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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 September 16th, 2025 | 07:05 CEST

Stock market with explosive potential – Where are the winners? Daimler Truck, dynaCERT and Plug Power

  • Hydrogen
  • cleantech
  • greenhydrogen
  • Fuelcells

The stock market is currently developing very selectively. In addition to the megatrends of artificial intelligence, high-tech, and defense, investor interest is gradually shifting to future-focused sectors that have not yet felt much of the general bull market. The hydrogen sector in particular has hardly benefited from the general bullish mood so far. In addition to industrial applications within the energy transition, hydrogen technologies offer significant potential in heavy-duty transport, local transport and mining. The goal is to significantly reduce diesel consumption and thus contribute to emissions reduction. This is particularly true in cases where battery-powered trucks reach their limits in terms of range, weight, or charging times. The market for fuel cell infrastructure is growing rapidly. The EU plans to invest around EUR 5 billion in this area by 2030. Pilot projects and government subsidies are driving development forward, and private investors are now starting to take notice. Where do the opportunities for investors lie?

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Commented by André Will-Laudien on September 15th, 2025 | 07:00 CEST

Security is key – Acquisitions continue to drive growth! 100% bull market possible with Almonty, Steyr, Mutares and Deutz

  • Mining
  • Tungsten
  • Defense
  • Investments
  • Automotive

The stock markets are looking for direction! While the Russia-Ukraine conflict enters the next round with the drone incident in Poland, prices for strategic metals continue to rise. Western industries are under pressure from NATO rearmament and are looking for secure jurisdictions to be able to process highly sensitive orders. Supplies of critical raw materials from China have fallen by 90% since March 2025, with only long-term contracts still being fulfilled. But what about the current boom in orders? The price of the critical metal tungsten has doubled within 12 months. The primary beneficiary is Almonty Industries, as it already has active mines in Europe and is about to launch a mega-project in South Korea. Highly exciting, but also a challenge for investors. What happens next?

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Commented by André Will-Laudien on September 12th, 2025 | 07:10 CEST

Cryptos & tokens in rally mode - Caution with Strategy, Finexity, Coinbase and Palantir

  • Tokenization
  • Software
  • crypto

Stock market dynamics evolve in certain cycles. With the advent of high-performance computers, trading has become faster, and new asset classes like cryptocurrencies are leading to a shift in liquidity to other segments. The global crypto market is expected to experience exponential growth through 2030, potentially reaching over EUR 10 trillion, driven by increasing acceptance of tokens, DeFi, NFTs, and institutional investments. The market opportunities for tokenized securities are enormous, with experts projecting an annual growth rate of over 60%. Strategy and Coinbase are very well-positioned on the NASDAQ as prominent representatives of the crypto sector. Palantir is proving to be an innovation leader at the interface of AI, Blockchain, and data management. In Germany, the financial services provider Finexity AG recently went public. Opportunities are plentiful – but selection is far from easy.

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Commented by André Will-Laudien on September 11th, 2025 | 07:00 CEST

In peace and war – Defense stocks poised for the next leap: Volatus Aerospace, thyssenkrupp, DroneShield and Rheinmetall

  • Mining
  • Drones
  • Defense
  • hightech

Europe's defense industry is facing an unprecedented wave of investment. The combination of long-term secure financing, political resolve, and technological modernization is creating an attractive environment for providers of defense systems, sensor, and AI solutions. Analysts expect average growth rates of 5 to 10%, which will see the market expand from around EUR 125 billion to approximately EUR 170 billion by 2030. The key drivers are the EU's massive investment offensives, which aim to mobilize up to EUR 800 billion through the new SAFE financial instrument. This is a historic turning point for rearmament - especially after 25 years of disarmament. The package includes EUR 150 billion in loans for the joint procurement of high-tech systems such as drones, air defense, and artillery. Which stocks stand to benefit from this scenario?

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Commented by André Will-Laudien on September 10th, 2025 | 07:00 CEST

Will Trump's tariffs be stopped by the courts? Gold and silver on the rise – Deutz, Desert Gold, Renk, and Hensoldt in focus

  • Mining
  • Gold
  • Silver
  • Defense
  • Investments

A US appeals court has declared most of Trump's tariffs unlawful under the International Emergency Economic Powers Act (IEEPA) of 1977. This law allows the president to take economic measures against foreign countries in the event of a declared national emergency. However, no such national emergency currently exists. Instead, the US economy is growing at a moderate pace, while benefiting from the energy supply emergencies in Europe and further defense support for Ukraine. The US is no longer simply giving these goods away; instead, it now provides loans or sells them to allied countries. This creates significant uncertainty in the markets, which in turn is fueling defense stocks as well as gold and silver. New highs were reached at USD 3,640 for gold and USD 41.5 for silver. Where do the opportunities lie for investors?

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Commented by André Will-Laudien on September 9th, 2025 | 10:05 CEST

The next wave is coming! NetraMark and BioNTech are on the winning track - Can Novo Nordisk and Eli Lilly follow suit?

  • Biotechnology
  • Biotech
  • Pharma

Artificial intelligence (AI) is transforming the development of new drugs by analyzing complex data at lightning speed and making clinical trials more efficient. AI technologies enable candidates to be selected more specifically for research projects and therapeutic successes to be predicted with greater precision. Companies such as NetraMark and BioNTech have already successfully used these tools, with the Mainz-based company currently even achieving breakthroughs in oncology. Meanwhile, Novo Nordisk and Eli Lilly, once stars of the obesity market, are now seen as "fallen angels". Will they manage to turn things around? Investors with foresight now have new opportunities in rapidly growing billion-dollar markets. A long-awaited interest rate cut in the US could be the spark the sector needs! Selection is now key!

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Commented by André Will-Laudien on September 8th, 2025 | 07:25 CEST

Berlin's billion-euro programs are making shareholders rich! Rheinmetall, Hochtief, Argo Graphene and Bilfinger

  • Construction
  • cement
  • Sustainability
  • Defense
  • Technology

The money-printing machine is running! The 2026 federal budget has now been approved at EUR 521 billion. The defense budget is set to rise from EUR 62.4 billion to EUR 82.7 billion. In addition, there will be an additional EUR 25.5 billion from the special budget for the German Armed Forces. Federal investments – including the Climate and Transformation Fund and new special assets – will amount to approximately EUR 126.7 billion in 2026. New borrowing is expected to rise to EUR 89.9 billion, and if the so-called "special assets" are included, new borrowing will rise to EUR 174.3 billion – a historic figure. This is a windfall for companies in the defense and infrastructure sectors. Which stocks are now taking center stage?

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Commented by André Will-Laudien on September 5th, 2025 | 07:05 CEST

Trump under pressure, markets wobble – Technically position now with BYD, Almonty, and Palantir for the next 100% gains!

  • Mining
  • Tungsten
  • Defense
  • Electromobility
  • Software

The stock markets are in yet another bubble, but unlike the tech bubble in 2000, investors are more prepared for the impending correction. The warning signs could not be more evident: inflation, wars, numerous global conflicts, surging interest rates, massive deficits, tariffs and trade wars! Anyone who sees short-term growth under these conditions is likely mistaken. And yet, the market is still holding on to the megatrends of artificial intelligence and defense. Admittedly, 1,000% or more could be earned here, which is good for those who rode out these trends. But caution is advised: The Shiller P/E ratio for the S&P 500 rose above 40 last week – well above the historical norm of 12 to 25. So, where is the celebration continuing? We offer a few clues.

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Commented by André Will-Laudien on September 4th, 2025 | 07:00 CEST

All-Time High for Gold, Volatility Rising! thyssenkrupp, AJN Resources, Airbus, and Lufthansa in Focus

  • Mining
  • Gold
  • Commodities
  • aerospace
  • Aviation

The stock market is preparing for a hot fall. While inflation figures show no sign of weakening, gold and silver are climbing to new record levels. Rising debt levels and growing geopolitical tensions are fueling this trend. So far, capital markets have largely held their ground without major losses. However, US President Donald Trump's trade policy has suffered a severe setback. With his plan to impose comprehensive tariffs on goods from almost all countries in the world, invoking an emergency law from 1977, he has clearly exceeded his powers, and the courts are now stepping in. One clear warning sign: volatility is high, and valuations have reached extreme levels. The Shiller P/E ratio for the S&P 500 now stands at 40, far above the historical range of 15 to 27 over the last 30 years - making 2025 an absolutely exceptional year in terms of overvaluation. We are on the lookout for promising stocks, and gold should not be overlooked as a strategic portfolio addition.

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Commented by André Will-Laudien on September 2nd, 2025 | 07:20 CEST

Silver above USD 40 – These are the 100% winners! Silver North, First Majestic, SMCI, and Alibaba!

  • Mining
  • Silver
  • Commodities
  • ecommerce
  • Technology

Metal commodities are showing remarkable strength, with silver leading the way. In recent years, silver has evolved from being just a pure precious metal into an indispensable commodity for modern technologies. The metal plays a key role in electronics, batteries, and solar cells. A prime example is the year 2024, when an estimated 220 million ounces of silver were consumed in photovoltaics alone, more than twice as much as in 2021. This sharp increase in demand means that global supply can no longer meet demand, which is reflected in declining inventories on the futures exchanges. Consumers are alarmed, and mining companies now need a new strategy to bring more material to market. Speculators are now investing in the most promising projects – here is an example from the Yukon. The time to get on board is now!

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