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

The Lost Decade

Posted March 31, 2010 · 0 Comments
Since the beginning of this year, 2010, through March 15th, the S&P 500 Index is up only about 3%. Almost every American knows that the U.S. Economy is not very strong. Are we going to be stuck in a sideways stock market? How long do you think that will last? Historically, transition periods going from recessions into bull markets are highly volatile and fraught with possible dangers for investors. read more

Risk Management

Posted January 19, 2010 · 6 Comments
The primary goal of Foxhall Capital’s investment philosophy and our Offensive-Defensive Investment Strategy is designed to limit and minimize any significant loss in our client’s investment portfolios—especially during historically volatile transition periods coming out of a bear market/recession. read more

Trend Following Is The Secret To Successful Investing

Posted September 24, 2009 · 1 Comment
My clients are very grateful that Foxhall Capital protected them from most of the stock market declines over the past year and a half. I know Foxhall went from its defensive investment strategy of largely treasury bonds back into the stock market and its offensive investment strategy on July 24th, but you missed a lot of the stock market run-up from March through July by staying in bonds. How do I explain this to my clients? read more

When Will The Recession End?

Posted April 30, 2009 · 0 Comments
The stock market has rallied over the past 5 weeks. Is this the beginning of the new bull market or is this a bear market rally that will be followed by new stock market lows? When do you think this bear market recession will end? Economists often say that the stock market always starts to go up before the “real economy” recovers and often goes up before a recession ends. That is only partially true. read more

Following The Long Term Trends

Posted July 10, 2008 · 0 Comments
I know the FOXHALL “DEFENSIVE STRATEGY” in bear markets is made up of (1) bonds, (2) foreign currency funds to offset the falling U.S. Dollar and (3) oil, energy, metals, mining, agriculture and other commodities and basic materials funds. BUT, OVER THE PAST TWO WEEKS COMMODITIES HAVE DECLINED PRECIPITOUSLY. AGRIBUSINESS COMMODITY FUNDS are down this month 6%. STEEL FUNDS are down over 9% and METALS AND MINING FUNDS are down over 12%. It is hurting your FOXHALL performance. I thought commodities were supposed to go up when the stock market was going down. read more

How Will The Decline In Real Estate Effect The Economy?

Posted July 25, 2007 · 7 Comments
I keep reading that the U.S. economy is slowing, partially because of the decline in real estate. How will this effect the stock market over the next few months? As I am writing this commentary, it is Thursday July 26, 2007, and the DOW dropped 311 points today or about 2.26%, because of housing market fears. Just so you know, a 2.26% drop in the market is not near enough of a decline for FOXHALL to implement our “DEFENSIVE” strategy and move out of the stock market and into bonds. The stock markets have reached record highs this month in the DOW and S&P 500 INDEXES. This is simply a short-term correction with a lot of institutional investors taking profits. read more

How Is The Economy Other Than The Sub-Prime Mess And High Fuel Prices?

Posted November 27, 2007 · 0 Comments
Stock market analysts continue to focus on high oil prices and the bad loans made by big banks and big brokerage companies in the sub-prime lending scandal. How is the rest of the economy doing? Make no mistake about it the economy is growing at a slower rate now than it has over the past five years. The recent stock market “pull-backs” in August and during the past few weeks reflect a stock market that is simply “adjusting” from a “GROWTH BULL MARKET” to a “SLOWER GROWING BULL MARKET.” This is very normal at this stage of the bull market cycle. However, the rest of the economy is doing well and many stock market analysts seem to overstate the importance of high oil prices and the banking crisis. read more

The Foxhall Capital Investment Strategy

Posted January 26, 2009 · 0 Comments
Years ago, one of my college professors in economics said understanding the economy and the stock market is not “rocket science” or “brain surgery.” He said it was simply understanding the long-term bull and bear cycles of the economy and stock market—and then acting appropriately. It’s really just common sense. read more

The Economy in 2009

Posted January 15, 2009 · 0 Comments
The Carnage Of 2008 Has Been Nothing Short Of Breathtaking! 2008 was a horrible year. Virtually every stock market asset class crashed simultaneously. The Dow had its worst losing year since 1931 when the Great Depression was in full swing. The S&P 500 Index was down 38.5% in 2008, the worst stock market drop since 1937 and the third worst drop in the history of the US stock market. That easily makes 2008 the nastiest annual decline ever experienced by most current investors. read more

When Do You Think Commodities And Asian Markets Will Start Going Up?

Posted September 4, 2008 · 31 Comments
At Foxhall Capital we “follow trends” rather than try to predict short-term stock market ups and downs. People tend to have short memories—In August 2007, oil prices dropped about 20%—just as they have this year after first climbing to new highs. I remember receiving calls from investors asking if they should move their portfolios out of commodities like oil and gold. read more

When Will Oil Prices Stop Going Up?

Posted May 16, 2008 · 0 Comments
My clients keep asking me when oil prices will stop going up. What do I tell them? OIL PRICES WILL KEEP GOING UP! As I have mentioned before in the FOXHALL GLOBAL OUTLOOK there are many factors causing oil to go up. First is supply and demand. While we Americans continue to complain about prices, we still consumed more gasoline last year than we did the previous year. China and India are now the second and third largest auto markets in the world and they are consuming record amounts of new gasoline. read more

Why Is Global Investing Important?

Posted May 5, 2008 · 0 Comments
One of my clients asked me why global investing was important. Are there any studies that definitively explain the importance of global diversification in a client’s investment portfolio? YES—GLOBAL DIVERSIFICATION IS A MUST! After your grandmother told you as a child to always “buy low and sell high,” she also probably reminded you “not to put all of your eggs in one basket”—at least that’s what my grandmother used to tell me! That is the underlying timeless wisdom of global diversification. 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

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

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

How Much To Diversify Our Portfolios Outside The U.S. Market?

Posted September 6, 2007 · 0 Comments
Given the recent turmoil in the U.S. stock markets because of the subprime mortgage scandals, how much should an investor diversify their investment portfolios outside of the United States? THE RISK OF JUST INVESTING IN THE U.S. The impact of the so-called “sub-prime mortgage crisis” on the U.S. stock market-remember that sub-prime lending is a very tiny piece of the overall economy-serves to remind us that investing in a single country heightens the volatility and risk EVEN when that one country is the United States! This is why almost every academic study points out that global diversification is the secret to managing risk in any investment portfolio. read more

Are You Moving Portfolios To Money Markets Or Bonds?

Posted July 30, 2007 · 0 Comments
The stock market had a major downturn last week. Have you moved your portfolios to money market funds or bonds? The answer for now is “no”. Last week the DOW JONES INDUSTRIAL AVERAGE ended the week with a two-day loss of more than 500 points. The steep drop was sparked by continuing worries about the health of the mortgage and corporate lending business and weakness in the housing market. When markets are selling off it is sometimes hard to keep focused on the big picture: HOW IS THE OVERALL U.S. ECONOMY DOING? AND THE ANSWER IS FINE. FOCUS ON THE BIG TRENDS. One has to keep these stock market corrections in some perspective. Here is how I look at it: read more

Business Week Article Supports Foxhall's Strategy

Posted July 2, 2007 · 0 Comments
BUSINESS WEEK ARTICLE REINFORCES FOXHALL’S GLOBAL STRATEGY This week BUSINESS WEEK(1) published an article about the well known Princeton University professor and economist, Burton Malkiel. The article reinforces the underlying foundation of FOXHALL CAPITAL’s global investing strategy. Burton Malkiel is most famous for his classic finance book, “A RANDOM WALK DOWN WALL STREET.” In the past, he has been a leading proponent of the “EFFICIENT MARKET HYPOTHESIS,” which contends that prices of publicly traded assets reflect all publicly available information. “FROM WALL STREET TO THE GREAT WALL” But now in his new book, “FROM WALL STREET TO THE GREAT WALL: HOW INVESTORS CAN PROFIT FROM CHINA’S BOOMING ECONOMY. (W.W. Norton, December 2007) he now sees Asia and specifically China as the greatest investment opportunity in the world today. He says investors are getting a bargain for “the most undervalued currency in the world.” read more

Isn't This Trend Applicable In Other Emerging Markets Too?

Posted June 12, 2008 · 0 Comments
In your last Foxhall Global Outlook you talked about how the next big GLOBAL SUPER-CYCLE INVESTMENT TREND was investing in those companies and commodities that will be used by China over the next decade in their trillion dollar infrastructure investment programs. Isn’t this trend applicable in other emerging markets too? I hear many other emerging markets are spending big sums on their own infrastructure development. You are right! Many emerging markets around the globe are flush with U.S. currency reserves. read more

Is Foxhall Ready For The Chinese Market Correction?

Posted June 6, 2007 · 52 Comments
At Foxhall Capital, we never try to anticipate when something will happen in a stock market, we simply follow the market in the direction it is already going and when there is a major correction we will take defensive actions to manage risk in our client’s portfolios. We continue to watch the Chinese markets carefully. read more

What Is Happening To The Housing Market?

Posted April 10, 2008 · 1 Comment
Several weeks ago, another FEDERAL RESERVE report stated that the most serious lending abuses in ADJUSTABLE RATES MORTGAGES (ARMs) took place within the last 18 months. Most of those ARMs have not yet triggered their higher rates. The report stated that the worst of the housing foreclosures was still to come and that most of these foreclosures would reach a peak in the second half of 2009 and the first half of 2010. read more

The New Bull Market Has Begun!

Posted July 24, 2009 · 24 Comments
As of today, July 24, 2009 Foxhall Capital is switching to its Offensive Investment Strategy for stock markets in the United States, Europe and other Developed Markets and for the Pacific Rim and Emerging Markets. Our proprietary Foxhall Capital Trend Recognition Technology™ indicators have formally reversed this week from a bear market to a bull market. (See Chart 1) These historic trend directional changes only happen four to six times in a decade read more

Managing Investments In A Volatile Market

Posted May 18, 2010 · 1 Comment
Investors hate corrections or any stock market drop. But in the long run it is far more healthy and stable to have a stock market that is running in tandem with the fundamentals of the U.S. economy. read more

Distinguishing The Stock Market From The Underlying U.S. Economy

Posted June 28, 2010 · 65 Comments
It is important to always distinguish the stock market from the underlying U.S. economy. The underlying economy has not changed. It is still growing at a mediocre annual growth of about 3%. read more

Why Foxhall Capital's Risk Management Strategies Are So Important!

Posted July 2, 2010 · 3 Comments
As we end the second quarter of this year, the stock market is still in the process of regressing to the long-term trend of the underlying economy. Based on how overvalued the stock market was before this correction, I believe the stock market may continue to correct for the next few months. This is why Foxhall Captial's risk management strategies are so important! read more


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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.
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