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 January 20th, 2022 | 12:51 CET
Alibaba, Hong Lai Huat, Tencent: Now things are really taking off!
The Asia region remains on the growth path. The economies of China, Singapore, and Indonesia achieved 4.5 to 6.5% growth in 2021. Prosperity is not yet comparable with the West. But the developed zones around the metropolises have already shown high momentum for years. The real estate market, in particular, is booming in China as well as in Hong Kong, Singapore and Japan. It is uncertain how long the low interest rates will continue to support these markets because the Federal Reserve has already announced that it will exit the liquidity bubble. Who can surprise in the current environment?
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Commented by André Will-Laudien on January 19th, 2022 | 13:45 CET
BYD, Almonty Industries, Varta - E-mobility needs critical metals!
The pandemic has disrupted supply chains in the raw materials sector. In Brandenburg, a new Tesla electric car is expected to roll off the assembly line every 45 seconds in the future. But the permits for the water supply are dragging on. The new plant was supposed to go "online" in 2021. In addition to the regulatory requirements, however, it is primarily the availability of scarce raw materials that hamper the innovative spirit of the high-tech industry today. In particular, metals and battery raw materials are in high demand and have become a bone of contention in globalization. We look at both sides of the increasingly complex supply relationship.
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Commented by André Will-Laudien on January 18th, 2022 | 12:13 CET
Lufthansa, TUI, Desert Gold - Explosive turnaround at the start of 2022!
There was no sell-off in 2021 after all. Although the DAX started to crash in October and November, and the 200-day line was clearly undercut on both occasions at 14,850 points, the market nevertheless held these lines. The crash prophets all went quiet again, and by the end of the year, the index was back to just under 16,000 points. Who would have thought it - twice a whole 1,200 points reversal as if nothing had happened. High inflation figures and Omicron fears could not push the high liquidity out of the market so far. At the beginning of 2022, there are signs of a rebound for some beaten-up stocks.
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Commented by André Will-Laudien on January 17th, 2022 | 13:42 CET
wallstreet:online, TeamViewer, Microsoft - These values will continue to inspire in 2022!
Anyone who wants to secure a piece of the market share in online business today must develop good digital concepts and exceptional customer service. Many business models have undergone a real test with the pandemic. Here, it had to be shown what appeals to the platform customer and where the advantages for home office users lie. As a result, only a few succeeded in achieving digital perfection. We look at three successful online business models with growth potential even in a post-pandemic world.
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Commented by André Will-Laudien on January 13th, 2022 | 13:45 CET
Triumph Gold, Delivery Hero, HelloFresh - Exploding like TeamViewer!
Inflation is galloping, so the central banks will have to react soon. In the matter of COVID-19, an endemic is expected after the overcoming of Omicron. That would likely bring a boom to the economies. The high volatility on the capital markets has now manifested itself, and the basis of the argument changes almost daily. For us, it is a suitable opportunity to take a look at highly volatile investment vehicles. Actually, the sails are set, but inflation can still dash the party - but that would again be a buying argument for the precious metals!
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Commented by André Will-Laudien on January 12th, 2022 | 12:08 CET
Barrick Gold, MAS Gold, Deutsche Bank, Commerzbank - Breaking News: FED raises interest rates!
Loretta Mester, another member of the Federal Reserve, has signaled a key interest rate hike for March. The central bank president of Cleveland spoke to Bloomberg of conditions that led to reconsider the easing measures. It clearly indicates further tapering steps and a turn on the key rate. It would be the first rate hike since the pandemic began. There are enough indications that inflation is too high, as the last price increase for the US was plus 6.8%. Gold and banking stocks should benefit from this decision. We are looking for investment opportunities around inflation.
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Commented by André Will-Laudien on January 12th, 2022 | 11:03 CET
Valneva, Cardiol Therapeutics, Novavax: Hitting the nail on the head!
What is the correlation between the development of drugs or vaccines and the price of the company in question on the stock market? Difficult to answer because there is an almost infinite number of research areas in the field of biotechnology. Not all of them are at the center of media interest, while some topics, in contrast, experience true hype phases. COVID-19 is a viral disease that is to be overcome with all available research resources, and the attention on the capital markets is correspondingly high. Those who can demonstrate success in this area achieve high prices and valuations. But who will deliver the ultimate vaccine or a revolutionary drug to treat infected people? Lots of speculation, risks and opportunities in equal measure. We take a look at some interesting companies.
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Commented by André Will-Laudien on January 11th, 2022 | 12:03 CET
Gazprom, Memiontec, E.ON, Siemens Energy - Water is the oil of tomorrow!
In the mind of current politics, the world of tomorrow is supposed to get by without oil and petroleum products. Modern fuels with fewer emissions and the abandonment of plastic packaging could reduce the amount of oil and plastic products needed. But with this line of thinking, all countries would have to act in unison and put the petrochemical industry on the sidelines. Whether this will result in less plastic ending up in the Pacific remains questionable, but we are already experiencing one effect: a noticeable increase in the price of all energy and utility services. Green policies are nice, but they slow down economic performance considerably. Who will benefit from the long-term policy choices?
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Commented by André Will-Laudien on January 10th, 2022 | 10:22 CET
Tembo Gold, BioNTech, Valneva, MorphoSys - Turnaround or crash?
At the beginning of the year, there is much talk about the seemingly eternally running stock markets and the infinite wealth of those who have done everything right. Of course, shorting Tesla was a risk; it went wrong 85% of the time. However, since the "minutes" of the Federal Reserve, it is perhaps not a new short with the announcement. Because interest rates will probably have to rise once the tapering gets going. Incidentally, opinions are divided on the inflation trend: some banks estimate a 1 before the decimal point, others see a 5. So what now? Interest rates up mean problems for growth stocks; interest rates down could mean a continuation of the bull market. We take a look at interesting shares with their own stories.
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Commented by André Will-Laudien on January 7th, 2022 | 11:46 CET
Varta, Nordex, Kodiak Copper: The 100% opportunity with copper in 2022!
The climate decisions made in Glasgow in November are casting their shadows far ahead. It is becoming clear to the protagonists: electromobility and efficient electricity storage are increasingly important for the energy transition. Consistent decarbonization requires research, development and production of drives, batteries and components. The red conducting metal copper is an essential component of electrical components of all kinds. Today, an e-drive vehicle requires three to four times the amount of copper as an internal combustion model, plus the great demand in industrial manufacturing processes. The earth's reserves are exhaustible, and copper, in particular, is pretty much on the edge. We take a look at some interesting investment opportunities.
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