The main reason for the stock rally earlier in November was the sharp decline of long-term interest rates. The yield on the 10-year Treasury note plunged from almost 5% to 4.5%, a big move from bond markets. Meanwhile, I continue to like two large cap names with leverage to a handful of powerful trends, writes Carl Delfeld, editor of Cabot Explorer.

Markets are facing a 5% dilemma. The benchmark Treasury yield closed just above 4.9% recently, a fresh 16-year high. The market will likely turn broadly positive when expectations are that interest rate hikes are over – and lower rates may be around the corner. In the meantime, I still like Tesla (TSLA), which reported a good third quarter, outlines Carl Delfeld, editor of Cabot Explorer.

I admire those of you following and investing in the 24 countries in the MSCI Emerging Market ETF (EEM). They will again offer outsized growth opportunities. But as the bull phase strengthens, risk capital will increasingly push the envelope to even higher risk-reward stock markets – often referred to as frontier markets. iShares Frontier and Select EM ETF (FM) is an efficient way to invest in them, says Carl Delfeld, editor of Cabot Explorer.

Our latest recommendation has a moat — and even better — a quasi-monopoly on payment communications and credit card transactions, observes Carl Delfeld, international growth stock expert and editor of Cabot Explorer.

Carl Delfeld discusses how traders can exploit the US-China trade war and digs into opportunities in the broader Asian sector.

Carl Delfeld breaks down the current climate for U.S.-China trade relations. He explains why it is a mistake to expect one overarching deal to be reached in the near-term.