Paul Dietrich's Global Investing Trends Report
Your search for global political issues returned the following results.

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

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

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

Will Gas And Oil Prices Keep Rising?

Posted December 31, 2007 · 0 Comments
My clients keep asking me if oil and gasoline prices are going to continue to rise. Will they ever go back down? In the long run, oil and gas prices will continue to go up and Americans must prepare themselves to spend a higher percentage of their household budgets in the future on gasoline, heating oil and food (more about food in another issue of this newsletter). Oil and gas prices are being driven by two LONG-TERM INVESTING TRENDS. 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

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

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

A Forecast For The 21st Century

Posted February 13, 2009 · 1 Comment
Everyone is depressed over the stock market and the economy. You say you follow long-term trends. Give me some good news, what are the long-term trends over the next decade? I do spend a lot of my time focused on trying to discern long-term political, economic and investing trends. Every day I receive by email over 120 pages of analysts reports from all over the world. It usually takes me at least 2 to 3 hours to read and mostly skim through all these reports. 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

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

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

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

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

Thanksgiving

Posted November 26, 2008 · 0 Comments
Since Thanksgiving is this week, this past Sunday I sat quietly for a couple of hours on my farm in Virginia and tried to think of all the things I was deeply grateful for over the past year. I thought of my family and friends. I thought of my business partners at Foxhall Capital and our wonderful, hard working employees who make me look far better than I am—to them I am most grateful. read more

Should The Big Drop In The Dow Be Of Concern?

Posted November 4, 2007 · 0 Comments
Last Thursday the DOW JONES INDEX dropped more than 362 points or 2.6%, its fourth-worst trading day of the year. Should this be a cause of concern? No, this drop was largely the reaction of big institutional investors to the financial services sector, which makes up a large percentage of the DOW. As the WALL STREET JOURNAL said, they were punishing big banks and brokerage firms like Citigroup, Bank of America, Merrill Lynch, Smith Barney and Bear Stearns. These big banks and brokerage firms have been widely criticized in the press for lending billions of dollars to hedge funds on margin who were relending money to mortgage companies who were pushing loans to some people who had no jobs, no credit and no prospect of every paying them back. 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

Will It Make A Difference To The Stock Market If A Democrat or Republican Wins The Presidential Election?

Posted October 30, 2008 · 0 Comments
Does it make a difference to the stock market if a Democrat or Republican wins the Presidential Election next week? I recently saw a study in Forbes Magazine that concluded that Presidential election out-comes don't affect the stock market the way most people expect them to. In this article written by Ken Fisher and published in the May 19, 2008 issue of Forbes Magazine, Fisher answers the question posed above. “We have a long history of elections and S&P 500 returns, and the pattern is pretty clear. 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

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

How Does Foxhall Consider Investments?

Posted April 22, 2008 · 0 Comments
One of the ways we consider investments at FOXHALL CAPITAL is by trying to find and invest in long-term trends in the global marketplace. I often call these long-term trends, GLOBAL SUPERCYCLES. Recently, at the WORLD ECONOMIC FORUM in Davos, Switzerland, Herb Meyer gave an important lecture to a very select group of invited global CEOs of major international corporations on some of the KEY GLOBAL TRENDS, unfortunately not often covered in the mainstream media. 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


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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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