Paul Dietrich's Global Investing Trends Report
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China's Super Cycle

Posted August 18, 2008 · 0 Comments
Discovering a potentially lucrative super cycle, Dietrich thinks, is a lot easier than uncovering -- and investing early in -- the next mega-company such as Google. Super cycles reflect long-term trends based on global transformations, demographics, supply and demand pressures. Some examples: health care, because of the aging boomer population; and energy and food, because of swelling demand from emerging economies. 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

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

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

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

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

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

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

Active Investment Management In The New Bull Market

Posted June 26, 2009 · 1 Comment
Every area of the world has a unique historical stock market pattern when it is making major directional changes, for example, emerging from a long-term bear market or descending from a bull market into a bear market. read more

Washington Post-Ask the Experts

Posted July 7, 2008 · 0 Comments
Since 1945, the average bear market has lasted about two years and knocked the S&P 500-stock index down 36 percent. Now is not the time to drink the "BUY AND HOLD" investment strategy Kool-Aid. Be conservative, limit your risk -- and sleep well knowing your investment principal is not going to continue to decline. read more

Preserve, Defend and Protect

Posted May 7, 2010 · 0 Comments
Are the stock market declines over the past two weeks the beginning of a major stock market correction? I have been warning in these Foxhall Global Outlook newsletters since last November that we were historically due for a significant stock market correction. read more

Commodities and the Stock Market Have Been Declining for 10 Days. Is This a New Bear Market or Just a Correction?

Posted May 18, 2011 · 109 Comments
One of the main reasons for the steep correction is that commodity exchanges around the world raised margin requirements four times in 10 days to discourage speculators investing with borrowed money on margin. This forced many leveraged investors out of the market. read more

What Are the Long-term Consequences to Investors Here in the United States of the Tsunami and Nuclear Power Crisis in Japan and the Uprisings in Libya and Through-out the Middle East?

Posted March 16, 2011 · 43 Comments
Most economists in Japan believe, the efforts to rebuild homes, businesses and highways should offset any dampening effects and possible even spark economic growth. read more

Just Another Stock Market Correction

Posted August 5, 2011 · 11 Comments
Analyst seem to agree that the decline in the stock market has more to do with a lack of confidence in politicians in the U.S. and Europe, than in the fundamentals of companies trading on the stock market. This is more of a political crisis of confidence than anything else. read more

It Has Been a Tough Year! Where Do We Go From Here?

Posted December 28, 2011 · 0 Comments
As we near the end of this year, it is a time for reflection. What did we do right and what did we do wrong over the past year? read more

The Stock Market Outlook: Short-term Caution, Long-term Bullish!

Posted May 30, 2012 · 0 Comments
Over the past few weeks we have begun to see the same ups and downs in the stock market that reminded us of the unsettling volatility of last year. read more

Stock Market Update—Foxhall Adds to Cash!

Posted June 5, 2012 · 0 Comments
Our FOXHALL DEFENSIVE TECHNICAL SIGNALS are still NOT telling us we are entering into a long-term bear market, but, we are coming very close to receiving a long-term bear market exit signal. read more

Stock Market Update—Foxhall Stays Cautious & Defensive!

Posted June 12, 2012 · 0 Comments
After the elections in Greece next week, stock markets will be on another financial crisis deathwatch, as speculation will grow as to when Greece will default on its remaining debt and leave the euro-zone. read more

The Stock Markets Are Back on Defense!

Posted July 16, 2012 · 0 Comments
As of last Friday evening, our FOXHALL DEFENSIVE TECHNICAL SIGNAL had moved BELOW the yellow 65% SIGNAL CAUTION LINE (see chart below) and is now SIGNALING THAT WE HAVE “JUST BARELY” MOVED BACK INTO A BEAR MARKET. read more

5 Long-term Investment Mega-trends That Will Change America & the World!

Posted March 27, 2013 · 0 Comments
As the United States is slowly emerging from what has been called the “Great Recession,” investors need to clearly distinguish the differences between the U.S. economy and the U.S. stock market. They are very different and cannot be thought of in the same way. read more

What Investments Are Expected To Grow Over The Next 5 Years?

Posted November 9, 2009 · 0 Comments
What Investments Will Be Growing Over The Next 5 Years? Despite the retrenchment of companies associated with U.S. consumer spending, there will be companies and industries that, I believe, will experience historic growth in their stock prices. 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


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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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