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Carl DelfeldCarl Delfeld

, Special Correspondent


The Tycoon Secret: Patience and Value

There are numerous strategies tycoons use to build tremendous wealth, such as investing in emerging blue chips. But today, I’m going to focus on a broader characteristic tycoons possess that any investor can use to expand their wealth. And that characteristic is a patient and persistent attention to the price. Tycoons will wait as long...

Protect Your Portfolio

During the 1980s, it was considered the “cruelest tax of all,” robbing consumers of purchasing power. I’m talking about inflation. Right after the global financial crisis, a financial publisher asked me to prepare a report on the “coming inflation.” After thinking it over, I told them that inflation would be muted for many years. They...

China’s Pacific Century Ambitions

I hope you’re following the events unfolding in the South China Sea, as China asserts territorial rights far beyond accepted norms. Because as the country seeks to increase its geopolitical strength and influence, it’s also upending the status quo. And creating ripples that will spread far from home. For example, a U.S. Navy patrol recently...

The Trans-Pacific Partnership – Biggest Winners

On Friday, I gave an overview of the Trans-Pacific Partnership (TPP) deals and how the proposed changes will affect the United States. I also revealed one American company poised to benefit from those changes: Hormel (HRL). Today, I’m back to finish this thread by identifying two Pacific Rim countries that are poised to be the...

The Trans-Pacific Partnership – Who Profits?

After eight years of planning and more than five years of mind-numbing negotiations, America and 11 other Pacific Rim nations representing 37% of the global economy finally reached an agreement on the largest regional trade accord in history – the Trans-Pacific Partnership (TPP). The negotiating text alone consists of 30 chapters and thousands of pages...

Sensible Market Timing

Investing advice is a big business. Every day, investors are swamped with advice and ideas from thousands of experts. But I’ve noticed that very few are willing to even try to accomplish the most important task of an advisor – to help their clients avoid the sharp downturns that devastate portfolios and wealth. I’m not...

Walter Energy: A Distressed Opportunity?

I’m always looking for a big upside while trying to limit downside risk. (Who isn’t?) Which is why I find global deep value and “distressed” plays so interesting. These stocks are trading far down from their highs and oftentimes well below book or breakup value. This always prompts the question: How much worse could it...

Invest in Global Infrastructure

When you arrive for the first time in a new city or a foreign country, the first thing you notice is the airport, and then the roads or the subway on the way to your hotel – the infrastructure. Aside from making an impression on visitors, it’s the very foundation and backbone of a modern...

Time to Buy Hong Kong?

Is the Hong Kong market a bargain or losing its edge? With the Hang Seng Index trading at its cheapest valuation in 10 years – close to the valuations of Russia’s and Pakistan’s markets – it’s an important question. So what’s wrong? A couple of things… Crony Capitalism: The China-controlled government is blocking any political...

Why the U.S. Dollar Is King

Over the last several years, gurus and pundits have been predicting that the U.S. dollar will collapse. Many of these “experts” believe that the greenback will soon be replaced by the Chinese yuan as the world’s leading reserve currency. And instead of admitting that they were just plain wrong, they keep beating the drum of...