the last day of the gas tax rebate. And who would expect anything else? Prices had already jumped by exactly 17% in the run-up to the deadline. Life punishes those who are late—at the gas station just as much as on the stock market.
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Commented by André Will-Laudien on July 1st, 2026 | 06:50 CEST
Here We Go: A Breakthrough for Bayer, Buy Signals for MustGrow and Kraft Heinz
Created and Published on Behalf of MustGrow Biologics Corp.
According to United Nations projections, the world's population is expected to grow to around 9.7 billion people by 2050. The Food and Agriculture Organization (FAO) estimates that this growth can only be managed with significantly more productive and, at the same time, more sustainable farming methods. This is where MustGrow Biologics comes in with biological crop solutions based on natural mustard extracts. And the company's growth story is only just beginning. The sector is gaining short-term momentum now that Bayer has finally received a positive ruling from the US Supreme Court regarding glyphosate. This should allow the Leverkusen-based company's Crop Science division to really take off. At the same time, a powerful structural trend is reshaping the entire agricultural value chain. Natural resources and food must be produced more sustainably and with greater resilience to meet the nutritional needs of a rapidly growing global population. Companies such as Kraft Heinz are responding by leveraging decades of expertise in building resilient agricultural supply chains and climate-adaptive farming systems. These are exciting developments in a sector that is often overlooked in the shadow of high-tech and defence. But the technological trends have long since shifted!
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Commented by André Will-Laudien on June 30th, 2026 | 07:25 CEST
High-tech bubble bursting during the World Cup? Consult AI or buy gold! Lahontan Gold eyes near-term Nevada production
These are tough times for investors. Trends that have persisted for months are starting to shift. No wonder—when in history have investors been able to earn a whopping triple-digit return in such a short time? AI-driven speculation makes it possible. Interestingly, when you ask these very systems, they themselves currently point to a high probability of an impending market correction. Venturing off the beaten path, precious metals investors are moving toward buybacks, as this sector has already seen sharp corrections of 30 to 70% since January's historic highs. Sentiment is beginning to stabilize, and initial technical indicators look promising. Anyone looking for a production-ready gold company—and who has no issue with Nevada, the birthplace of over 8,000 metric tonnes of the yellow metal—should take a closer look at Lahontan Gold and its Santa Fe project. Here are the details…
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Commented by André Will-Laudien on June 29th, 2026 | 07:30 CEST
AI and M&A Frenzy in the Life Sciences Sector: Bayer, Vidac Pharma, Novo Nordisk, Evotec, and Eli Lilly
Yes, you read that correctly. Pharmaceutical companies are actively embracing artificial intelligence (AI) and, thanks to lower costs, better validation, and faster study setups, could emerge as winners of the new AI wave in the medium term. Many stocks in the life sciences sector had been overlooked by the market, but investors are now taking notice again. Eli Lilly is betting on AI and expanding its portfolio through targeted acquisitions, including the takeovers of sleep-wake specialist Centessa Pharmaceuticals and blood cancer specialist Ajax. At Evotec and Vidac Pharma, much of the focus is on cancer, while Novo Nordisk faces stiff competition from Eli Lilly's weight-loss drugs. Then came the welcome news regarding Bayer. The Supreme Court ruled that approximately 181,000 individual lawsuits alleging a lack of warning labels on packaging are no longer legally viable, as the US Environmental Protection Agency (EPA) has classified the herbicide glyphosate as safe. Lots of good news, and plenty of opportunities for active investors - we provide a few insights.
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Commented by André Will-Laudien on June 29th, 2026 | 07:10 CEST
Gold, Defense, Aerospace: Sector Rotation in Full Swing – SpaceX, OHB, Desert Gold, Rheinmetall, and TKMS
Stock markets remain surprisingly resilient as the end of June approaches, but the glossy surface is starting to fade in certain segments. The bull market in aerospace is losing steam, and in the defense sector, after many months of gains, profit-taking is now becoming noticeable. As a result, valuations are gradually re-aligning with fundamentals. For rational investors, market hype is difficult to reconcile with, but one thing remains clear: stocks that become excessively overvalued tend to correct sharply when expectations are pushed to extreme levels without sufficient justification. Just as with Elon Musk's inflated initial valuation, the exit bell has likely rung quite loudly for Rheinmetall as well. In the fall, analysts had been outbidding each other with price targets around EUR 2,200; now they are painfully backtracking. Price declines of 20% in just a few trading hours for the defence sector star, and a 30% drop from its peak for SpaceX. But there are other hot candidates worth a closer look. OHB is drawing attention following a significant capital increase, while TKMS has secured a major naval contract. These developments are actively reshaping market dynamics—we break down what it means in detail.
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Commented by André Will-Laudien on June 26th, 2026 | 07:55 CEST
Battery Boom 3.0: The Future Is 100% Electric! VW, BYD, Stellantis, and HPQ Silicon at the Eye of the Storm
Things are a bit bumpy on the stock market right now. While the high-tech sector is now showing clear signs of slowing down, chip stocks—led by Micron and AMD—are really stepping on the gas again. At the heart of this are massive investments in data centers and new AI infrastructure. This is putting the spotlight on companies whose innovative ideas have the potential to disrupt an entire sector. One example is HPQ Silicon, which addresses several critical areas for future energy and industrial value creation. For VW, BYD, and Stellantis, too, the focus has long since shifted from mere market share to dominance in the global battery race. For the automotive industry, the challenges of the moment could not be greater. After all, they need reliable access to raw materials and strong end markets. Ultimately, however, success is determined by the often fickle consumer. Investors, too, have always been highly selective in their choices. We reveal a few criteria for separating the winners from the rest.
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Commented by André Will-Laudien on June 25th, 2026 | 07:50 CEST
175% with AI, High Tech, and Chips: Infineon, Aixtron, Broadcom, and Strategic Resources Under the Microscope!
A long uptrend and the first cracks in the technical picture - triple-digit returns were available on nearly every high-tech stock in recent months. Starting in March, the anticipated flood of orders for data centers and hyperscalers was compounded by the supply shortage debate sparked by the blockade of the Strait of Hormuz. What a breeding ground for both fear and greed! Ultimately, the optimists prevailed, catapulting well-known stocks from the semiconductor and AI sectors to new heights. But what now? Easing tensions in the Iran conflict and a plummeting oil price are taking the pressure off the pipeline, and already, the future scenarios are changing dramatically once again. With falling energy prices, production is becoming cheaper again, and supply prices are coming under pressure. It is precisely this complex situation that the capital markets must now digest. Doubts about the outlook will lead to profit-taking and falling prices, triggering follow-on selling. The correction is beginning to take hold, but at some point, it will also create attractive entry points. We take a closer look!
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Commented by André Will-Laudien on June 24th, 2026 | 08:45 CEST
AI and Chip Sell-Off! Watch Out for SMCI, AMD, and Infineon; First Hydrogen in the Innovation Race
The stock market is currently showing no mercy. After months of gains in AI, high-tech, and chip stocks, the market has now shifted into profit-taking mode—and, at times, even sell-off mode. What analysts have been predicting for quite some time is increasingly coming to pass. The global stock market rally, driven by the NASDAQ, is taking its toll. While the long-term earnings outlook may be solid, short-term price surges of up to 2,000% in just 12 months no longer indicate a healthy market trend. So, while it comes as no surprise, it may be unwelcome for many market participants: a sharper downward move—one that, however, also brings new opportunities in its wake. We examine the fundamental framework of the key players and highlight alternatives for getting off to an innovative start today. The stock market keeps turning—just a little slower at times!
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Commented by André Will-Laudien on June 24th, 2026 | 08:25 CEST
Defense and Critical Metals: New Investment Opportunities! Rheinmetall, Renk, Almonty Industries, and RTX in Focus
Supply Chain Problems! US President Donald Trump has summoned leading defense contractors to the White House because the US is concerned that its missile and ammunition stocks are too low following its involvement in the Iran War, according to the Wall Street Journal. The meeting will focus on how to quickly ramp up production to rapidly replace, above all, Patriot interceptor missiles, Tomahawk cruise missiles, and other critical munitions. Expected participants include Lockheed Martin, RTX, Boeing, L3Harris, Northrop Grumman, and Honeywell Aerospace, among others. The companies have agreed in principle to expand their capacities but are still waiting for the necessary funding and binding contracts. That is precisely where the problem lies at the moment: The US has a debt problem, and without budgetary funds or a congressional agreement on special appropriations, the planned contracts cannot be finalized legally. At the same time, Trump is urging the industry also to use spare capacity from other sectors—such as automakers—for weapons production. Defense seems to be overshadowing all other major issues in the US. The stock market clearly sees things differently! Where do the opportunities lie for investors?
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Commented by André Will-Laudien on June 23rd, 2026 | 11:00 CEST
Gigawatt Power for AI and Electric Mobility: BMW, BYD, Rock Tech Lithium and Volkswagen in Focus
Current energy market analyses project electricity demand of around 780 TWh for Germany in 2035, representing an increase of approximately 56% compared to 2022. The Fraunhofer Institute estimates electricity demand from electric mobility alone at approximately 260 TWh by 2035. As a rule of thumb: if more than 50% of an upscaled car fleet runs electrically, mobility alone will require roughly an additional 200 to 260 TWh of electricity per year by 2035 — equivalent to around one third of Germany's current total electricity consumption. By comparison, the AI boom represents a different but equally massive load: data centres consumed approximately 415 TWh worldwide in 2024, and according to the IEA, that figure could reach around 945 TWh by 2030. BMW, VW and BYD occupy different positions in the same value chain: they sell vehicles that will increasingly require not only batteries but also a significantly larger and more flexible electricity infrastructure. Lithium remains the key raw material, because every battery — whether LFP, NMC or solid-state — cannot do without the white metal. Accordingly, Europe will need up to 20 times as much lithium by 2035 as it does today, according to industry sources. Rock Tech Lithium intends to make its mark in Canada and Germany and become an important building block in the North Atlantic supply chain. We do the math!
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