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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 April 23rd, 2021 | 07:37 CEST

Triumph Gold, Barrick Gold, Ballard Power - The Returners!

  • Gold

The ECB does not change its expansionary monetary policy. In the short term, uncertainty remains high. In the course of the year, progressive vaccinations and a lifting of coronavirus restrictions should lead to a strong economic recovery, said ECB President Christine Lagarde yesterday at the press conference. Given the rampant government spending to fight the pandemic and rising stimulus budgets for the economy, a course correction on rising interest rates could not have been expected. After all, who is supposed to bear the high-interest costs when companies are no longer making profits, the treasury has to take on EUR 152 billion more in debt and tax revenues are also falling. All in all, this is an excellent opportunity for precious metals.

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Commented by André Will-Laudien on April 22nd, 2021 | 09:44 CEST

Defense Metals, Lynas, NEL - Profit from the shortage of metals!

  • RareEarths

Now it depends! The Bavarian Minister President's renunciation of the chancellor's post resulted in a strong shift to the left in the election polls. For the economy, this decision probably means more challenging conditions because the much-discussed shortage of raw materials and the bottleneck in high-tech components will hardly improve in the short term due to this change of political direction. Already today, there are question marks on the faces of industry leaders as to how Europe is to ensure its long-term supply security for essential metals. The new political direction vehemently calls for the climate neutrality of the European economy, but in Germany, we need good ideas rather than bans.

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Commented by André Will-Laudien on April 21st, 2021 | 09:33 CEST

RYU Apparel, Aston Martin, LVMH - Finding the right style in the boom!

  • Investments

Crazy stock market days these are! No sooner had Coinbase gained the listing on NASDAQ than cryptocurrencies peaked at a massive turnover and the stock market goes into reverse. Everything that was saddled up in a month, bitcoin had lost in just 48 hours. But volatility is currently a well-known phenomenon, and so far, everything has gone well. The technology stocks hold the flag high, and the NDX could make up a handsome 15% in just 6 weeks; the new high is now 14,065 points. However, it is shaky in airy height because the last real correction was already 2 months ago. Today we are looking at the style and luxury industry because it is often suitable for reducing the volatility in the portfolio thanks to its stable earnings.

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Commented by André Will-Laudien on April 20th, 2021 | 11:53 CEST

Silver Viper Minerals, Coinbase, SAP - There are always winners!

  • Silver

It is once again time to look at the precious metals, as the week started yesterday with slightly weaker stock prices and a rather battered crypto world. Its main protagonist, the Bitcoin, had made a jump to almost USD 65,000 in the last 5 days - but the euphoria was now abruptly curbed when it slid down by over USD 12,000. Not a good day for those who entered recently, but given the tenfold increase since the beginning of 2020, probably bearable for most. Where does this volatility come from? Market technicians speak of an incipient nervousness due to the sharp rise in stock and crypto prices in the last 3 years. Whatever the outcome, precious metals have profited in any case. Gold & silver plus 1-3% at the peak. We look at selected opportunity stocks.

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Commented by André Will-Laudien on April 19th, 2021 | 16:58 CEST

Rock Tech Lithium, BYD, Millennial Lithium - The lithium boom is coming!

  • Lithium

The lithium theme is gaining tremendous momentum. According to Bloomberg data, junior lithium companies have already raised about USD 530 million this year. One of the largest capital raises has been Lithium Americas Corp. which has raised a total of USD 500 million through placements in 6 months. The reason for this high level of activity is the announcements by the automotive industry that they plan to invest record amounts in mobile battery technology over the next 5 years. We are talking about a total of over USD 50 billion that Tesla & Co. will soon be launching in order to get their hands on future mobility. Climate change activists should be happy about this. Here are a selection of stocks that are putting the pedal to the metal on this.

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Commented by André Will-Laudien on April 15th, 2021 | 10:40 CEST

The Very Good Food Company, Unilever, Kraft Heinz Company - People always eat!

  • Vegan

Vegan food is becoming increasingly popular. On the one hand, public opinion is increasingly directed against unethical animal husbandry. On the other, we as consumers are becoming aware that traditional livestock farming is a factor in global warming. After all, the production of one kilo of Argentine steak requires 5,000-15,000 liters of water. The figure comes from the WWF study "Water footprint of Germany." Added to this is the methane production of livestock farming, not to mention all the other problems of factory farming. Currently, about 1.5 billion animals are kept worldwide. However these numbers are calculated, they are all mind-boggling statistics compared to the little meat on our plates. In short, not only since Greta Thunberg, a trend towards more sustainable nutrition, animal welfare and ultimately less meat consumption and the use of plant-based meat substitutes has become established. The topic is omnipresent!

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Commented by André Will-Laudien on April 15th, 2021 | 07:24 CEST

Coinbase, Plug Power, NSJ Gold Corp. - Bitcoin, inflation, gold - triple whammy!

  • Gold

The crypto craze has erupted. Nothing is currently causing as much of a stir as cryptocurrencies, their trading platforms and all the service companies surrounding them. Never before have there been such price surges in associated assets in such a short period. There is widespread talk of the crypto world as a means to combat inflation and provide a new payment system. Let's be honest: a currency that fluctuates by more than 500% every six months is hardly suitable for mapping the payment flows of millions of transactions in the goods sector. A Bitcoin that cost EUR 10,000 in the summer of 2020 has reached prices of over EUR 50,000 today. How should one deal with this alleged "currency" - Impossible, as Bitcoin itself is probably inflationary!

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Commented by André Will-Laudien on April 14th, 2021 | 12:30 CEST

Osino Resources, Barrick Gold, Sibanye Stillwater - Gold in Turnaround!

  • Gold

The large gold producers are left lying in the current environment. What counts on the capital markets is the slight inflation, which one gladly accepts, because the economies have been suffering for years from the prescribed minus interest rate and deflationary tendencies. In other stock market cycles, demonetization phases were always good times for the precious metals; this is not yet evident at present. After the significant correction in March 2020, there were sharp rises in mining stocks until late summer 2020, but a large part of the gains will gradually melt away again in 2021. Is there still hope for the precious metals?

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Commented by André Will-Laudien on April 13th, 2021 | 12:29 CEST

Yamana Gold, Goldseek Resources, First Majestic: Bet on gold & silver now!

  • Gold

Constantly tapping into the price of gold & silver seems to be a fashion. One gets the oppressive feeling that there is an endless letters page in the exchange-traded precious metals as an observer. However, this is only partly true. In paper or derivative form, there are a great many issuers who bring gold and silver to market in the form of margin deposits, entitlements or debentures. Physical metal is traded only on futures exchanges in the form of futures, these must be delivered at some point, but usually, the maturing contracts are rolled on. If you believe the outlets selling physical gold and silver, this market has been empty for years because larger quantities cannot be ordered.

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Commented by André Will-Laudien on April 13th, 2021 | 10:59 CEST

Kleos Space, Airbus SE, SAP SE - Buy space high-tech now!

  • Space

Three themes combined: big data - artificial intelligence - satellite technology. Cathie Wood, a world-renowned fund manager, is the CEO and CIO of ARK Invest, which runs the three highest-yielding equity ETFs of the past three years. According to the Wall Street Journal, her latest product, ARKX Space Exploration, raised a whopping USD 536 million in its first five days of trading. Cathie Wood's newly launched and exchange-traded fund, which focuses on investments in space exploration, is thus well on its way to becoming one of the most successful fund launches in history. The figures far exceed the industry average of all ETFs, which raised an average of USD 100 million in the first 3 years. We take a closer look at possible target investments for the fund.

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