savings and investment

Cabot Global Stocks Explorer 727

From the Cabot Global Stocks Explorer 727 issue of Cabot Global Stocks Explorer|by Carl Delfeld|Emerging Markets

Today, I have a new recommendation that links three high profile growth trends: SPACs, e-commerce and internet gaming, and mobile payments.
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Cabot Global Stocks Explorer 726

From the Cabot Global Stocks Explorer 726 issue of Cabot Global Stocks Explorer|by Carl Delfeld|Emerging Markets

The most important catalyst for America’s political upheaval as well as the prime generator of wealth over the last three decades has been the inexorable rise of finance and technology and the relative decline in terms of jobs, growth and profits from manufacturing industry...
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Cabot Global Stocks Explorer 725

From the Cabot Global Stocks Explorer 725 issue of Cabot Global Stocks Explorer|by Carl Delfeld|Emerging Markets

In investing, it pays to lean towards optimism and independent thinking, but sometimes it helps to consider a different view.
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Cabot Global Stocks Explorer 724

From the Cabot Global Stocks Explorer 724 issue of Cabot Global Stocks Explorer|by Carl Delfeld|Emerging Markets

This is probably going to be an unusual Thanksgiving for many of you as we head into the last month of a turbulent year. While the overall market is up only a bit over 10%, there have been pockets that have delivered much, higher...
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Cabot Global Stocks Explorer 723

From the Cabot Global Stocks Explorer 723 issue of Cabot Global Stocks Explorer|by Carl Delfeld|Emerging Markets

Election results seem clear and will have a mixed impact on investor appetites.
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Cabot Global Stocks Explorer 722

From the Cabot Global Stocks Explorer 722 issue of Cabot Global Stocks Explorer|by Carl Delfeld|Emerging Markets

Markets are choppy, which is normal considering uncertainty is high and we’re less than a week from the presidential election. Today I look at what history can teach us about politics and markets and why it might be a bit different this time.
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Cabot Global Stocks Explorer 721

From the Cabot Global Stocks Explorer 721 issue of Cabot Global Stocks Explorer|by Carl Delfeld|Emerging Markets

The Explorer portfolio held steady this week, though Cloudflare (NET) broke out with a 42% gain and our newest recommendation, Vipshop (VIPS), was up 12%. A few other stocks moved nicely higher.
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Cabot Global Stocks Explorer 720

From the Cabot Global Stocks Explorer 720 issue of Cabot Global Stocks Explorer|by Carl Delfeld|Emerging Markets

We enter the fourth quarter of 2020 today with a long-term game plan, not a 2-minute drill. The Explorer portfolio had a good week, with all positions advancing, though some more than others.
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Cabot Global Stocks Explorer 719

From the Cabot Global Stocks Explorer 719 issue of Cabot Global Stocks Explorer|by Carl Delfeld|Emerging Markets

The trend favoring highly scalable, high growth U.S. technology stocks is unlikely to change in the near future but diversifying into different countries and sectors is a good idea as we move into the fourth quarter.
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Cabot Global Stocks Explorer 718

From the Cabot Global Stocks Explorer 718 issue of Cabot Global Stocks Explorer|by Carl Delfeld|Emerging Markets

With the exception of another nice gain by NovoCure (NVCR), this was a quiet week for the Cabot Global Stocks Explorer portfolio as the Nasdaq continues its march, up almost 35% so far in 2020.
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Cabot Global Stocks Explorer 717

From the Cabot Global Stocks Explorer 717 issue of Cabot Global Stocks Explorer|by Carl Delfeld|Emerging Markets

All eyes are on Washington this week as markets, which have risen over the last four trading sessions, are counting on lawmakers hammering out another stimulus bill. Our emerging markets market timer remains positive.
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