ETFs
Carl Delfeld
Chief Analyst,
Cabot Explorer
- Chief Analyst for Cabot Wealth's Cabot Global Stocks Explorer
- 30 Years Industry Experience
- Author of Red, White & Bold: The New American Century
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About Carl
Carl Delfeld is chief analyst of Cabot Explorer published by Cabot Wealth Network. He is also the managing editor of Far East Wealth and chairman of the William H. Seward Center for Economic Diplomacy. Over the past three decades, he has held senior positions in business, finance and government, was a Forbes Asia columnist and author of Red, White & Bold: The New American Century.
Carl's Articles
The rally since the election has continued, with Bitcoin reaching $90,000 for the first time and the KBW Nasdaq Bank Index, which tracks shares of some of the nation’s largest lenders, surging. Dutch Bros Inc. (BROS) shares also jumped 36% this week, observes Carl Delfeld, editor of Cabot Explorer.
Carl Delfeld
CONSUMER DISCRETIONARY
Tickers: BROS
As markets move towards the “Great Rebalance,” looking to diversify portfolios with different asset classes and international stocks, I’ll be headed to Europe, Asia, and Latin America during the next year. Meanwhile, I am considering BYD Co. (BYDDY) shares, observes Carl Delfeld, editor of Cabot Explorer.
Carl Delfeld
GLOBAL
The Federal Reserve voted to lower interest rates by half a percentage point, the first cut since 2020 and more than many expected. The overwhelming Fed board vote suggests more rate reductions are likely this year. Meanwhile, I continue to like the nuclear power play Centrus Energy Corp. (LEU), notes Carl Delfeld, editor of Cabot Explorer.
Carl Delfeld
ENERGY
Tickers: LEU
Markets remain on edge. Last Monday, trading in 401(k)s was more than eight times the daily average, the highest since 2020. My guess is that most of this activity was selling rather than buying. Meanwhile, I’m moving Super Micro Computer Inc. (SMCI) to a “Buy,” writes Carl Delfeld, editor of Cabot Explorer.
Carl Delfeld
TECHNOLOGY
Carl's Videos
Do you struggle or go back and forth investing in stocks and ETFs? With thousands of options in both, learn a powerful and simple way to combine them through a core and explore approach. Carl Delfeld, known as the ETF Architect, is both an ETF pioneer and has picked stocks for the legendary hedge fund manager Julian Robertson of Tiger Global Management. He is also a former Forbes columnist and ETF expert and author of two books on ETF investing.
Carl Delfeld
ETFs
30:31
Delfeld will lay out the stakes for American economic, financial, and national security as well as investors as the US-China rivalry intensifies in this decisive decade. What are the battlegrounds? What are China's and America's strengths and vulnerabilities? How will the rivalry impact you, your family, and your portfolio?
Carl Delfeld
GLOBAL
38:17
Carl Delfeld discusses how traders can exploit the US-China trade war and digs into opportunities in the broader Asian sector.
Carl Delfeld
GLOBAL
4:13
Carl Delfeld breaks down the current climate for U.S.-China trade relations. He explains why it is a mistake to expect one overarching deal to be reached in the near-term.
Carl Delfeld
GLOBAL
4:47
Carl's Books
Carl Delfeld
Red, White and Bold: The New American Century
This book is a blueprint for America to remain the strongest and the most prosperous, independent, respected, and influential nation in the world. We just need to follow it to build both a new American century.