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Carl Delfeld

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From this author
Cabot Explorer
Cabot Explorer Issue: March 27, 2025
The markets continue to lack direction and are buffeted by uncertainty regarding tariffs, taxes and spending, debt and conflict, but yesterday came to life as concerns over some of these risks were mollified. Nevertheless, broadening and diversifying your portfolio makes sense to maintain an objective of growth while also being mindful of protecting your wealth.

This brings us to gold - and today’s recommendation.
March 27, 2025
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Carl Delfeld
Cabot Explorer
Cabot Explorer Issue: March 13, 2025
The great rebalancing is unfolding as we expected with the S&P 500 struggling while other global markets are gaining traction. The performance gap between U.S. and international equities so far this year is the largest since 2017.

With that in mind, today we add a new recommendation outside U.S. borders - albeit a company whose bread and butter is the U.S. market. It’s the best of both worlds.

Details inside.
March 13, 2025
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Carl Delfeld
Cabot Explorer
March 4, 2025
Please sell our Recursion Pharmaceuticals (RXRX) recommendation, as after a strong start the stock has pulled back sharply.
March 4, 2025
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Carl Delfeld
Magazine
Costco vs. Nvidia: Which Is the Better Buy?
Comparing Costco (COST) to Nvidia (NVDA) may seem like apples to oranges, but they’ve both made savvy investors a lot of money. So which is the better buy today?
February 28, 2025
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Carl Delfeld
Cabot Explorer
Cabot Explorer Issue: February 27, 2025
I am in Singapore this week as U.S. markets and Explorer recommendations struggle a bit.

I had a chance to visit three Luckin Coffee shops in Singapore. Hard to draw conclusions from this small sample but all three seemed very professional and fully automated with no cash accepted resulting in no lines at all. Spoke with maybe a dozen customers who like the ease of use, variety of flavors, and the price. Several said they also go to Starbucks. One only needs to download the Luckin app to get service which locks in customers to receiving a stream of deals and incentives.
February 27, 2025
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Carl Delfeld
International Stocks
What Is the Best Coffee Stock in the World?
Starbucks (SBUX), Dutch Bros (BROS) and Luckin Coffee (LKNCY) are all competing for market share, but which is the best coffee stock in the world?
February 21, 2025
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Carl Delfeld
International Stocks
A Bolder Agenda: U.S. Support and Investing in Southeast Asia
The growth and demographics of Southeast Asia demand a bolder U.S. agenda and offer investing opportunities for American investors willing to heed the call.
February 19, 2025
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Carl Delfeld
Cabot Explorer
Cabot Explorer Issue: February 13, 2025
Centrus Energy (LEU) shares rocketed 40% this past week and have surged 78% so far in 2025 while newcomer American Superconductor’s (AMSC) shares jumped 18% this week.

You may also have noticed that our BYD (BYDDY) recommendation is already up 24% in 2025 and has increased about 80% over the last year. This highlights an important trend in China that is unlikely to reverse.

In China, a consumer preference for multinational brands from everyday items like coffee to luxury markets was clear for decades, boosting the sales and value of companies like LVMH (LVMUY) and Starbucks (SBUX). Since the pandemic, however, preferences have shifted. Which brings us to today’s new recommendation.
February 13, 2025
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Carl Delfeld
Magazine
3 ETFs for Any Portfolio
Concentrated investment in the largest stocks has made this market historically top-heavy, but adding these three ETFs to your portfolio can help balance your exposure to mega-cap stocks.
January 31, 2025
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Carl Delfeld
Magazine
4 Types of Undervalued European Stocks to Buy Now
European stocks are lagging the performance of their American counterparts, and have been for years. But that performance gap offers attractive valuations for investors looking to add portfolio diversification.
January 31, 2025
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Carl Delfeld
Cabot Explorer
Cabot Explorer Issue: January 30, 2025
“More investment does not necessarily lead to more innovation.”

“When doing something, experienced people will tell you without hesitation that you should do it this way, but inexperienced people will have to repeatedly explore and think seriously about how to do it, and then find a solution that suits the current actual situation.”

—Liang Wenfeng, founder of the company that created DeepSeek
January 30, 2025
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Carl Delfeld
How To Invest
Invest in 2025 as a Rational Optimist
The rational optimist seeks situations with outsized upside potential and lower downside risk. In 2025, he might be looking at international opportunities.
January 23, 2025
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Carl Delfeld
Cabot Explorer
Cabot Explorer Issue: January 16, 2025
In theory, and often as we prefer, in practice, corporate profits drive stock prices.

J.P. Morgan’s (JPM) booming profits are a testament to this, but what’s behind the profits?

It seems that recently, and perhaps even more in 2025, macro issues will drive the direction of markets and sector trends.

Identifying trends and allocating money to the right sectors and picking the leaders in these sectors is increasingly important. Those that follow the Fed and try to predict the direction of interest rates are one example of this macro-oriented strategy.
January 16, 2025
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Carl Delfeld
Stock Market
Timber Stands Tall as an Investment
A timber investment can help reinforce your portfolio against inflation while adding some highly valuable diversification. This timber REIT and ETF are a good place to start.
January 14, 2025
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Carl Delfeld
International Stocks
Discounted European Stocks Are an Undervalued Opportunity
European stocks are trading at multi-decade lows relative to U.S. stocks. This presents a prime opportunity to hedge risk, reduce volatility, and diversify your portfolio.
January 8, 2025
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Carl Delfeld
Cabot Explorer
Cabot Explorer Issue: January 2, 2025
Happy New Year to everyone and wishing you all the best investing in 2025.

Let’s keep in mind this year the merit in legendary global investor Sir John Templeton’s sage advice:

“Diversify. In stocks and bonds, as in much else, there is safety in numbers.”

With this in mind, I see four big trends out there that offer us the opportunity to take a contrarian approach to make some money and lower risk.
January 2, 2025
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Carl Delfeld
Stock Market
3 Strategic Investing Moves for 2025
The market is historically top-heavy, which raises volatility risk. With that in mind, here are three strategic investing moves to make for 2025.
December 31, 2024
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Carl Delfeld
Cabot Explorer
Cabot Explorer Issue: December 19, 2024
As we head into the end of the year, markets have paused though are still bullish. A little bit of worry is a sign of a healthy market and some of the pullback is no doubt taking profits for tax reasons.

The budget showdown in Washington, which needs to be settled by Saturday, is not helpful.

The Federal Reserve cut interest rates by a quarter point yesterday and in a preemptive move, suggested only two more reductions next year. This is a signal that interest rates will remain somewhat elevated as inflation that has come down significantly remains a stubborn trend.
December 19, 2024
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Carl Delfeld
Cabot Explorer
Cabot Explorer Issue: December 5, 2024
This was a good week for Explorer stocks, and as we head into the end of the year, Sea Limited (SE) is so far up 190%, IBM (IBM) is up 48% and Dutch Bros (BROS) was up 62% in November alone.

Tariffs are topic one in Washington and the financial media. Markets don’t know how everything will work out. Mexico is America’s largest trading partner, followed by Canada and then China. America still imports 4 million barrels of crude oil a day from Canada, which is also a key partner on the critical minerals front. More than half of America’s imports of fruits and vegetables come from Mexico. Automakers, which have built factories in Mexico to produce vehicles for the American market, are at risk and their stocks are falling at the wrong time.

But there’s one huge (non-Tesla) exception, which we will add to the Explorer portfolio today.
December 5, 2024
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Carl Delfeld
Magazine
Why (and How) to Invest in Swiss Stocks Now
The debt picture for the United States is growing increasingly precarious and, while it has yet to hamper stocks, it’s worth hedging against in your portfolio. Switzerland offers just such an opportunity.
November 27, 2024
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Carl Delfeld
How To Invest
How to Invest Like Harvard University
Harvard’s endowment is massive (and profitable) with exposure to a wide range of assets. So how do we invest like Harvard University?
November 26, 2024
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Carl Delfeld
Cabot Explorer
Cabot Explorer Issue: November 21, 2024
Europe’s stock market has underperformed the U.S. by the most in almost three decades.

While the S&P 500 index is up about 25% so far this year to record highs, Europe’s benchmark Stoxx 600 is only up 5%. That underperformance in returns is the biggest since 1995, according to Bloomberg. The other side of the coin is that the S&P 500 is now trading at 22.5 times forward earnings and is at a record high 70% premium to the Stoxx 600. The European Union (EU) bloc is the world’s third-largest economy, with a market of 450 million consumers, and controls the world’s second-most-used currency, the euro.

So today, we go to Europe (literally!) to add a new stock to the Explorer portfolio that looks poised to outperform.
November 21, 2024
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Carl Delfeld
Cabot Explorer
Cabot Explorer Issue: November 7, 2024
A broad-based Republican victory in the election is spurring a sharp rally on Wall Street as investors bank on investor-friendly policies.


Bitcoin, the U.S. dollar, and gold also rose. It was reported that the gold reserves of Italy and France have risen in value by about $100 billion in the last two years. It is unusual historically for gold and the U.S. dollar to rise in tandem. Gold’s steady rise is also unusual given that traders would normally take profits along the way. U.S. economic sanctions have encouraged many to move into gold beyond the long reach of the U.S. government.



It is amazing how much money is being spent on politics. More than 11,000 political groups spent almost $15 billion to influence the election. Of course, this amount seems small weighed against a global economy of about $100 trillion, with the U.S. accounting for about $23 trillion (and about 35% of global debt).



It will be very interesting who gets the top economic policy posts and the GOP strategy going forward.
November 7, 2024
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Carl Delfeld
Magazine
The Best Stock for China’s Resurgence
It’s too early to tell whether the stimulus-prompted resurgence in China’s equity markets will last, but aggressive investors can consider targeting this undervalued e-commerce play.
October 25, 2024
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Carl Delfeld
Magazine
With Nippon Deal in Peril, Should You Buy U.S. Steel (X)?
Nippon Steel is still pushing to acquire U.S. Steel, but politicians oppose it while executives and labor unions support it. With shareholders caught in the middle, should you be buying U.S. Steel now?
October 25, 2024
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Carl Delfeld
Cabot Explorer
Cabot Explorer Issue: October 24, 2024
As I mentioned recently, I’m now in Europe looking for intelligence and ideas.

This week I’m in Madrid and visited the stock exchange (bourse) and met with some local brokers to try to get a feel for the market and region. Like brokers always are, they were bullish on stocks and especially gold. One stock we discussed which I have followed from time to time is Banco Santander (SAN). It is in a nice uptrend and still well below book value, but I need to do some research and reach out to some friends who previously worked for Santander to get their views before considering a recommendation.

Instead, today I have a new gold stock recommendation.
October 24, 2024
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Carl Delfeld
Cabot Explorer
Cabot Explorer Issue: October 10, 2024
JPMorgan (JPM) is due to report results Friday, kicking off bank earnings season. Lately, the market seems to be more focused on earnings than Fed interest rates, and this is a good thing.

As markets move towards the “Great Rebalance”, looking to diversify portfolios with different asset classes and international stocks, the Explorer and I are headed to Europe, Asia, and Latin America during the next year. But today, stick to the U.S. and add a very familiar face to the portfolio.
October 10, 2024
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Carl Delfeld
Stock Market
U.S. Steel (X), Politics, and Investing
Nippon Steel continues to push for an acquisition of U.S. Steel (X), so let’s explore what it means for investors or those considering buying shares.
October 2, 2024
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Carl Delfeld
Magazine
The Simple Reason to Invest in China and Emerging Markets
The “rational” optimist should seek areas of outsized upside potential and lower downside risk, two hallmarks of China and the emerging markets.
September 27, 2024
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Carl Delfeld
International Stocks
Could China’s Stock Market Rebound?
There are early signs of a rebound in China’s stock market, but will it last? If it does, this fast-growing stock is a strong option for aggressive investors.
September 27, 2024
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Carl Delfeld