- Chief Analyst for Cabot Wealth's Cabot Global Stocks Explorer
- 30 Years Industry Experience
- Author of Red, White & Bold: The New American Century
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.
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.
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.
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 discusses how traders can exploit the US-China trade war and digs into opportunities in the broader Asian sector.