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

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

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

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 Can Foxhall Be Up When The Asian Stock Market Is Down?

Posted June 5, 2008 · 34 Comments
You are right; almost every Asian stock market is down year-to-date. As of last week, the Dow Jones China Broad Market Index was down over 33% year-to-date. It was down earlier in the year almost 40%. The Honk Kong Index was down over 21% and the Saigon Stock Exchange was down 50%. Chinese Stock Markets are down over 33%. 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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