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

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

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

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 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

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 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

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

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

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

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

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

Foxhall Trend Recognition Technology

Posted May 22, 2009 · 0 Comments
The proprietary Foxhall Trend Recognition Technology© has two very different, but complimentary investment trend recognition strategies that we use to exit the stock market when it is entering a long-term bear market/recession and another methodology to identify new long-term bull markets after a severe 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

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

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

How Will What is Happening in Libya, Affect Oil and Gasoline Prices Here in the U.S.? Are Gas Prices Going to Continue to Go Up?

Posted March 29, 2011 · 1 Comment
Gasoline prices have been steadily moving up for several months, and a majority of Americans are feeling the pain at the pump. The big question is, what is really driving gas prices up? 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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