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carl-delfeld

Carl Delfeld

Chief Analyst, Cabot Explorer

Carl Delfeld is a member of the Cabot investment team, and chief analyst of Cabot Explorer.

He received his Masters in Law and Diplomacy at the Tufts Fletcher School; worked for the First National Bank of Boston (now Bank of America) in London, serving as director of the Japan and South Korea Group; served as vice president at the investment bank Robert W. Baird & Company, developing new business in Tokyo, Hong Kong and Sydney; was Asia advisor to the U.S. Congressional Joint Economic Committee, the U.S. Finance Committee and the U.S. Department of the Treasury; 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; was chairman of the Asian Pension Forum and wrote a book, titled, Red, White & Bold; the New American Century.

From this author
Nvidia has surpassed Intel as the largest semiconductor company by market cap. So let’s break down Intel vs. Nvidia stock.
Warren Buffett became the world’s greatest investor by finding undervalued stocks. These three big oil stocks look right up his alley.
Centrus Energy (LEU) shares recovered five points this week to reach 35 as the Department of Energy announced that it and Centrus Energy’s American Centrifuge Operating, LLC will share the $150 million cost 50-50 to demonstrate production of a fuel called high assay low enriched uranium. This is still a buy for aggressive investors.
Centrus Energy (LEU) was steady this week as Congress seeks another $1.5 billion in a government funding bill to boost domestic supply of uranium to offset lost Russian fuel.

Ford (F) shares rose 7% this week as its October U.S. sales declined by 10% but electric vehicle (EV) sales rose nearly 120% year over year. It now claims to be the #2 EV seller in America behind Tesla.
Conventional wisdom says to pay down and manage debt, but don’t overlook the importance of responsible borrowing when opportunity arises.
Explorer stocks were all up this week though it is not clear we are out of the woods yet. Sociedad Química y Minera de Chile S.A. (SQM) jumped from 83 to 90, Infineon Technologies (IFNNY) shares had double-digit gains, and Kraken (KRKNF) was up 8% yesterday and almost 20% over the last two weeks as smaller stocks are in favor.
With U.S. stocks under pressure, now is a perfect time to diversify into international stocks through this Japanese tech company triple play.
Winston Churchill’s amazing life offers some useful lessons that can be applied to investing. Here are 7 investing lessons we can take away.
Investing in monopolies is a good way to make money. But it can be difficult for U.S. investors. Where to find them? Start overseas.
Given recent market volatility, it’s time to refocus on managing portfolios and reducing stock investing risk. These tips will help.
Julian Robertson, who helmed the incomparable Tiger Management hedge fund, was a stock investing legend and left us with valuable lessons.
The best semiconductor stocks are poised to benefit from the recent CHIPs act, but they face a growing threat from a significant market.
You could make an argument that Taiwan Semiconductor (TSM) has become the most important company in the world. Here’s why.
A new bipartisan act passing through Congress (imagine that!) should give a big boost to semiconductor stocks. Here’s what it is.
Emerging markets are a great investment, but frontier markets have even higher growth potential. Here are seven reasons they’re not as risky as you think.
As the world races to combat global warming, it will need nuclear power to do it. And these three nuclear energy stocks should benefit.
The pandemic was bad for a lot of industries but not golf. Interest in the game is at multi-decade highs and these golf stocks could benefit.
Two blue-chip Japanese stocks, Honda and Sony, are teaming up to enter the booming electric vehicle fray. Should you invest in either?
Southeast Asia is perhaps the biggest growth region of the 21st century. And most Southeast Asian stocks have only begun to grow. Here are 2.
As inflation rises, so are commodity prices. Here are five commodity ETFs and stocks to hedge against a diminished dollar.
Commodities are a good safe haven in today’s bumpy market, making copper stocks appealing. But there’s a longer-term reason to like them.
The global middle class is expanding, and many of those consumers like to buy luxury items. And that bodes well for these 3 luxury stocks.
Want a hedge against volatility and ongoing inflation? Try these two timber investments, which capitalize on an evergreen industry.
The rise of financial technology has been a positive theme of late. With that in mind, these five fintech ETFs are worth your consideration.
Tech stocks have taken it on the chin of late. But Oracle stock is the rare tech play that combines both growth and value you can trust.
The electric vehicle boom has made its way to motorcycles, especially at Harley-Davidson. That bodes well for the future of HOG stock.
Investing in nuclear energy could help beat Putin abroad, climate change globally, and the markets at home. Here’s how we start.
The last two quarters are always good for tax season stocks. Consider these two, plus a modest proposal to change the tax code.
A (long overdue?) revolution in clean tech is underway, and these three rare earth investments are skyrocketing as a result. What else will?
The global trend toward financial technology has made fintech stocks a hot commodity. Here are seven worth your consideration.