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
Constellation Energy Corp. (CEG) is an Artificial Intelligence (AI) infrastructure power play and the largest owner of nuclear power plants in the US. It is a regulated utility that also sells power on the wholesale market. The stock is priced well below high-profile AI names, providing an attractive risk/reward profile as a trade, explains Carl Delfeld, editor of Cabot Explorer.
Carl Delfeld
ENERGY
Tickers: CEG
US companies have announced $983.6 billion worth of stock buybacks so far this year, the best start to a year on record, according to Birinyi Associates. The 20 largest companies account for almost half of repurchases. One fund I like here is the Tweedy, Browne Insider and Value ETF (COPY), notes Carl Delfeld, editor of Cabot Explorer.
Carl Delfeld
STOCKS
Tickers: COPY
The market is weathering rising uncertainty so far, as every major group of companies in the index, from banks to commodities, has climbed since the low point in April. This brings me to the Sprott Physical Platinum and Palladium Trust (SPPP), writes Carl Delfeld, editor of Cabot Explorer.
Carl Delfeld
PRECIOUS METALS
Tickers: SPPP
I continue to search for companies and stocks that are insulated from US-China-related trade tensions or stand to benefit from re-shoring and changing geo-economic trends and events. That means businesses in niche markets with strong positions in under-the-radar sectors. Check out the Stoxx Europe Aerospace & Defense ETF (EUAD), suggests Carl Delfeld, editor of Cabot Explorer.
Carl Delfeld
STOCKS
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
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.