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 2nd, 2021 | 13:26 CET
BYD, NIO, Defense Metals - Save the climate, make a profit!
No one at the G20 meeting had expected any great leaps forward in climate policy - the participants had already made sure of that in advance by lowering expectations considerably. Nevertheless, there was a common goal before the summit in Rome: to send a strong signal for the UN Climate Change Conference in Glasgow. So postponed is not canceled. Of course, everyone is aware that this is the least that the heads of state and government of the 20 largest industrialized and emerging countries can do. After all, together, their countries are responsible for 80% of global greenhouse gas emissions. If they do not act, climate protection will be in a dire state. We take a look at exciting investments with climate relevance.
Read
Commented by André Will-Laudien on November 2nd, 2021 | 12:59 CET
Newmont, Tembo Gold, First Majestic - The inflation bubble is filling up!
With the current climate debate and the parallel GreenTech hype, the development of precious metals is being ignored and left aside. Investment flows are going into the strong momentum stocks from the tech sectors, and gold and silver keep ending up on the sell lists after minor recovery attempts. The Federal Reserve is worried about dealing with the latest inflation data; after all, the economy is still laboring from broken supply chains and blocked sea routes. There will not be much growth in 2021 either, which does not seem to bother the stock markets. After all, shareholders like to hear the magic word "inflation," as it promises higher nominal profits and historically high asset prices. But the topic of gold and silver will come, so today, we look at interesting mining stocks.
Read
Commented by André Will-Laudien on November 1st, 2021 | 12:50 CET
Barrick Gold, Central African Gold, Gazprom - Gold becomes a fireball!
The development of gold follows the inflation trend in our economies in the last 25 years. Before the turn of the millennium, the ounce was still below USD 200. Due to the real estate bubble after the dot-com boom and the devastating effects of the US subprime crisis, the precious metal reached its temporary peak in 2011 at USD 1,950. At that time, the ECB tried to prevent the collapse of Greece with emergency loans. With the deployment of EUR 336 billion, this European rescue experiment succeeded for the time being, but the gold price then lost value again in the following years until 2015, down to USD 1,120. Last year, there was then a new attempt in the direction of north. In May, the precious metal reached USD 2,050 - a plus of USD 600 since the Corona Crisis. Where does the metal go from here?
Read
Commented by André Will-Laudien on October 29th, 2021 | 10:23 CEST
NEL, Plug Power, Royal Helium - Hydrogen rally, now it's rolling!
Only months ago, the comparatively expensive production of green hydrogen was put side by side with cheap Russian gas. Things can move that fast! The gas price has risen by 500% within 3 months, and the calculations are being recalculated. The explosive development of prices in the last 12 months shows how strongly shortages can affect the raw materials market. On average, known commodities increased by at least 25%, metals by 60-80% and energy doubled just like that. However, gas takes the cake with plus 600% in just 6 months, which gets the hydrogen industry buzzing. We take a closer look.
Read
Commented by André Will-Laudien on October 28th, 2021 | 12:04 CEST
Canopy, Tilray, Sativa Wellness, Formycon - Finding the next cannabis rocket!
The big bull market in cannabis ran through 2018 and 2019, and then in 2020, the reality set in that only a fraction of states around the world will implement general licensing for hemp. The newly elected federal parliament has its first constituent session these days. Climate change and investments in digital infrastructure are two of the most important topics in the coalition negotiations to form a new federal government. One topic that is not quite so high on the list of priorities, but is already causing a lot of excitement in the run-up, is the possible legalization of cannabis. The Greens and FDP have been advocating legal, regulated trade for some time. Of course, nothing has been decided yet, but the outgoing federal government's drug commissioner, Daniela Ludwig of the CSU, already warns of the consequences. We take a look at important industry representatives.
Read
Commented by André Will-Laudien on October 27th, 2021 | 11:03 CEST
NEL, Clean Logistics, Ballard Power, FuelCell Energy - Hydrogen in the third wave!
The hydrogen hype is entering its third wave. The price increase of fossil fuels increases the pressure to switch to alternative energies and new propulsion concepts. Governments around the world have therefore decided on rapid decarbonization. For the EU, the resolutions were already passed in 2020. In the USA, Joe Biden has now extended his environmental package to USD 1.5 billion. The market will decide whether battery or hydrogen technology will play a greater role here; the only important thing is quickly releasing the funds to finance the upcoming research projects. Time is pressing because the pandemic has put many industries on the sidelines. The transport industry, in particular, depends on the sale of goods, and in the future, this should occur without any negative environmental impact.
Read
Commented by André Will-Laudien on October 26th, 2021 | 12:27 CEST
LVMH, Diamcor Mining, TUI, Carnival - Another lockdown or profit explosion?
The poor are getting poorer, and the rich are getting richer. Demographic studies suggest that in Europe, especially Germany, large sections of the population will be affected by poverty in old age. The reason: falling income in real terms due to high inflation, especially for everyday goods. The official inflation rate of the central banks is window dressing because the hedonically calculated indices include, for example, increases in the performance of mobile devices and thus compensate for the exploding prices of energy and food. Luxury is a particular area of consumption that tends to be attributed to the privileged tiers of the population. Here, the increase in prosperity is supported by inflation on the income side and enables the suppliers of luxury goods to achieve sustained high growth rates.
Read
Commented by André Will-Laudien on October 25th, 2021 | 11:41 CEST
GSP Resource, Nordex, JinkoSolar - Alternative energies on the rise!
The political course set in Germany is also decisive for further progress in the EU's complex opinion-making process. Nordic countries want to promote alternative energies much more strongly, while more southern members are increasingly focusing on nuclear power. French Prime Minister Macron intends to invest a total EUR 30 billion in the expansion of nuclear energy, hydrogen technology and e-mobility as part of his "France 2030" plan for the future. Nuclear power is set to disappear from the German energy mix. The race is already evidently on in Europe to see who will be allowed to cover our electricity shortfall in the future.
Read
Commented by André Will-Laudien on October 22nd, 2021 | 10:32 CEST
Plug Power, Enapter, SFC Energy - The climate savior is hydrogen!
The strong increase in energy prices is driving the inflation rate in Germany to a high level. With an increase of 4.1% compared to the same month of the previous year, inflation accelerated again in September. Already in July, the ECB thought that a cyclical high might have been reached. It has reached its highest level in almost 28 years, only in December 1993, it was once briefly above the 4% mark. These are historic times into which Western society is now moving; unfortunately, no one knows when the end will be. The efficient production of hydrogen and its industrial utilization would make our energy supply affordable and environmentally compatible in the long term. Unfortunately, the current technologies are still costly and not suitable for mass production. However, hydrogen remains a hot topic on the stock market. We take a look at some of the protagonists in the H2 thriller.
Read
Commented by André Will-Laudien on October 21st, 2021 | 13:26 CEST
Palantir Technologies, Kleos Space, Airbus, Boeing - Profits from air and space travel
Regardless of the discussion about who has now crossed the border into space, all tourist space flights have one thing in common - climate neutrality probably does not play a sustainable role for the initiators, given the manageable demand and horrendous ticket prices. After all, the wealthy travelers are in the minority, so an "anti-climate flight" can also be justified with the service to progress. Even the operation of a V8 engine in a Ford Mustang surely teases out a suitable justification for the operator's action. How about this one: permanently maintaining a classic car saves thousands of tons of CO2 compared to buying a new battery-powered vehicle. That is probably correct, so hopefully, the Mustang in question will last the next 30 years. We turn our attention to flying business models.
Read