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 June 23rd, 2023 | 07:55 CEST
Solar and wind instead of oil and gas - Shell, Saturn Oil + Gas, Lanxess: Germany focuses on decarbonization!
International energy policy is more disparate than ever. While the US, Canada, China, India, South America and Russia focus on exploiting their abundant fossil reserves, resource-poor countries like Germany and select European states are embracing renewable energies. This decision results from an existing shortage or is imposed in the EU alliance, but it fits argumentatively into the picture of rapid decarbonization, a main line of European policy. As a reminder, planet Earth is home to almost 8 billion people, while Europe has only about 700 million inhabitants. With 8.7% of the world's weight, activist climate policy is being pursued in this country. While the goals are laudable, the overall effect of the efforts is rather negligible. But the consequences for Europe's historically built-up prosperity will be considerable. What is important for investors to consider?Read
Commented by André Will-Laudien on June 22nd, 2023 | 07:00 CEST
A lot of movement can be expected here: Covestro, Globex Mining, and Nikola - The focus is on 100% returns!
Greentech is politically promoted and booming. Many stocks are traded on the stock market with this fantasy. But what is really technologically feasible? Those seeking to switch from fossil energy to electric forms often overlook the sometimes poor efficiency in converting fossil primary energy sources to electricity from the socket. Truly green solutions are defined per se by applications that improve the overall energy balance of the goods moved or even achieve a net-zero impact. Access to cheap raw materials, especially high-tech metals, is a prerequisite for all endeavours. We look forward to interesting price movements in the sector.Read
Commented by André Will-Laudien on June 21st, 2023 | 08:20 CEST
Financial System 3.0 saved? Deutsche Bank, Defiance Silver and Nvidia - Artificial Intelligence conquers the banking world!
We cannot help but feel a little uneasy when we see the capabilities of Artificial Intelligence, even as mere users, as demonstrated, for example, by ChatGPT. However, Big Data and related analysis tools have been used by large IT companies for years and accompany our daily lives in the background. Currently, the behaviour of financial institutions and the actions of central banks are of particular interest. They must pull out all the stops to smooth out the distortions caused by inflation, war and the interest rate explosion. A tried and tested means in the past was the creation of liquidity, but that is no longer working. Where do the opportunities for investors lie?Read
Commented by André Will-Laudien on June 20th, 2023 | 07:30 CEST
Blackout! Energy shares urgently sought: Plug Power, Varta, Altech Advanced Materials, BASF - Solar, wind or hydrogen?
Now things are becoming clearer. Germany is unlikely to experience an energy shortage like a blackout, and gas supplies for the winter also seem secure, given a 20% drop in gas consumption compared to the average figures from 2018 to 2021. However, household prices remain significantly above the long-term average. Currently, energy suppliers are not passing on the purchasing advantages from the Leipzig power exchange to their customers. Wholesale gas prices have fallen by 85% since mid-2022, but these lower conditions are not reaching customers. What opportunities are there for resourceful investors?Read
Commented by André Will-Laudien on June 15th, 2023 | 07:50 CEST
New record prices every day, but where is the perfect battery? Varta, First Phosphate, Volkswagen in focus
Without the next evolutionary step in traction batteries, it will probably be a long time before e-mobility can replace the combustion engine market. Short service life, limited flexibility and high production and disposal costs stand in the way of an economic approach, even if the red-green government likes to downplay these facts. In the end, politics has also failed to provide electricity in an appropriately "sustainable" manner and at an affordable price. Therefore, anyone who wants to promote ecology through politics must ensure that electricity prices are halved, and all currently required fossil components are eliminated from the energy mix. Otherwise, the enlightened consumer may revert to purchasing fuel-efficient internal combustion engine vehicles, even if they eventually have to import them into the EU at some point. Where are the opportunities for dynamic investors?Read
Commented by André Will-Laudien on June 14th, 2023 | 07:20 CEST
Despite the heat pump - uranium is in demand as never before! Rheinmetall, GoviEx Uranium, Palantir, C3.ai
Like a prayer wheel, green political ideas are raining down on the German industrial landscape - no more nuclear energy, but instead coal and gas. Historically high energy prices are to be accepted, even though wholesale prices are already below pre-war levels again and the energy mix is supposedly fed by more than 50% renewable energy. Because no one knows what the future holds for all this, major investment decisions by industry are now going against Germany. VW is investing EUR 10 billion in Spain, and BASF is doing the same in China. Valuable jobs that will no longer exist in Germany in the foreseeable future. What should investors keep an eye on to create at least sunny prospects in their portfolios?Read
Commented by André Will-Laudien on June 13th, 2023 | 07:00 CEST
More than 100% with energy storage! Varta and Plug Power curious, BYD and Power Nickel mix up the battery sector!
There you go! In the last trading week, Varta and Plug Power turned up the heat and posted a price gain of almost 20%. After a long sell-off, this is the first technical rebound of the Fallen Angels. Long-term investors are wondering if there has been a fundamental change. Momentum traders are not interested in balance sheets, because rising prices attract buyers. We look at the shaken energy storage sector. Are there arguments for a buyback?Read
Commented by André Will-Laudien on June 12th, 2023 | 07:30 CEST
Shortly before the "bankruptcy" of the USA, Democrats and Republicans agreed to suspend the debt brake until mid-2025. Joe Biden explicitly praised the compromise - the Republicans, however, are in a less good mood, fearing a continuation of excessive spending, continued high inflation and too little pressure for massive budget cuts. After the House of Representatives, the Senate also voted at the last minute to suspend the statutory limit until mid-2025. In return, cuts in government spending of USD 800 billion over the next two years have been put on the table, but they are yet to be specified. What are the precious metals doing in this environment?Read
Commented by André Will-Laudien on June 7th, 2023 | 08:30 CEST
Billions with Artificial Intelligence? Nvidia, Grid Metals, Deutsche Telekom, Apple - Short sellers spotted!
The stock market is not a one-way street. Some investors have recently experienced this firsthand. Because in the "ups and downs" of sentiment, new trends are constantly emerging. The biotech sector, for example, has been falling for more than a year, and the charts keep reaching new lows. In 2020, cannabis stocks made a splash, with the related index, POT, increasing tenfold since 2018 to about 1100 points. However, yesterday it reached a new all-time low with 45.5 points or a 95% loss. Currently, investors are trying to ride the wave of "Artificial Intelligence" (AI), with stocks like C3.ai, Nvidia, Microsoft, and Palantir all performing well in 2023. A new megatrend is underway here that, according to experts, will continue for several years. How long this boom will yield returns is unknown, but these stocks are currently performing strongly.Read
Commented by André Will-Laudien on June 6th, 2023 | 07:45 CEST
Climate Crisis: Copper is the new oil! BYD, Orestone Mining, Ford, Nio - 100% acceleration in Greentech
At the beginning of May, analysts at Bank of America declared a new "super cycle" for basic and raw materials. What they mean by this is that a whole series of important materials will be in great short supply for years. The prime example is the red metal copper. The price of the industrial metal has almost doubled in the past 12 months. It is currently quoted at around USD 8,350 per tonne, not far from the historic high of USD 10,750. During the pandemic, the metal briefly fell to USD 4,500. Currently, however, forecasts are once again pointing upwards. Bank of America expects the price to more than double again to around USD 18,000 in the next three years. We take a look at some hot stocks.Read