ETFs
Carl Delfeld
Chief Analyst,
Cabot Explorer
- Chief Analyst for Cabot Wealth's Cabot Global Stocks Explorer
- 30 Years Industry Experience
- Author of Red, White & Bold: The New American Century
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About Carl
Carl Delfeld is chief analyst of Cabot Explorer published by Cabot Wealth Network. He is also the managing editor of Far East Wealth and chairman of the William H. Seward Center for Economic Diplomacy. Over the past three decades, he has held senior positions in business, finance and government, was a Forbes Asia columnist and author of Red, White & Bold: The New American Century.
Carl's Articles
The dollar just rose to its highest level since last year as the Federal Reserve breaks with other central banks by keeping interest rates elevated, giving global investors an incentive to move cash to the US to capture higher bond yields. Meanwhile, I like Neo Performance Materials Inc. (NOPMF), whose shares just rose 12% in a week, notes Carl Delfeld, editor of Cabot Explorer.
Carl Delfeld
MATERIALS
Inflation cooled for the second straight month in May, the US labor market seems back to pre-pandemic levels, and the economy is expanding at a low but steady pace. Therefore, the Fed is holding back on interest rate cuts. Probably the right move. Keep the ammo dry for when it is really needed. Meanwhile, I like ASML Holding NV (ASML), writes Carl Delfeld, editor of Cabot Explorer.
Carl Delfeld
TECHNOLOGY
Tickers: ASML
The Aberdeen Asia-Pacific Income Fund (FAX) is a close-ended, fixed-income mutual fund launched and managed by Aberdeen Standard Investments (Asia) Limited in Singapore. The fund was launched in 1986 and I have long admired Aberdeen as a high-quality asset manager, writes Carl Delfeld, editor of Cabot Explorer.
Carl Delfeld
BONDS
Tickers: FAX
Steel had been around for 3,000 years. But it was very labor- and energy-intensive and therefore too expensive to use for anything more than swords and shields. Then, in 1854, Henry Bessemer discovered that blowing air into molten iron rapidly converted it into steel. This led to a seven-fold increase in productivity, dramatically lowering the cost of steel. This leads us to today’s recommendation – IperionX Ltd. (IPX), advises Carl Delfeld, editor of Cabot Explorer.
Carl Delfeld
MATERIALS
Tickers: IPX
Carl's Videos
Do you struggle or go back and forth investing in stocks and ETFs? With thousands of options in both, learn a powerful and simple way to combine them through a core and explore approach. Carl Delfeld, known as the ETF Architect, is both an ETF pioneer and has picked stocks for the legendary hedge fund manager Julian Robertson of Tiger Global Management. He is also a former Forbes columnist and ETF expert and author of two books on ETF investing.
Carl Delfeld
ETFs
30:31
Delfeld will lay out the stakes for American economic, financial, and national security as well as investors as the US-China rivalry intensifies in this decisive decade. What are the battlegrounds? What are China's and America's strengths and vulnerabilities? How will the rivalry impact you, your family, and your portfolio?
Carl Delfeld
GLOBAL
38:17
Carl Delfeld discusses how traders can exploit the US-China trade war and digs into opportunities in the broader Asian sector.
Carl Delfeld
GLOBAL
4:13
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.
Carl Delfeld
GLOBAL
4:47
Upcoming Appearances
Carl's Books
Carl Delfeld
Red, White and Bold: The New American Century
This book is a blueprint for America to remain the strongest and the most prosperous, independent, respected, and influential nation in the world. We just need to follow it to build both a new American century.