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Carl Delfeld

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From this author
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
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?
November 19, 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
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
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
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
Cabot Explorer
Cabot Explorer Issue: September 26, 2024
The MSCI World Index now has a remarkable 72% market value weighting in U.S. stocks.

In other words, 72% of the market value of stocks trading around the world represent companies headquartered in America.

This begs the question: Should investors be this concentrated in a single market?
September 26, 2024
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Carl Delfeld
Cabot Explorer
Cabot Explorer Issue: September 12, 2024
Lower inflation numbers yesterday made interest rate cuts inevitable which moved the market, led by Nvidia (NVDA), which surged 8%. I intended to recommend Nvidia at a price of 100 so I will patiently watch this bellwether stock closely.

To be a good, patient and calculating investor, one needs to do two things at once: Be aware of big macro issues and trends and focus attention on micro issues. That is, closely watch specific companies and stocks, especially smaller, micro stocks offering the biggest upside and risk demanding closer attention.

Today, we recommend a fund that does just that - with a history of remarkable outperformance.
September 12, 2024
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Carl Delfeld
Magazine
5 Easy Tips for Building Wealth
It’s easy to get overwhelmed with investing information, but these five tips can help you lay the foundation for a simple and sustainable strategy for building wealth.
August 30, 2024
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Carl Delfeld
Magazine
2 Little-Known Southeast Asian Stocks with Huge Upside
The economies of Southeast Asia are some of the fastest growing on the planet and offer huge upside potential for early investors. Here are two ways to play that growth.
August 30, 2024
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Carl Delfeld
Cabot Explorer
Cabot Explorer Issue: August 29, 2024
While there are a lot of healthy signs of growth out there, stocks that do not meet high expectations are being punished.

Super Micro Computer (SMCI) was off 29% this past week after some allegations of faulty accounting by short sellers was followed by the company reporting yesterday that it was postponing filing of its annual report with the SEC to assess “internal controls over financial reporting.”

Given the uncertainty, we have little choice but to sell the stock. We took some profits earlier this year, and the stock is still up 43% so far this year. My guess is that we will be back to Super Micro at some point, and I will watch this stock carefully.
August 29, 2024
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Carl Delfeld
How To Invest
How to Invest as a Rational Optimist
The rational optimist seeks situations with outsized upside potential and lower downside risk. Today, he might be looking at China and other emerging markets.
August 29, 2024
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Carl Delfeld
Tech Stocks
3 Solid-State Battery Stocks with Game-Changing Tech
These 3 solid-state battery stocks aren’t all pure plays, but they’re all investing heavily in next-generation battery technology that could change the game.
August 27, 2024
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Carl Delfeld
Cabot Explorer
Cabot Explorer Issue: August 15, 2024
Change is constant and inevitable, but one thing that hasn’t changed for the past three centuries: America’s love affair with coffee. Coffee is a commodity that has been prized since the 18th century in America. Many believe it is the fuel that drives America’s economic engine.

So today, we add a fast-growing American coffee company to the Explorer portfolio. It might not be the name you’re expecting...
August 15, 2024
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Carl Delfeld
Cabot Explorer
Cabot Explorer Issue: August 1, 2024
Explorer stocks gained ground this week as market sentiment improved along with the odds of a Fed rate cut this fall.

I’ve been encouraging you to lighten up on some of the Magnificent Seven stocks over the last month or so. In just the last two weeks, these stocks have lost over $1.6 trillion in market value as market enthusiasm has waned and insiders have sold some stock.

What’s behind this trend?

Here are three possible reasons why big tech is facing a tough market.
August 1, 2024
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Carl Delfeld
How To Invest
5 Simple Rules to Build Wealth in a Complex World
These five simple rules to build wealth can help you navigate the world of investing by using a “core” and “explore” portfolio.
July 30, 2024
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Carl Delfeld
Magazine
Invest in Bill Gates’s Favorite Asset
It’s cheaper than natural gas, more dependable than renewables, and Bill Gates is investing billions of dollars in its development. Here’s how (and why) advanced nuclear power should be in your portfolio.
July 26, 2024
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Carl Delfeld
Magazine
The Best ETF to Safeguard Your Portfolio
Outsized performance by technology stocks has created an unexpected risk for ETF investors. One simple change is all it takes to make your portfolio safer.
July 26, 2024
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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.
July 23, 2024
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Carl Delfeld
Cabot Explorer
Cabot Explorer Issue: July 18, 2024
Markets and especially the tech-heavy Nasdaq index led by semiconductor stocks sold off yesterday. Reasons include perceived rising protectionist and isolationist pressures in both Europe and America. Meanwhile, small-cap stocks continue to rally, and some overseas markets were also up.

As one would expect, our tech stocks pulled back somewhat while all three of our dominator stocks gained ground this week.
July 18, 2024
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Carl Delfeld
How To Invest
A Smart Move to Protect Your Portfolio Right Now
Tech has led the way for all of 2024, and this simple ETF move is a smart and timely way to protect your portfolio right now.
July 12, 2024
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Carl Delfeld
Magazine
Costco vs. Nvidia: Which Is the Better Buy?
Both stocks have been strong performers in recent years and trade at elevated valuations, but which stock belongs in your portfolio: Costco (COST) or Nvidia (NVDA)?
June 28, 2024
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Carl Delfeld
Stock Market
Is General Electric (GE) a Buy Right Now?
Once a storied American conglomerate, General Electric (GE) has struggled for years and is now in the midst of a turnaround, but is General Electric now a buy?
June 20, 2024
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Carl Delfeld