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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
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.
The Chinese economy is stronger than it’s getting credit for, but is it strong enough to make shares of China’s largest Internet and consumer stock Alibaba (BABA) a buy?
This was an interesting week with news ranging from inflation to AI, tech struggles between the U.S. and China, and Tesla’s edge in terms of labor costs.

On Capitol Hill in Washington, Elon Musk, Mark Zuckerberg and Bill Gates and others worth an estimated $500 billion, according to Forbes, met for a closed-door Senate summit on AI.

Consumer prices rose 0.6% in August, the largest increase since June of 2022. An 11% jump in gasoline prices was the main problem, which led to a fall in average real earnings.
Warren Buffett became the world’s greatest investor by finding undervalued stocks. These three big oil stocks look right up his alley.
Nvidia has surpassed Intel as the largest semiconductor company by market cap. So let’s break down Intel vs. Nvidia stock.
This week, markets took slower economic growth numbers to mean no more interest rate hikes and higher stocks. That’s the logic of Wall Street today.

Laszlo Birinyi (pronounced BUH-ree-nee), an investor who “listened” to the market rather than corporate or financial news, passed away this week. He was someone who thought differently. His theory about the flow of money that made him one of the nation’s foremost stock pickers in the 1990s will endure.
Moat stocks are shares of companies with powerful economic moats that help ensure profitability for the long haul. They’re also a favorite of legendary investor Warren Buffett.
Many U.S. investors see electric vehicle (EV) trends locally, but the truth is it’s a global phenomena and there’s a lot of value to be found overseas.
Beginning on a positive note, I’d like to remind you of the power of compounding returns when you stay in the stock market over time. For example, $100 invested in three-month Treasury bills in 1928 grew to only $2,141 by the end of last year while it became $46,379 invested in medium-grade corporate bonds and a stunning $624,534 if invested in a broad basket of stocks, according to data from New York University finance professor Aswath Damodaran.

China’s continued economic woes took center stage globally this week, as the country’s central bank unexpectedly cut key interest rates in a bid to spur economic growth, manage high debt in the property sector, and lower its 20% youth unemployment rate. An index of Chinese stocks traded in Hong Kong has fallen more than 9% this month.
Investing in Malaysia and Singapore offers exposure to the growing ASEAN region and strong demographic and economic trends. These stocks and ETFs are the best way to do it.
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.
New technologies are making nuclear energy much safer and more efficient than before. And nuclear stocks are benefitting.
This is a short week as we begin the second half of 2023 with inflation down, recession fears fading, and the animal spirits of investors alive and well.

In the first half of 2023, market performance was positive and narrow, largely driven by the big tech names, and especially artificial intelligence (AI) related stocks. The Dow was up 3.8%, the S&P 500 gained 15.9%, and the tech-heavy Nasdaq was up 31.7%. We will continue to explore the world for the best value and growth stocks providing both conservative and aggressive ideas. EVs across the supply chain, resources, and emerging markets remain the focus but we have the flexibility to change course as opportunities arise.
When considering electric vehicle (EV) stocks, investors would be well-served to broaden their horizons and look internationally.
Now the most populous country on the planet, India’s growing economy is attracting global investment as companies diversify manufacturing away from China. Here are 3 stocks I like to increase your exposure to India.
EV mania has been supplanted by AI mania, but industry fundamentals are still strong and the electric vehicle ecosystem is still growing. Is that enough to make this Chinese electric vehicle company a buy?
This is a short week as we begin the second half of 2023 with inflation down, recession fears fading, and the animal spirits of investors alive and well.

In the first half of 2023, market performance was positive and narrow, largely driven by the big tech names, and especially artificial intelligence (AI) related stocks. The Dow was up 3.8%, the S&P 500 gained 15.9%, and the tech-heavy Nasdaq was up 31.7%. We will continue to explore the world for the best value and growth stocks providing both conservative and aggressive ideas. EVs across the supply chain, resources, and emerging markets remain the focus but we have the flexibility to change course as opportunities arise.
As the world races to combat global warming, it will need nuclear power to do it. And these three nuclear energy stocks should benefit.
China is a supply chain superpower - a key advantage for China and a vulnerability for America. These 3 stocks should profit if the U.S. can shift the balance.
This is a short week as we begin the second half of 2023 with inflation down, recession fears fading, and the animal spirits of investors alive and well.

In the first half of 2023, market performance was positive and narrow, largely driven by the big tech names, and especially artificial intelligence (AI) related stocks. The Dow was up 3.8%, the S&P 500 gained 15.9%, and the tech-heavy Nasdaq was up 31.7%. We will continue to explore the world for the best value and growth stocks providing both conservative and aggressive ideas. EVs across the supply chain, resources, and emerging markets remain the focus but we have the flexibility to change course as opportunities arise.
Despite having surpassed it in size, India’s economic growth has lagged China for decades. These 3 stocks offer “catch-up” growth by investing in India.
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 developed economies like Europe stagnate under demographic overhangs, international investors are well-served looking towards a new group of young, dynamic Southeast Asian countries.
Fed Chairman Jerome Powell again threw a wrench into the market by warning that a couple of more interest rates hikes are probable this year. “The process of getting inflation down to 2% has a long way to go,” he told the House Financial Services Committee during a three-hour hearing. Not sure why they don’t get this over with.

Indian Prime Minister Narendra Modi arrives in America on his first official state visit with India’s geopolitical pull higher than at any point since he took power in 2014.
Robots aren’t taking over the world the way some had feared, but robotics are a big industry. Play the trend with this Japanese robot stock.
Winston Churchill’s amazing life offers some useful lessons that can be applied to investing. Here are 7 investing lessons we can take away.
Nio’s (NIO) stock is down 90% from its all-time high, does the current valuation make it a compelling buy for forward-looking investors?
Explorer stocks gained or held their ground this week as the so-called “Mega-Cap 8” stocks dominate a narrow market for now.

China has become the 20% market – 20% of world GDP and 20% of multinational total revenue. This explains the steady stream of CEOs to China while Washington and Beijing top officials traded insults at a Singapore defense forum.
The rising ASEAN Economic Community represents a major opportunity in Southeast Asia ... if the U.S. and investors play their cards right.
The Explorer had a good week with Butterfly (BFLY) up 15% and Solid Power (SLDP) up 10% this week. The S&P 500 has risen 8% in 2023 but the market gains are very narrow and concentrated, with the top five stocks accounting for most of the gains.