The World's Best Stocks

It’s already happening. Money is starting to flow out of US stocks, and into a variety of other markets. This trend is likely to continue for years to come for one simple reason: Too much money is allocated into the American stock market compared to other global markets.

When I tell you how unbalanced global funds are, I think you’re going to be surprised.

I know I was…

But the important takeaway to understand now: we’re already seeing money flow out of U.S. stocks and into overseas ventures.

Recently, our resident global stocks expert Carl Delfeld has found international gains like:

• 100%+ gains from a Denmark company.
• 141% returns from a Singapore stock.
• 72% gains in a Bitcoin play.

Not every trade has been a home run—some break even and others lose money, that’s inevitable with all investing.

But with Carl’s decades of experience and the momentum of these global trends, the potential for big wins is very real.

And to prove that point this year his portfolio has significantly outperformed the S&P 500.

If you had to guess… what percentage of global investment funds do you think should be in U.S. stocks?

Consider that the American population is about 4% of the world population and the U.S. economy makes up about 23% of the global economy.

So, you might rationally expect something in the neighborhood of about 24% of global funds to be in American stocks.

But what if I told you that over 50% of capital worldwide is in American stocks?

That would be shocking, right?

What if I told you it was 60%?

Absurd to think it would be that high.

But it’s actually even higher!

The actual share of global investment in U.S. stocks is currently around 72%.

It’s a record high investment ratio… and if something can’t get much higher, it’s likely to move lower.

So it's time to invest in international stocks—now!

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Carl Delfeld

Chief Analyst, Cabot Explorer

Carl received his Masters in Law and Diplomacy at the Tufts Fletcher School and then  worked for the First National Bank of Boston (now Bank of America) in London, serving as director of the Japan and South Korea Group.

He also served as vice president at the investment bank Robert W. Baird & Company, developing new business in Tokyo, Hong Kong and Sydney.

He was Asia advisor to the U.S. Congressional Joint Economic Committee, the U.S. Finance Committee and the U.S. Department of the Treasury.

He wrote for Forbes Asia and the Far Eastern Economic Review; served as a member on the U.S. National Committee on Pacific Economic Cooperation and the Japan-U.S. Friendship Commission.

Carl was chairman of the Asian Pension Forum and wrote a book, titled, Red, White & Bold; the New American Century.