Paul Dietrich's Global Investing Trends Report
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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

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

How Is Foxhall Managing Clients Accounts?

Posted November 13, 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

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

Will The Loan Crisis Have A Negative Impact On The Economy?

Posted August 8, 2007 · 0 Comments
I keep reading that the sub-prime mortgage loan crisis will negatively impact the economy and eventually the U.S. stock market. Is that true? The answer is no! As I have been saying for weeks this is a typical “summer correction” similar to other corrections we have had in each of the past four years during the summer and early fall. I do expect to see continued volatility in the stock markets through October, but after that I expect the market to reach new highs. read more

The Economy Is Doing Well

Posted June 12, 2007 · 0 Comments
Although it has taken over seven years, the S&P 500 INDEX recently broke through and surpassed its high from the year 2000. However, U.S. stocks took a beating this past week, because-well,-THE ECONOMY IS DOING TOO WELL. Why would there be a sell-off in the stock market if the economy is doing well? I know that doesn’t make any sense to most investors, but this is the reasoning. Most economists and Wall Street insiders thought that slowing corporate earnings, the sub-prime mortgage debt crisis, and slowing real estate and new housing markets would force the Federal Reserve to lower interest rates. And lower interest rates are usually good for the stock market. 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

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

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

Has the Stock Market Hit Bottom Yet? How Long Will It Take to See a Sustained Uptrend in the Stock Market?

Posted September 19, 2011 · 0 Comments
I believe we did hit a bottom several weeks ago, but I also believe we will experience another six to eight weeks of stock market uncertainty until we start seeing a sustained upward swing in the market hopefully in November and December. read more

Five Big Risks Hang over the Economy in 2012

Posted January 3, 2012 · 1 Comment
WE ALL HOPE 2012 WILL BE A BETTER AND EASIER YEAR FOR INVESTORS! Unfortunately, many of the same risks that plagued us in 2011 will be with us, at least for the first six months of the new year. read more

The First Six Months Of 2013

Posted July 18, 2013 · 0 Comments
Over the past six months, we have seen the U.S. stock market climb to new highs and excellent per­formance. At the same time, Asian and emerging markets, gold and global commodities have severely underperformed. read more

What Keeps The Market Going Up?

Posted July 17, 2007 · 0 Comments
For months, the business press has been saying the stock market was heading into a bear market. But during the past few trading sessions both the S&P 500 Index and the Dow Index have logged historic record highs. Why is the market going up? THE ECONOMY IS DOING WELL. As I have repeatedly talked about in my weekly newsletters, in the short run, the stock market can often be out of sync with the economy, but in the long run, the stock market always follows the broad economy. This is what determines long-term stock market trends. In the long run, if the economy is basically doing well, the stock market goes up. If the economy is substantially slowing and going into a recession, the stock market will go down following the long-term trend in the economy. That is really all one has to know in order to do well in investing. 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

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

Where Does The Stock Market Go From Here?

Posted August 9, 2011 · 0 Comments
While the S&P 500 has loss a little over 16% since July 22, 2011, this is still technically a correction. We have to remember that a year ago the stock market dropped over 13.5% in March of 2010 and within a few months recovered and went on to new highs. 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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