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Carl DelfeldCarl Delfeld

, Special Correspondent


Investment Opportunities in the Great White North

Sometimes the best value and growth plays are based in countries thousands of miles away, in what many consider exotic locations. These overseas investments have to be very compelling for investors to take the plunge, especially when they don’t know much about the culture, language, politics, and economy of the places, where some of these...

America’s Trade Debate

Trade is proving to be a major flashpoint for voters on the left and right. And, it’s not something that can be examined in isolation because it’s intrinsically related to investment, capital, currencies, influence, and wealth – not to mention national and economic security. America’s role as the world’s leading player in trade is closely...

Following the Example of Alexander Hamilton

As we struggle with the implications of the 2016 Republican presidential primaries, it seems clear that the party, through a lack of energy, direction, and initiative, has created a vacuum. One that some candidates are attempting to exploit by appealing to voters’ economic insecurity and frustration. In getting the initiative back, our lodestar should be...

Back to Basics: Investing in Food and Water

In times of stock market uncertainty and volatility, many investors have a tendency to crawl into a bunker and wait for the storm to pass. This is a blunder for even the most cautious and conservative investor. Why? Because the best time to scoop up steady investments at bargain prices is when markets are unsettled....

Is the Chinese Economic Miracle Over?

While it’s well known that I’m a “China Skeptic,” I always go out of my way to highlight China’s enormous – and historically unequalled – economic gains over the past three decades. In 1980, China exported about as much in a year as it did in a day in 2015. Its economy was roughly the...

Go Against the Herd to Profit From Emerging Markets

History shows that trades and investments that deliver big returns have one thing in common – they are all based on thinking differently from the herd. Hitting movie theaters in December 2015, The Big Short focused on this theme. While everyone deemed mortgage-backed bonds (especially the higher-quality mortgages) a safe investment, a few perceptive investors...

It’s Time to Look Beyond Gold

My inbox is overflowing with countless gold offers and recommendations every morning. But this is what happens during a rebound in gold prices amidst global uncertainty… And, with the gold rally capturing the financial media’s attention, many investors are missing even better precious metals opportunities. Rare and strategic metals offer some great value price entry...

Tear Down This Wall

The Berlin Wall was the symbol of the “Iron Curtain,” separating the free from the oppressed. But do you ever think about the “Iron Curtain” between individual investors and more privileged investors? On one side there are individual investors who are receiving second-hand, conventional, and uninspiring advice – driven by marketing and public information. On...

Invest in the Next Boom

“My interest is in the future because I am going to spend the rest of my life there.” – Charles Kettering One of the best economic thinkers out there right now is Robert Gordon, who gave a great speech about the American economy at a recent TED conference. Gordon spoke about America’s amazing run of economic...

Is China’s Amazing Growth Story Over?

Over the past 30 years, China has experienced tremendous growth. To put this all in perspective, when China began to open up to the world in 1978, exports for the full year were equal to one day of exports in 2010. In 1980, China’s economy was the size of the Netherlands. In 2013, it added...