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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 November 24th, 2020 | 10:28 CET

Scottie Resources, Bitcoin, Tesla: rocket propulsion in demand!

  • Investments

Once again gold was voted out of the market by analysts yesterday, hitting a 3-month low of USD 1,831. Deutsche Bank recently released figures on the performance of traditional markets and the crypto market following the optimistic move towards a Covid-19 vaccine. In addition to varying stock market gains with increases between 5 and 15%, Bitcoin came out as one of the biggest winners. The attractiveness of Bitcoin as an alternative hedge continues to increase according to Deutsche Bank analysts. Further gains are likely, but we should not forget the many speculators who are probably unscrupulously chasing the rocket-trend.

There seems to be a substantial increase in demand to use Bitcoin in place of gold, to hedge various dollar or inflation risks. Bitcoin and other TOP10 cryptos have gained between 20-50% in this month alone. The run is similar to the development in the years 2017-2018. Gold and silver, on the other hand, continue to show a need for consolidation, many investors are currently shifting their security investments into other areas. However, this downward movement should not continue for long, unless Bitcoin reaches the price target of USD 100,000 of the well-known Bitcoin bull Max Keiser. If not, there is, of course, a considerable need for technical corrections, which can also happen overnight due to the 24-hour trading.

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Commented by André Will-Laudien on November 23rd, 2020 | 11:16 CET

Rio Tinto, BHP Billiton, Almonty Industries - Base metals for the upswing

  • Base metals

Last week, Canadian star economist David Rosenberg said: "Base metals are generally the most correlated with the Chinese economy, so I would say that base metals have performed very well. The correlation between Chinese GDP and commodities is incredible. It is not difficult for me to take a constructive stance towards the base metals sector when I believe that they are the primary source of demand worldwide and that China consumes half of the world's metals."

Looking to the future, Rosenberg said that the US and the rest of the Western world must confront China's growing power and influence. "I hate to say it, but whoever the president is, he is currently facing the challenge of preventing China from capturing an ever-increasing share of global GDP."

The message is clear: In China, Covid-19 seems to have already been overcome; it is essential not to lose the connection because of the pandemic-related downturn. Overall, raw materials will, therefore play a huge role in this environment.

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Commented by André Will-Laudien on November 20th, 2020 | 11:10 CET

Air Liquide, Linde, Royal Helium: Air Anchor

  • Helium

According to PWC, sustainability is a crucial issue for the oil and gas industry. Until now, the core of existing sustainability strategies has primarily involved compliance with regulatory requirements in the areas of health, employee well-being and safety. For some years now, renewable energies have been on the upswing, and decarbonization is the order of the day, posing new challenges for the sustainability strategies of oil and gas companies. Current climate policy, pressure from shareholders and the public, and the investment strategies of major financial institutions are forcing companies to invest in the use of "green" energy sources and reduce their emissions. Through improved technologies and processes, ecologically generated electricity is becoming increasingly competitive.

On the one hand, it can be seen as threatening, but also an opportunity for business models in the oil and gas industry. Their well-known representatives will continue to play an essential role in the global energy mix for the foreseeable future. For all companies in the industry, this situation represents a balancing act. They must develop transparent sustainability strategies to safeguard their traditional business areas. Still, at the same time, they must also take advantage of new opportunities and seize those arising from the transition to a climate-neutral economy.

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Commented by André Will-Laudien on November 19th, 2020 | 09:40 CET

Triumph Gold, Impala Platinum, First Majestic Silver: precious metals for Biden's debt policy!

  • Precious Metals

Economists refer to "asset inflation" as the increase in the price of all assets. What is meant by this is the general increase in the price of all asset investment vehicles such as bonds, shares, precious metals or real estate. We make no secret of it: ALL of the objects as mentioned above are paid with newly created money, the liquidity in the system ensures quasi permanently that assets are practically subject to a permanent and continuous increase in price. Shares, for example, have risen by an average of 9% per year since 2009. Bonds measured by the Bund future are quoted at a 100-year high with negative yields and a rich real negative interest rate, yes, and real estate in good locations has more than tripled in value over the last 20 years. In Munich, for example, the average weighted price per square meter for new residential buildings is around EUR 8,500 (range EUR 5,000-16,000) - in 2000, this was still EUR 2,850. Now we come to the precious metals using gold as an example: the yellow metal cost around USD 400 per ounce in 2005 and is now worth USD 1,875, a plus of 370% in 15 years. Let's take a closer look at the world of precious metals.

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Commented by André Will-Laudien on November 18th, 2020 | 10:40 CET

NIO, Tesla, dynaCERT - Mobilizing the future!

  • Environmental Protection

The good news for automotive suppliers is that electric vehicles still only make up a small percentage of the car market - at least for now. The bad news is that the increasing spread of electric cars is a significant challenge for automotive suppliers. Since these cars have far fewer parts than those with conventional combustion engines, manufacturers of exhaust and fuel systems as well as traditional transmissions are facing significant disruptions as e-mobility takes unexpected steps forward. The crux of the matter for electricians is still the availability of charging stations and the limited mobility radius. But this will soon change rapidly once the Corona aid pots are flowing into the green infrastructure.

Nevertheless, the e-vehicle is being fueled by government emission standards and incentives, especially in the USA, England, France, Germany and China. But the battery-powered vehicles will not pose a significant threat to the combustion engines until operating costs are about the same. In especially more impoverished areas of the planet and inaccessible zones, there is no alternative to the internal combustion engine; this is completely ignored in the public discussion. While the cost of e-cars continues to fall as technology improves, they are still far from being competitive. Nevertheless, if you look at the signs of the times, car companies have already invested billions in electro-related technology, so the course for the future is set.

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Commented by André Will-Laudien on November 17th, 2020 | 10:34 CET

Saturn Oil & Gas, Petrochina, XPENG: Ready for take-off!

  • Energy

A key finding of a study conducted by the Wuppertal Institute for Climate, Environment and Energy shows that the older generation is more willing to make sacrifices for the climate than the younger generation. Older people are more sustainable when it comes to specific products and their usage behaviour. 88% of those over 30 want to use their things "as long as possible" - that is 9 percentage points more than younger adults.
Conversely, 18% of those under 30 say that it is essential for them to have the latest products. That is 8 percentage points more than among older age groups. The researchers evaluated the representative surveys according to the age of the respondents - with a clear result: thanks to the bank, older people are more environmentally conscious than the younger generation. The throw-away society is thus a manifestation of time and a sign of abundance. It is clear that such trends call for Greta movements in particular, and the economists among us are well aware that growth means sacrifice, and that in most cases that "little bit more" is at the expense of our planet.

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Commented by André Will-Laudien on November 16th, 2020 | 09:48 CET

Velocity Minerals, B2Gold, Delivery Hero: We take up the fight!

  • Gold

The news of a vaccine against Corona with a success rate of 90% caused markets to skyrocket since last Monday. While the Dow Jones and the S&P set 500 new records, gold plummeted by as much as USD 118 in one day. Gold's most significant daily drop in more than seven years also wiped out its breakout from a 3-month downward wedge last Friday.

As gold futures closed below USD 1,890 this week on the Comex, the strong sell-off below this support brings with it the possibility that the zone between USD 1,750 and USD 1,800 will be tested again before the correction of the safe-haven metal's large gains finds a significant bottom. The gold futures base of USD 1,800 has technically become a critical support level, an area that dates back to the bull market of 2008.

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Commented by André Will-Laudien on November 13th, 2020 | 12:40 CET

Pfizer, BioNTech, Desert Gold - inoculate portfolios with gold!

  • Gold

After only three days, disillusionment already! The winners of yesterday are the losers of today. Since Monday's vaccination rocket, the markets have been hanging around up there, looking to see if any more buyers have left the sickbed of the last bear market. Unfortunately, no, the case is rather that airlines are, on average, down 5% again and a battered TUI is looking for further state aid which pushes the price back towards 4 euros. The problematic week began as the Dow rose by 4% to a new record high, and yields on ten-year government bonds shot up by almost 17% in a single day as investors relinquished security. Oil prices rose by 8% as people now believe that the stalled economy is coming back to life.

Meanwhile, the US dollar index rose by about 60 basis points, while even some exotic currencies with higher beta jumped too. Of course, some gold and silver enthusiasts wonder if a vaccine is enough to kill both the Covid-19 virus and the bull market in precious metals as gold and silver lost between 5 and 9%. However, if you look at the markets today, the chances are that smart money, in particular, will start to buy the dips in the precious metals.

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Commented by André Will-Laudien on November 12th, 2020 | 11:33 CET

Barrick Gold, Palantir Technologies, Osino Resources: Take a deep breath!

  • Gold

Small clearance sale! On wild vaccine Monday, the price of gold fell nearly USD 100 but has so far held at the critical support level of USD 1,850 after Pfizer and BioNTech announced a potential vaccine against the COVID-19 virus. Many investors hold gold and silver (also beaten by 7%) as crisis protection. This can go wrong in the short term - but in the long term, it is exciting.

"The virus may disappear, but that doesn't mean that economic growth will turn around on a cent," said Ole Hansen, Head of Commodity Strategy at Saxo Bank. "A lot of damage has been done that cannot be easily repaired or will take a long time to fix". That's just the way it is - COVID-19 changes a lot of things, especially the risk mentality of people. The economies have to go in new directions in 2021/22.

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Commented by André Will-Laudien on November 11th, 2020 | 13:55 CET

BIGG Digital Assets, VISA, American Express: Pay per Coin & Click!

  • Blockchain

The stock markets are on a rollercoaster ride - so are the cryptocurrencies. For the past 48 hours or so, the stock markets have experienced unparalleled volatility. While some stocks are taking off in the hope of a quick end to the pandemic, others are losing ground, while in recent months have been able to benefit from the pandemic restrictions. The crypto world is even more volatile, but the individual coins are developing very differently. Up-to-date there are according to CoinMarketCap.com 7,637 Coins, which are traded on 32,540 markets and represent an added value of USD 441.2 billion. The old father of the movement, the "Bitcoin" stands alone for USD 282.7 billion or 64% of the total market. It has grown by 60% in 2020. Service providers and payment processors are active in this market, but with different objectives. PayPal announced its entry a few weeks ago, and now the hunt for successors begins. We take a look at the protagonists of this not so new market segment.

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