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 August 18th, 2025 | 07:05 CEST
Hydrogen versus nuclear power – 300% with Plug Power and dynaCERT, caution advised with Oklo and NuScale
Fuel cells have long been seen as a beacon of hope in propulsion technology, though they have only gained limited traction in the automotive sector. While batteries dominate the mass market, fuel cells score points primarily in heavy-duty and long-distance transport due to their range and short refueling times, as well as in stationary systems. Plug Power is working on infrastructure projects, while dynaCERT is making existing drives more efficient with hydrogen systems, thus serving as a bridge to the next era. At the same time, small modular reactors (SMRs) from suppliers like Oklo and NuScale are gaining in importance as they promise a stable, low-carbon energy supply for industry and hydrogen production. This opens up opportunities for investors in two future markets: sustainable mobility and scalable energy solutions – both enjoying political tailwinds and high growth potential. How should investors proceed with their portfolios?
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Commented by André Will-Laudien on August 13th, 2025 | 07:15 CEST
Attention, Takeovers: Things are heating up! Bayer, Eli Lilly, Vidac Pharma, and Formycon in focus
Volatility is king! Great for speculators, often difficult for long-term investors. Biotech stocks are extremely sensitive to study and approval news, especially in cancer research. Vidac Pharma is developing drugs that are designed to target tumor cells and cause them to die – risky, but with great potential. Despite its restructuring, Bayer is strengthening its oncology pipeline, especially in niche indications. Eli Lilly is benefiting from the boom in modern immunotherapies and, thanks to its strong financial position, can support long development phases. Formycon is considering entering the oncology market to broaden its base. The sector offers opportunities and surprising takeovers, but requires a high tolerance for risk.
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Commented by André Will-Laudien on August 12th, 2025 | 07:25 CEST
Crash in the defense sector? Geopolitical conflicts drive up metal prices! Rheinmetall, Sranan Gold, Hensoldt, and RENK
Strategic metals are a decisive factor in the economic strength and military power of entire nations. International hotspots like the Middle East, Ukraine and, most recently, Africa are exacerbating shortages, as long-established trade routes can collapse abruptly. The high concentration of production in a few countries increases the vulnerability of supply chains to political intervention. Export bans, sanctions or targeted supply restrictions by China or Russia can quickly lead to critical supply shortages. In this environment, precious metals like gold, which is currently trading at historic price levels, are becoming even more important for investors, not least against the backdrop of record-high government debt worldwide. Those who act flexibly can benefit from this commodity dynamic. The long-running favorites of recent months in the defense sector now appear to be consolidating. Where to put the money?
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Commented by André Will-Laudien on August 11th, 2025 | 07:10 CEST
Buying frenzy – Indices are heading upward! Another 150% possible with Palantir, European Lithium, VW, and BYD
The NASDAQ and DAX 40 indices are basking in sunshine. A veritable buying wave is sweeping across tech stocks, especially Palantir Technologies. The share price continues to rise, driven by an almost irrational demand for AI and outstanding business performance. At the same time, short positions on this stock are rising sharply to over 50 million shares - a warning sign of potential short-covering scenarios. There is currently no sign of the typical summer slump. On the contrary, the stock markets are climbing from one high to the next as if the tariff decisions were a blessing for the global economy! In contrast, BYD is experiencing weaker-than-expected sales performance in July. Quarterly figures are down, and the stock is coming under considerable pressure. There is also plenty of movement in the commodities sector, as the US seeks stable supply chains. But where can these be found?
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Commented by André Will-Laudien on August 8th, 2025 | 07:15 CEST
Ceasefire in Ukraine? Now earn 100% profit with Heidelberger Druck, Argo Graphene Solutions, and Deutsche Post
A personal meeting between Donald Trump and Vladimir Putin, which, according to the Kremlin, is to take place in the coming days, is sparking new hope for a possible ceasefire in the Ukraine war. Diplomatic preparations are in full swing, accompanied by growing international pressure. President Trump recently gave Russia an ultimatum to cease hostilities. At the same time, a large Russian troop build-up in Belarus – officially for military exercises – is causing uncertainty. Observers see these developments as a signal to NATO to continue its defense program. In this dynamic environment, the stock markets are booming. Investors are once again looking at infrastructure stocks, because everyone wants a piece of the pie!
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Commented by André Will-Laudien on August 7th, 2025 | 07:10 CEST
The billion-dollar business! Arms and defense stocks in vogue – Volatus Aerospace, DroneShield, Leonardo, and Airbus
The European defense sector is set to experience significant growth over the next five years. Analysts anticipate average growth of 5 to 8% per annum. The European defense market is expected to grow from around EUR 125 billion to around EUR 170 billion by 2030. A key driver: EU funding is increasing massively, including through the Readiness 2030 program, which will provide up to EUR 800 billion in additional funding, including EUR 150 billion in low-interest loans for the joint procurement of drones, air defense systems, and artillery. In addition, NATO countries have committed to spending 5% of their GDP on defense by 2035, which will require additional investments of approximately EUR 320 billion per year. Which companies stand to benefit?
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Commented by André Will-Laudien on August 6th, 2025 | 07:30 CEST
DAX celebrates, Palantir sets the pace! Strong rebound for Almonty, Mutares, and Steyr!
It is earnings season, with over 200 quarterly reports coming in from around the world every day. Investors are focusing heavily on revenue growth at defense companies. This is because they should benefit significantly from the lavish contracts awarded by NATO and other defense-oriented countries. The environment remains unstable, and geopolitically, anything is possible. However, defense stocks have often risen so far that the hoped-for earnings figures for 2027 to 2030 are already reflected in today's prices. But the rally continues! After a sharp correction at Almonty Industries, many are delighted to have a cheaper entry point into the tungsten expert, as strategic metals are high on the shopping list, especially in the defense sector. The problem is that they are scarce and difficult to obtain. Where are the opportunities for investors?
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Commented by André Will-Laudien on August 6th, 2025 | 07:20 CEST
Inevitable: High-tech and AI require strategic metals! Share price gains at Siemens Energy, Nordex, and Power Metallic
The availability of strategic metals is geopolitically risky because China controls the global market for most of these raw materials, from extraction to processing. The EU and the US are increasingly facing the problem that geopolitical conflicts and export restrictions can quickly lead to supply bottlenecks and price spikes. The COVID-19 pandemic and the war in Ukraine have painfully exposed the dependence of Western industrialized countries. In addition, demand for strategic metals is growing rapidly. Experts expect demand for lithium, for example, to increase twentyfold by 2050. Anyone who wants to secure long-term innovation and prosperity, therefore, needs independent sources of supply and new players in the raw materials market. We are looking around!
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Commented by André Will-Laudien on August 5th, 2025 | 07:25 CEST
Correction over? The next doublers could be Puma and Veganz, while Nike and Adidas remain under pressure!
After the DAX fell 700 points in just 24 hours, investors are wondering whether last week's correction is already over. Over 60% of all S&P 500 companies have already reported their mid-year results, but the figures have not been enough to push the index higher across the board. This gives pause for thought and suggests that the correction is set to continue. While things are going well for plant-based nutrition specialist Veganz, sports consumers are coming under increasing pressure. US tariffs are becoming a problem for Adidas in the highly competitive sneaker market, and things are also looking tight for the popular Puma models. Nike could benefit from this, but its shares are costly. Who will be able to perform better in the slow summer months?
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Commented by André Will-Laudien on August 5th, 2025 | 07:10 CEST
Palantir, Rheinmetall, RENK, and Dryden Gold: Winners in the crossfire of trade war and NATO agenda
Tariffs, defense, and infrastructure! No wonder there is a considerable gap of around EUR 172 billion in the German federal budget between 2027 and 2029. Although the federal government is attempting to counter this with spending cuts, tax increases will ultimately be necessary, as migration and climate costs are also taking their toll. Those in government who now have to juggle everything at once are in for a rough ride! Government revenues are expected to continue to decline due to the sluggish economy and high inflation, meaning the government will face higher refinancing costs due to rising interest rates. For investors, this means that the price of gold is likely to increase further, making selective investments in precious metals a sensible move. We will briefly analyze whether there is still room for growth in the well-performing defense and military stocks.
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