Paul Dietrich's Global Investing Trends Report
Your search for 2001 recession returned the following results.

What Will the U.S. Economy Look Like During the Next Bull Market?

Posted November 2, 2009 · 16 Comments
You said in your last Foxhall Global Outlook that this economic recovery would be different than previous bull markets. Why is that and which investments will do well and which investments should we avoid? As I have said before, this is going to be a unique and uneven recovery. Last week we saw days when the stock market went up in triple digits and then the next day dropped in triple digits. This is not uncommon during the transition from a recession to a new long-term bull market. read more

What Will The Market Do From Now Until The End Of The Year?

Posted October 3, 2007 · 0 Comments
You were right about the stock market going through a typical summer pull-back, since it has now bounced back to its recent record highs in July. What will the stock market do from now until the end of the year? PATIENCE IS ALWAYS A VIRTUE One of the behavioral characteristics of professional investors is an ability to resist getting caught-up in the emotions of the stock market as it reacts to the most current daily drama being spotlighted in the news! Professionals keep their concentration focused like a laser on those specific indicators that actually drive the fundamentals of the stock market over time. read more

Anything Is Possible

Posted November 16, 2009 · 1 Comment
A number of commentators on television keep saying the economy may go up for a while but then could slip into a new recession early next year. Do you think that is possible? Anything is possible, but it would be historically contrary to almost every recovery since 1950. read more

Are We Heading Into A Recession?

Posted October 10, 2007 · 0 Comments
This week the stock market and the Dow broke through to new record highs. But my clients are stilled worried about an imminent recession. What should I tell them? First, I do not believe there will be a recession either this year or next year. The overall U.S. economy and the global economy are doing too well, at the moment, and since the stock market has always tracked the overall economy in the long run, I believe that the next bear market is distant enough in the future that it is still a good time for stock market investors to be “in the market”! Make no mistake about it, eventually we will have a recession but that will only happen when the OVERALL economy starts to deteriorate. read more

2008 A Year In Review

Posted December 30, 2008 · 1 Comment
2008 Was Not A Great Year. Few tears will be shed at 2008’s passing—at least from an investment perspective. 2008 began with a business slowdown and is ending with the world caught in the grip of the most severe economic recession since the Great Depression. All this is happening in the context of a world in the throes of extraordinary change, and a planet that is morphing into one economy. read more

The Start Of A New Bull Market Can Be Choppy

Posted September 8, 2009 · 1 Comment
Almost all economists now agree that the recession is probably over and the consensus is that the U.S. Economy will grow at least 2% in the second half of this year. Home sales have started to inch up from a very low base, even though foreclosures continue to increase each month and home prices nationwide have a bit further to fall. read more

Will The Slowing U.S. Economy Effect Asian Stock Markets?

Posted October 23, 2007 · 0 Comments
If the U.S. economy continues to slow down, will that negatively impact the growth of China and other Asian economies that manufacture and sell so many products to the U.S.? How will Asian stock markets react to a slowing U.S. economy? Remember when you were a kid and watched a magic show. The magician was always trying to get you to look somewhere else while his other “unwatched hand” was pulling a card or a coin out of your ear. Magicians call this “misdirection.” The secret of successful investing is to stay focused and never take your eye off the only thing that really matters: the overall health of the economy. read more

How Is Foxhall Managing Clients Accounts?

Posted November 13, 2007 · 0 Comments
I know you have been warning for several months that the U.S. economy is slowing, but what are the exact “stock market triggers” that FOXHALL CAPITAL uses to determine that the stock market has moved into a bear market or recession? How do these triggers “specifically work” and exactly when will you notify clients that FOXHALL CAPITAL believes we have entered into a bear market or recession and FOXHALL CAPITAL is moving its investment portfolios to it FOXHALL DEFENSIVE INVESTMENT STRATEGY? read more

How Long Will This Recession And Bear Market Last

Posted April 6, 2008 · 17 Comments
Make no mistake! WE ARE IN A RECESSION and this one could be severe. Don’t believe the TV pundits who tell you this bear market will be over by the fall. If that were to occur, it would be historically unprecedented. Expect this recession/bear market to last most of two years! FOXHALL CAPITAL’S disciplined investment process and proprietary long term market indicator responded to the market shift and has systematically positioned client portfolios in “defensive investments” that have traditionally made money during downturns in the markets. read more

Speaker To Help Vail Valley Investors Play Defense

Posted July 11, 2008 · 0 Comments
An article written by Scott N. Miller; EAGLE COUNTY — Paul Dietrich thinks investors will be huddling with the bears for a while yet. With the Dow Jones Industrial Average and the Standard & Poors 500 both down more than 20 percent from their October highs, the stock markets are officially in “bear” territory, after nearly five years of expansion. Dietrich, an economist and the chairman of Foxhall Capital Management, said historically, there’s more drop to come. read more

Americans Have A Lot To Be Thankful For This Independence Day

Posted July 1, 2008 · 0 Comments
As we approach the July 4th holiday, the news couldn’t be gloomier. U.S. and global stock markets continue to decline and are flirting with worldwide recession. The financial sector is in crisis; housing values have fallen to their 2004 levels and are still dropping; the U.S. dollar is in free-fall; we haven’t even begun to see the peak in home foreclosures; unemployment is up; oil prices are outrageous and a box of cereal will cost twice as much by next year. It’s hard to see a silver lining in all this bad news—or even a way out of this mess. read more

Will the Slowdown In The U.S. Affect Asian Markets

Posted July 10, 2007 · 0 Comments
THE U.S. ECONOMY IS STILL GROWING! First, note that the U.S. economy is doing quite well. While it is not growing as fast as it was in 2003, it is still growing. Barring some international geo-political crisis, the U.S. economy and the U.S. stock market should continue to make gains over the next three years. But to answer your question, how would a U.S. economic downturn affect Asia? The answer is that the continuing rise in Asian domestic demand, more diversification in exports, and a looser monetary policy give Asia some armor against any future U.S slowdown. read more

How Severe Will This Recession Be?

Posted February 7, 2008 · 0 Comments
I have received a number of questions regarding the severity of the current bear market and possible recession. Everyone seems worried. With all the wild swings in the U.S. and global markets, many investors and financial planners are asking, "WHAT DO I DO NOW?" I should say that anyone who's asking that question IS NOT a FOXHALL CAPITAL client. read more

What Will Be Happening In Asia And Emerging Markets?

Posted January 28, 2008 · 0 Comments
GREETINGS FROM SINGAPORE! A number of people have emailed me regarding the following quote I made in last week’s FOXHALL GLOBAL OUTLOOK: “I believe there will be a significant rally in Asian and emerging markets over the next month and at that time FOXHALL CAPITAL will determine whether to decrease our already reduced holdings in Asian and emerging markets based on the expected U.S. slowdown.” read more

What Is Happening To The Market?

Posted January 21, 2008 · 7 Comments
GREETINGS FROM HONG KONG! As all of you know, FOXHALL CAPITAL officially announced at the end of trading on Thursday, January 10, 2008, our FOXHALL CAPITAL LONG-TERM STOCK MARKET DIRECTION INDICATOR triggered a DEFENSIVE STRATEGY which means we are now entering a BEAR MARKET. FOXHALL’S TIMING WAS PRETTY MUCH ON TARGET! read more

Information That Will Affect Your Foxhall Capital Client's Investment Portfolio's

Posted January 9, 2008 · 0 Comments
GREETINGS FROM SEOUL, SOUTH KOREA! I am writing to you today from Seoul, South Korea. This is the first stop on a trip that is taking me to Beijing and Shanghai, China, Hong Kong, Ho Chi Minh City (Saigon), Vietnam, Singapore, Mumbai (Bombay) and Bangalore, India, London and Paris. I will be meeting with key banks, stock market analysts, economists and government officials in these countries. I will also be giving speeches at the Shanghai, Hong Kong and Saigon Stock Exchanges-so it will be a very busy six weeks. read more

How Does Foxhall Determine We Are Entering Into A Bear Market?

Posted November 20, 2007 · 0 Comments
I know you have been warning for several months that the U.S. economy is slowing, but what are the exact “stock market triggers” that FOXHALL CAPITAL uses to determine that the stock market has moved into a bear market or recession? How do these triggers “specifically work” and exactly when will you notify clients that FOXHALL CAPITAL believes we have entered into a bear market or recession and FOXHALL CAPITAL is moving its investment portfolios to it FOXHALL DEFENSIVE INVESTMENT STRATEGY? read more

Active Investments And Buy-And-Hold Investments

Posted September 27, 2007 · 0 Comments
How do I explain to my clients, the difference between “ACTIVE INVESTMENT MANAGEMENT” and “BUY-AND- HOLD INVESTMENT MANAGEMENT?” An important new academic study, “SECTOR ROTATION AND MONETARY CONDITIONS,” which is slated for publication in the prestigious JOURNAL OF INVESTING early next year, gives new academic confirmation to the FOXHALL investment management strategy of “active investment management.” read more

Is The Market Going Forward In This Economy?

Posted September 18, 2007 · 0 Comments
Yesterday the Federal Reserve lowered interest rates and the stock market went up strongly. What does this mean in terms of the economy and the stock market going forward? For regular readers of the FOXHALL GLOBAL OUTLOOK, I have mentioned several times over the past six weeks that if the Federal Reserve lowered interest rates the stock market would take off. That is exactly what happened on Tuesday. BIGGEST ONE-DAY MARKET INCREASE IN 5-YEARS read more

Unemployment is Rising- Are We Heading Towards A Recession?

Posted September 11, 2007 · 0 Comments
Last week U.S. unemployment started to rise. Does this mean the economy is starting to slow? Are we in danger of a recession? There was an unexpected drop in U.S. employment for August, but the decline may signal more of a short-term confidence crisis among employers than a significant economic downturn. To be sure, the loss of 4,000 jobs for August reported last Friday-the first drop in four years-will weigh heavily in the Federal Reserve's decision on whether to lower benchmark interest rates (a move which Wall Street now considers a certainty). A loss of confidence could lead to still more job cuts and slower spending. But a timely rate cut would likely repair the damage quickly. If the Federal Reserve does lower interest rates at its meeting on September 18th, EXPECT A BIG JUMP IN THE STOCK MARKET THAT DAY. read more

Do You Think The Stock Markets Will Continue To Go Down?

Posted August 28, 2007 · 0 Comments
The stock market seems to have calmed down this past week. Do you think that will continue? What should I tell my clients? The market had its most stable week in a month last week. The DOW JONES INDEX rose back above 13,300 and finished up 2.29% for the week, the S&P 500 INDEX rose 2.31%, and the NASDAQ added 2.86%. TWO PRINCIPLES FOR INVESTMENT SUCCESS Robert Hagin, the former University of Pennsylvania Wharton School of Finance professor taught that there are really only two principles that someone needs to know and understand in order to be a successful investor. read more

The Market Is Declining- When Does Foxhall Make Adjustments?

Posted August 17, 2007 · 1 Comment
The Stock Market has been declining over the past month. At what point will FOXHALL CAPITAL switch to bonds or money markets? FOXHALL CAPITAL uses a proprietary system with “stop-loss triggers” to determine when the stock market is entering a major correction or a long-term bear market/recession. Normally, FOXHALL CAPITAL does not sell its positions when there is a simple “pull back” in the stock market or a minor correction. An investor almost always loses money when you try to time the market in pull backs and minor corrections. No one knows how to get out at the top and get back in at the bottom. If the market goes right back up, as it tends to do after most minor corrections, you will usually lose money getting in and out, rather than riding it out. read more

What Keeps The Market Going Up?

Posted July 17, 2007 · 0 Comments
For months, the business press has been saying the stock market was heading into a bear market. But during the past few trading sessions both the S&P 500 Index and the Dow Index have logged historic record highs. Why is the market going up? THE ECONOMY IS DOING WELL. As I have repeatedly talked about in my weekly newsletters, in the short run, the stock market can often be out of sync with the economy, but in the long run, the stock market always follows the broad economy. This is what determines long-term stock market trends. In the long run, if the economy is basically doing well, the stock market goes up. If the economy is substantially slowing and going into a recession, the stock market will go down following the long-term trend in the economy. That is really all one has to know in order to do well in investing. read more

How Does Foxhall Manage Risk With The Current Turmoil In The Middle East?

Posted June 26, 2007 · 0 Comments
I keep reading that a political mishap or an escalation in wars in the Middle East could dramatically drive up oil prices and the stock market would go down. How does FOXHALL CAPITAL manage this type of risk? We believe that every investor in the stock market should always have a portion of their investments in “HARD ASSETS. “ Hard assets are investments in real things like oil, real estate, currencies, raw materials, gold, silver and other precious metals. read more

What Is Foxhall's Investment Strategy?

Posted June 19, 2007 · 0 Comments
How do I explain Foxhall Capital’s global investment strategy to my clients? Foxhall Capital employs a GLOBAL MARKET ROTATION investment strategy. As global stock markets rise and fall and economies throughout the world strengthen and weaken, we constantly adjust the mix of global Exchange Traded Funds (ETFs) and mutual funds that are held in our client’s portfolios. Our GLOBAL MARKETS ROTATION strategy is based on the following principals: read more


Older Posts
Subscribe
Subscribe to my blog via RSS or email.

Search

About Paul Dietrich
Paul Dietrich is the Chairman, CEO and Co-Chief Investment Officer of Foxhall Capital Management, Inc. (Foxhall).  Foxhall currently manages investments for individuals, mutual funds and private institutions throughout the United States. Paul Dietrich is also a portfolio manager to a publicly traded mutual fund, the Foxhall Global Trends Fund.
Learn more about Paul Dietrich

Latest Video:

Paul Dietrich on FOX Business





Tags

Jim Rogers risk management tools energy funds emerging market countries borrowing rates stagflation long-term price trends U.S. market risk management. subprime lending crisis George Freidman global portfolio stock market cycles foreign markets capital spending active global investment strategy international exposure buying power thoughtful analysis Nassim Taleb double dip economic cycle gross domestic product US Stock Market us government backed bonds equity government borrowing copper 2001 recession company fundamentals

Archives
August 2013
July 2013
May 2013
April 2013
March 2013
October 2012
September 2012
July 2012
June 2012
May 2012
March 2012
January 2012
December 2011
November 2011
October 2011
September 2011
August 2011
July 2011
June 2011
May 2011
April 2011
March 2011
January 2011
December 2010
July 2010
June 2010
May 2010
March 2010
January 2010
November 2009
September 2009
July 2009
June 2009
May 2009
April 2009
February 2009
January 2009
December 2008
November 2008
October 2008
September 2008
August 2008
July 2008
June 2008
May 2008
April 2008
March 2008
February 2008
January 2008
December 2007
November 2007
October 2007
September 2007
August 2007
July 2007
June 2007