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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 March 8th, 2021 | 11:08 CET

Barrick Gold, Varta, Osino Resources - Into the Fallen Angels!

  • Gold

For more than 6 months now, the gold correction continues. The high of USD 2,075 in August 2020 went down in waves until a cyclical low of USD 1,687 was reached last week. The trigger was the inflation warnings celebrated by Fed Chairman Powell, which sent the US bond market into the basement. The 30-year US bond (long T-bond) has now lost a full 10 points in price since October 2020, and the yield currently stands at 2.31%. Inflation bells ring at yields above 2.50% - so the distance to the signal line is no longer too great. If the ghost of inflation returns, the precious metals are likely to jump.

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Commented by André Will-Laudien on March 5th, 2021 | 10:04 CET

The best hydrogen stocks! Plug Power, Ballard Power, Nel ASA, dynaCERT

  • Hydrogen

Things are getting exciting in the hydrogen sector. For the past 3 weeks, the question has no longer been where the upward trend will take us; instead, we are primarily interested in how robust a business model is to survive a major stock market correction. Markdowns of a good 30-40% have been made across the industry so far - given price increases of up to 2000%; it is a piece of cake when you calculate from the bottom up. However, some investors have entered the market at the highest prices - unfortunately, that's how mean stock market life is - the last one to bite is the dog. Today, we look at the business models of well-known hydrogen protagonists and go in search of the lost fuel for higher quotations.

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Commented by André Will-Laudien on March 4th, 2021 | 09:10 CET

SKRR Exploration, First Majestic, Lufthansa - These values take off!

  • Gold

Once again, a sell-off day for the precious metals! Often observed these days, in the morning, a stabilization of spot prices, US trade hardly sets in: Out with it! All supposed price gains are used on the other side of the Atlantic to sell short again. Yesterday, we started at USD 1,740 and ended up at the low of USD 1,702 - a minus of 2.2%. The strategy makes perfect sense in light of rising yields: Higher interest rates damage gold holdings - but they also indicate burgeoning inflation. And if this ghost continues to sail the halls, there will ultimately be a run on gold and silver. Only, as always, it's not the time yet, but it will not be long either!

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Commented by André Will-Laudien on March 3rd, 2021 | 10:22 CET

Kleos Space, Raytheon, Boeing - Only flying is more beautiful!

  • Space

Whether on land, in the air or on the water - people's movement data is now collected and analyzed in various ways. A wide variety of companies are now scrambling for the Big Data pie, which is continually being generated through the use of cell phones, cars and other devices linked to the Internet. Worldwide, 0.5 zettabytes of data are produced every day. In the meantime, the Internet has become ubiquitous and we now fear that we will no longer be able to cope with the amount of information. An appropriate metaphor for this is the flood of data we are exposed to every day at our desks and on the road. But one thing is certain: the big machines can handle our data brilliantly and draw their conclusions.

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Commented by André Will-Laudien on March 2nd, 2021 | 11:15 CET

Q&M Dental, Pfizer, BioNTech, Teva: Watch out for these pharma picks!

  • Pharma

The COVID pandemic has permanent surprises in store, which strongly influence our daily life. The province of Tyrol was sealed off entirely 2 weeks ago. The Czech Republic is being helped out with vaccine doses because the incidence figures are going through the roof. In Germany, hairdressers and DIY stores have been allowed to open again. Gradually, everyday life is returning to normal, but it will probably take some time before we regain the quality of life of the pre-Corona years. Let's take a closer look at various business models in the healthcare industry to get a feel for what's next.

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Commented by André Will-Laudien on March 1st, 2021 | 10:05 CET

JinkoSolar, NIO, Almonty - Rare metals, these are the buying opportunities!

  • Tungsten

The Purchasing Managers' Index (EMI) for the manufacturing sector in China measures the industrial sector's current situation. In the financial markets, this survey of purchasing managers and company heads is considered one of the most influential economic indicators because it shows the country's economic performance from several angles at an early stage. Yesterday, Sunday, this index came with a value of 50.6 - expected was 51.1, the last value was 51.3. If you think in categories of an imminent recovery to Corona, you will be slightly disappointed with this figure. After all, a value below 50 indicates recessionary tendencies - and China is not far from this mark.

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Commented by André Will-Laudien on February 26th, 2021 | 08:25 CET

REVEZ, Alibaba, Tencent: Digitization Made in Asia!

  • Software

Rumors are swirling about the strange short-squeeze. Some politicians in the US suspect Chinese Internet giants behind the GameStop hype. Even under Donald Trump, attempts had been made to ban Tencent's wonder app WeChat in the US. Even a ban on buying the stock for US investors was discussed at times. But then, fortunately, the decision was made in favor of the principles of the free market economy. After all, the discussion also coincided with the handover of office to Biden. Whether Biden will follow a similarly challenging course with China as his predecessor remains an open book because there are few foreign policy pronouncements at present.

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Commented by André Will-Laudien on February 25th, 2021 | 11:43 CET

BIGG Digital Assets, Palantir, Baidu: Crypto and Big Data - invest in the future!

  • Bitcoin

The crypto world is evolving rapidly and with volatility. The latest continuous firing is now coming from big companies like Tesla, who are using the run on cryptocurrencies as a marketing tool to serve their own purposes. Elon Musk must now be called the "Magician of the Markets." He is the dazzling entrepreneur who throws entire industries into turmoil. His flagship Tesla is now investing proprietary money in Bitcoin, and at the same time, buying a Tesla vehicle using Bitcoin is possible. The perfect ring closure in a market that just can't seem to settle down. We take a look at companies that are making good progress with the crypto world and the topic of Big Data so far.

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Commented by André Will-Laudien on February 24th, 2021 | 08:29 CET

Saturn Oil & Gas, Royal Dutch Shell, BP, Plug Power - The oil specialists!

  • Oil

Oil prices are currently moving at the upper edge of the annual range. In the case of oil, market participants expect a pioneering indication of the economy's state after Corona. Price buoyancy came once again from the US, where freezing winter weather led to logistical problems in the oil supply. There is a general trend of rising commodity prices, and successively all segments are affected. Commodity experts at the US investment bank Goldman Sachs expect oil prices to rise further in the coming months. Accordingly, the Brent price could rise to USD 70 per barrel in the second quarter and reach USD 75 in the summer months. Goldman Sachs has thus raised its previous forecast by USD 10 per barrel.

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Commented by André Will-Laudien on February 23rd, 2021 | 09:25 CET

wallstreet:online, TeamViewer, HelloFresh - Internet Boom 3.0, the list of winners!

  • Investments

When the dotcom boom took its course at the turn of the millennium, many immature and unpromising business models came onto the market. Over time, the winners established themselves and delivered their proof of concept. Working models and mobile applications revolutionized the application layer - the Internet became ubiquitous, useful and offered many complementary applications for daily life. A selection of companies are now riding the third wave on the Internet - the so-called pandemic wave. These business models show their strengths primarily in the areas of life currently in the spotlight: Remote Banking, Distant Working and Food Delivery. We take a look at the cards of three successful protagonists.

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