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 September 23rd, 2020 | 11:14 CEST
Varta, United Internet, SolGold: Future copper scarcity is becoming apparent
A study commissioned by the International Copper Association (ICA) shows that by 2030 more than 250,000 tonnes of copper per year will be used as part of the windings in electric motors for all types of vehicles. Added to this is the long-established copper requirement in all conventional electrical appliances, electricity storage systems, generators and, last but not least, in construction, where the patina of roof and rain pipe structures is concerned. Copper is ubiquitous and yet one of the rarest metals on this globe. Current production is around 20 million tonnes of copper per year but is tending to decline by 5% per year due to mine exploitation and closures. South America is the largest copper producer in the world. According to official resource estimates, about 40% of the total copper deposits worldwide are in South and Central America, especially in Chile. The spot price of the rare metal has risen by a staggering 55% since the corona collapse in March and recently reached a new annual high.
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Commented by André Will-Laudien on September 21st, 2020 | 07:35 CEST
Daimler, Nikola, dynaCERT: He who can deliver, makes the business!
Hydrogen is the better alternative to batteries - No other topic like hydrogen is causing the waves on the stock market to beat as hard as they have done recently. The supporters of clean air, CO2 reduction, and ongoing greenhouse gas discussions see battery technology only as a temporary hype, which was started by Tesla in particular. The industry has long known that battery technology will always remain "unclean", because its production and subsequent disposal alone consumes many times more resources than technologies that have long been available, such as water electrolysis, i.e. the decomposition of water into hydrogen and oxygen. If we consider the fuel diesel, with a share in transport of over 90%, a much more efficient and environmentally friendly combustion process can be designed by using these highly reactive elements. The energy efficiency of the electrolysis of water is over 70%. It is therefore essential that companies such as Tesla and Nikola actively strive for these findings given the wide-ranging discussions on sustainability. But Daimler also recently declared that it does not want to simply let the sleepy trend toward e-mobility standstill and will rely on hydrogen as the technology of the future.
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