Paul Dietrich's Global Investing Trends Report
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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 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

Why Are Prices Of Oil Continuing To Go UP?

Posted April 28, 2008 · 1 Comment
Why is the price of oil continuing to go up? There are a number of reasons for high oil prices. The most important is “SUPPLY AND DEMAND” created by the growing consumption of newly developed countries in Asia and Latin America, like China, India, Mexico and Brazil. China is now the second largest car market in the world. Another reason is that oil is priced in “DOLLARS PER BARREL” and when the dollar drops in value, the price of oil automatically goes up, because it takes more dollars to buy the same barrel of oil. 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

The Market Is In Turmoil- Is This Different From A Normal Pull Back?

Posted August 23, 2007 · 0 Comments
Given the recent market turmoil, is this just a typical summer pull back or has there been a fundamental change in the economy? After several days of gains earlier this week, the large swings in the market have begun to settle down as I predicted last week. However….Expect the volatility to return periodically! The markets will not fully understand the banks exposure to the sub-prime lending crisis until the release of third quarter reports by the hedge funds. Once the markets have adjusted to those reports, the markets are likely to rebound and I believe we may see record highs for the DOW and S&P 500 INDEX by the end of the year. THIS WAS A SHORT-TERM MARKET PULL-BACK CAUSED BY HEDGE FUNDS 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

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

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

Protecting The Buying Power Of Your Portfolio In The New Investment Environment

Posted December 10, 2010 · 4 Comments
This Global Outlook newsletter may be the most important one I have ever written. We are making an historic shift into a new investment environment over the next five years and every investor needs to prepare for these changes. read more

Stock Market Update: The Summer Doldrums

Posted June 2, 2011 · 83 Comments
One of the characteristics of the “summer doldrums” is that the stock market tends to go up and down during this period in a side-ways pattern. That is what we are seeing right now. 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

Long-term Investment Trends: Higher Inflation – Higher Food Prices

Posted April 26, 2011 · 13 Comments
For thirty years, food has been decreasing as a percentage of family expenditures. Unfortunately, that trend is over. read more

Long Term Investment Trend: The Declining U.s. Dollar--How Will It Impact My Investment Portfolio?

Posted April 7, 2011 · 21 Comments
I believe the single greatest threat to investors over the next five to ten years is the “loss of buying power or loss of purchasing power” from inflation, which is another way of saying the U.S. dollar, is losing value. 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

Is the Summer Stock Market Correction Over?

Posted July 6, 2011 · 16 Comments
Since the stock market started to decline in late April, I have been telling readers of this Foxhall Global Outlook that we were experiencing a normal and healthy stock market correction—and that is what it has turned out to be. read more

The Global Banking System Dodged a Bullet Last Week—but There May Be More Bullets to Come!

Posted July 4, 2012 · 0 Comments
Last week, European leaders didn’t solve their banking or debt crisis, but they did do just enough to “kick the problem down the road” for a few months. Given their political dysfunction, even this minimal response was greeted by stock markets around the world as a positive sign and the markets rallied nearly 3% last Friday. 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


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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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