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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 12th, 2021 | 08:30 CEST

BioNTech, Formycon, Psybio Therapeutics: A chance for normality?

  • Biotechnology

It is a matter of course: The desire for normality! Things have not been normal over the last 12 months, which everyone is now feeling. Our society has had a lot to shoulder since the turn of the millennium. The extreme increase in radicalism, the emergence of dangerous dictators and incompetent politicians, the polarization of beliefs, the explosive development of wealth in shares and real estate owners with simultaneous global impoverishment, the excessive indebtedness of the states, and now, a worldwide pandemic of unimagined proportions. It takes a good deal of imagination to believe in a "normalization" and then a more philosophical question quickly arises: What does an economic reality with and after the pandemic look like?

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Commented by André Will-Laudien on April 9th, 2021 | 09:03 CEST

Steinhoff, Carnival, The Place Holdings - Get in now?

  • Investments

The market wants to go up seemingly endlessly - no more setbacks? The question arises again about the shares that have fallen behind. Some stocks have not yet been swept upwards in the general pull - perhaps for good reason. The stock market currently loves momentum. What rises usually rises further and further. Valuation has long ceased to play a role because with negative interest rates the whole financial theory is somehow undermined. In the past, an interest rate was always assumed to calculate company values or risks, which has been obsolete for 3 years, namely zero.

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Commented by André Will-Laudien on April 9th, 2021 | 09:00 CEST

Barrick Gold, Triumph Gold, Gazprom - Goodbye crypto, the gold rebound is coming!

  • Gold

The investment in precious metals is generally referred to as long-term asset protection. An ounce of gold has gained almost 500% since 2005, and when averaged over a year, this provides a return of 9.6%. Stocks have risen by an average of 9.2% per year since 2009, while bonds, as measured by the Bund future, are trading at a 100-year high with negative yields and a negative interest rate in real terms. Real estate in good locations has more than tripled in value over the past 20 years. The inclined observer asks himself today, with which assets can one still achieve a real increase in wealth? Away from the capital markets, we recommend selected paintings and sprightly vintage cars, but 5-10% should flow into gold and silver, in part physically too, of course.

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Commented by André Will-Laudien on April 8th, 2021 | 09:49 CEST

Infineon, Airbus, Lufthansa, Almonty Industries - High-tech is the bottleneck!

  • Tungsten

In order to limit global warming, the world must become climate-neutral. For this, it will require removing billions of tons of CO2 from the atmosphere and storing it. Meanwhile, the Corona pandemic raises entirely different problems. Planned investments in research and development cannot be carried out as planned due to a lack of raw materials and the supply of certain necessary resources. Primarily, this affects high-tech manufacturers, but even basic technologies can only be developed with difficulty. We shed light on the facets of an economy trying to move a great deal, but with a giant brake block in front of it.

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Commented by André Will-Laudien on April 8th, 2021 | 09:42 CEST

Nel ASA, dynaCERT, FuelCell Energy - Hydrogen, the second wave!

  • Hydrogen

The hydrogen hype is entering its second wave. The reason is undoubtedly the current draft resolution of the Joe Biden package in favor of the global climate goals. This package contains an investment sum of several hundred billion US dollars to lower climate damaging emissions. The market will decide whether battery or hydrogen technology will play a greater role here; the only important thing is that the funds for the start of the research projects are released quickly. 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 take place without any negative environmental impact.

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Commented by André Will-Laudien on April 7th, 2021 | 09:58 CEST

SKRR Exploration, First Majestic Silver, Millennial Lithium - Commodities in demand as never before!

  • Commodities

Commodity prices are spiraling upwards almost daily. The demand for industrial metals is higher than it has been for the last 10 years, and it seems that industrial companies can hardly save themselves from orders despite the pandemic. Yesterday was also a day for precious metals, and they were able to gain 1-2% across the board. In gold, the critical line around USD 1,680 has recently held again, and now the market is trying to take out the upper boundary lines at USD 1,790 and USD 1,835. Due to the omnipresent inflation, the spark should also finally jump in gold. The other metal prices have long since followed the global inflation.

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Commented by André Will-Laudien on April 7th, 2021 | 09:40 CEST

SunMirror, Varta, Akasol, IBU-tec - The new batteries are coming fast!

  • Metals

The industry is now overflowing with pronouncements on electric mobility! The USD 2 trillion infrastructure plan unveiled by Joe Biden includes allocating hundreds of billions of dollars for measures against the vexing climate change. According to estimates by the renowned investment house Raymond James, the funds earmarked for climate spending total USD 628 billion, including USD 174 billion for research into electric mobility and another USD 100 billion to rehabilitate the USA's ailing power grid. Reason enough for us to take a closer look at metal and battery stocks.

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Commented by André Will-Laudien on April 6th, 2021 | 11:04 CEST

Scottie Resources, Barrick Gold, ThyssenKrupp - These stocks are taking off!

  • Gold

With each political message, the gold price fluctuates as rarely before. Since January, the trend has been down again after the August 2020 high of USD 2,074; it is now at least USD 350 lower again. Investors' risk appetite is robust because stocks and cryptocurrencies are in demand, while bonds and precious metals are currently somewhat neglected. Selling pressure in the bond markets has recently pushed the ten-year US yield to a 14-month high of over 1.77%. The selling pressure in precious metals is having a particularly negative impact on the world's largest gold ETF, SPDR Gold Shares, whose gold holdings have fallen from 1,171 to 1,038 tons since the turn of the year. However, because the mass is usually not correct, this rather implies an imminent recovery. In the following, we take a brief look at promising stocks.

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Commented by André Will-Laudien on April 6th, 2021 | 10:22 CEST

Sierra Growth, BYD, Ballard Power - Copper versus hydrogen!

  • Copper

Emission-free mobility - who will make the race? In the last 3 weeks, there have been strong movements in battery metals. Nickel almost doubled to USD 19,500 within 12 months, followed by a correction to USD 16,000 in April. Copper fared better. Here the price fell back from USD 9,500 to USD 8,750. However, the gain over the year for both metals is still just under 100%. In the first quarter of 2021, there was a jolt in the development towards e-mobility because VW blew the big attack against Tesla. After all, VW sells 10 times more cars than its Californian competitor, and now the battle for electric customers is really getting underway...

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Commented by André Will-Laudien on April 1st, 2021 | 06:17 CEST

Blackrock Silver, Deutsche Bank, Heidelberger Druck - Turnaround stocks in the Easter basket!

  • Investments

During advanced stock market upswings, many investors ask themselves daily which stocks might still be left behind? One thing is for sure: NASDAQ technology stocks have set several historical landmarks in the Internet, IT, e-mobility and hydrogen sectors. With rises of up to 2500%, it should start to cool down. The widely used argument for further rising prices: Too much liquidity - No alternatives! That is true, but those who have already earned handsomely with other stocks can also bet on the stragglers. Here we present a few to choose from.

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