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 March 28th, 2022 | 13:40 CEST
Rheinmetall, Hensoldt, Kleos Space - These stocks have the Ukraine perspective!
No one would have thought that the sense of peace and security that Europe has built over the past 75 years could dissolve in just 4 weeks. The war in Ukraine is taking on unimagined traits, with threats between East and West intensifying at what feels like 24-hour intervals. With each verbal attack by Joe Biden, communications become tighter and more threatening. What will our world look like after another 4 weeks? We do not know. At any rate, the capital markets are trying to price in the consequences of the war. They are still relatively optimistic, possibly even too positive, considering the enormous inflationary pushes and the still unclear economic effects. We look at some price outliers in this explosive environment.
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Commented by André Will-Laudien on March 23rd, 2022 | 11:54 CET
Next oil crisis? Shell, Globex Mining, Glencore, Gazprom - Which stocks can deliver?
Ongoing armed conflicts in Ukraine may escalate into a global commodity and economic crisis. After all, supply chains have already been severely impacted by the global COVID pandemic. Believing that these irrationalities will eventually be put behind us, Central Europe, in particular, is now threatened with an energy shortage not seen for 50 years. The last oil crisis dates back to 1972/73 when on November 25, 1973, car traffic came to a standstill throughout Germany for the first time. In response to the rising fuel and heating oil prices, the German government had imposed a driving ban on four Sundays under the Energy Conservation Act. Will it come to that again - almost unthinkable today? We take a look at crucial raw material suppliers.
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Commented by André Will-Laudien on March 22nd, 2022 | 10:08 CET
NEL, dynaCERT, Plug Power, Ballard Power - Oil & Gas infinitely expensive, where are the hydrogen stocks?
What a dramatic move for oil and gas! It was a movement with an announcement. Fossil fuels are being traded as if any sources were about to dry up. Due to the armed conflicts in Ukraine, analysts see the danger of a severe supply shortage of oil and gas if the Western countries impose an embargo on Russian oil and gas supplies. Europe, in particular, is likely to suffer because of its heavy dependence on the East. In order to secure the supply, one hopes for an OPEC production adjustment, which is probably not yet political consensus. For the past 3 weeks, concepts for alternative energy generation have again been in the spotlight. The acceleration of hydrogen technology remains a topic of desire for all politicians. What is the current status?
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Commented by André Will-Laudien on March 21st, 2022 | 13:10 CET
Attention - MorphoSys, Valneva, CureVac, MAS Gold: These shares smell of a turnaround!
The biotech sector, especially around vaccine manufacturers, has recently fallen somewhat out of fashion - Germany's most extensive Corona measures have likely already taken place. The general willingness to vaccinate can hardly be increased, and the vaccination obligation was dropped without a trace after lawyers formed a massive wave of lawsuits. But now that the Omicron infection figures are exploding to unimagined heights, we can expect a hot autumn again after a summer with a breather. "Corona has come to stay!" said Karl Lauterbach when he was not yet health minister. We take a look at some shares that have recently rebounded strongly.
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Commented by André Will-Laudien on March 18th, 2022 | 10:42 CET
The China stock rally - Alibaba, Hong Lai Huat, Tencent, Baidu: Buy or Sell?
What a rebound! For months, SEC threats pounded the Chinese ADRs on the NASDAQ. Lack of transparency, arbitrary government intervention and flawed accounting could negatively impact US investment goals. With her investment firm ARK, Cathie Wood was an early responder, blowing the whistle on Chinese tech stocks as early as mid-2021, but even her ARK Innovation ETF is down over 50% from the high. However, the Alibaba share took the cake, plummeting a full 75% from its high by mid-March 2022. In the aftermath of the sell-off, the Hang Seng Index made its most significant positive daily jump in 15 years, gaining 11% at its peak. Is this the turnaround now? We take a closer look.
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Commented by André Will-Laudien on March 17th, 2022 | 13:10 CET
Hensoldt, Gazprom, Triumph Gold - These stocks will explode like Alibaba!
The Ukrainian crisis has triggered a humanitarian catastrophe and a deep and extended price increase around the globe. Inflation is galloping, so central banks will have to react soon. In terms of COVID-19, not much is likely to happen after the freedom declarations, but whether the economy can sustainably gain momentum remains questionable. Supply chains have been disrupted, interest rates for financing are rising vehemently, and there are many question marks on the raw materials side, especially in the metals sector. As if by magic, there was a strong countermovement after the sell-off in China and Hong Kong in the last few weeks. And Alibaba & Co. made leaps of joy of up to 25% plus. We look at other price share price curiosities.
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Commented by André Will-Laudien on March 16th, 2022 | 12:20 CET
Rheinmetall, Nordex, Kodiak Copper: The 100% stock sensation in copper and nickel!
At the start of this week, the London Metal Exchange (LME) had to suspend the futures market on nickel because the margin calls overwhelmed some market participants. Forward prices had exploded from USD 25,000 to USD 100,000 within two weeks. As a result, the critical industrial metal is more expensive than ever before. The LME will resume nickel trading today. It will be interesting to see where the short squeeze will drive the price. In the meantime, the few producers of the metal have probably also set out to bring their mined goods to the market in the best possible way. Similar shortages now exist in the electrical conductor metal, copper, and some other battery and high-tech metals. We present a few interesting investments.
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Commented by André Will-Laudien on March 14th, 2022 | 13:23 CET
The battery sensation: Varta, BYD, NIO, Power Nickel: Shares down, oil price above USD 150?
Since the invasion of Russian troops in Ukraine, the changes in the world are now clearly noticeable. Above all, it is tragic that thousands of people have died, and millions are once again forced to flee their homes. There is despair and compassion all over the globe because most nations have been blessed with peace for decades. The standard of living has also increased significantly in 95% of regions. Now, time seems to be running backward again: raw materials, food and everyday necessities are becoming dramatically more expensive, leading to substantial inflationary spurts sector by sector and pushing the level of prosperity back again. But it also shows: We humans must become more independent of fossil energy and advance alternative technologies. We show you shares that are in line with this trend.
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Commented by André Will-Laudien on March 9th, 2022 | 12:56 CET
Panic oil price USD 130: Volkswagen, Porsche, Nevada Copper, Mercedes - Next push for e-mobility!
The panic moves in the oil and gas markets are making a trend increasingly apparent: For raw material importers, the historical dependence on fossil fuels is becoming unaffordable. Consequently, alternative energy and drive concepts are enjoying a renaissance, and GreenTech stocks are already the big winners. The same applies to copper: It is an essential metal for the high-tech industry due to its extreme conductivity. There has been a supply deficit since 2019, and the price has already quintupled in the years 2020 to early 2022. Who will close the dramatic gap?
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Commented by André Will-Laudien on March 8th, 2022 | 11:03 CET
Rheinmetall, Altech Advanced Materials, Varta, Standard Lithium - Who can deliver?
Oil, gas, steel, and wheat - these are the goods that are becoming extremely scarce due to the Ukraine crisis. Scarce in the sense of expensive. Because, in the case of oil, OPEC does not yet want to adjust its production quotas. After all, they are currently earning splendidly with prices of up to USD 135 for Brent. Russia and Ukraine are important producers of steel and wheat, in addition to their 11% market share in oil and gas production. Steel is likely to be real short supply, as the start-up of several idle blast furnaces will take the West some time. And as for wheat, the futures market tells us it is up 46% this year. So it is clear the commodity rally and supply chain theme continues. Which companies should we be paying attention to?
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