Paul Dietrich's Global Investing Trends Report
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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

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

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

When Will Oil Prices Stop Going Up?

Posted May 16, 2008 · 0 Comments
My clients keep asking me when oil prices will stop going up. What do I tell them? OIL PRICES WILL KEEP GOING UP! As I have mentioned before in the FOXHALL GLOBAL OUTLOOK there are many factors causing oil to go up. First is supply and demand. While we Americans continue to complain about prices, we still consumed more gasoline last year than we did the previous year. China and India are now the second and third largest auto markets in the world and they are consuming record amounts of new gasoline. read more

These Are Very Scary Times For Many Investors

Posted August 8, 2008 · 20 Comments
I have a number of clients who are very much afraid of the stock market and are looking for something that is (1) safe, (2) will protect their principal and (3) will not have the up and down price swings of the current stock market. They are looking for an investment strategy with very little risk and VERY LITTLE VOLATILITY. Does FOXHALL CAPITAL have a strategy that meets those requirements? These are very scary times for many investors—especially older investors. General Motors just announced that they were suspending their dividend for the first time since 1922. 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

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

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

Is Foxhall Ready For The Chinese Market Correction?

Posted June 6, 2007 · 52 Comments
At Foxhall Capital, we never try to anticipate when something will happen in a stock market, we simply follow the market in the direction it is already going and when there is a major correction we will take defensive actions to manage risk in our client’s portfolios. We continue to watch the Chinese markets carefully. 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

It Has Been a Tough Year! Where Do We Go From Here?

Posted December 28, 2011 · 0 Comments
As we near the end of this year, it is a time for reflection. What did we do right and what did we do wrong over the past year? read more

The Stock Market Outlook: Short-term Caution, Long-term Bullish!

Posted May 30, 2012 · 0 Comments
Over the past few weeks we have begun to see the same ups and downs in the stock market that reminded us of the unsettling volatility of last year. read more

Stock Market Update—Foxhall Stays Cautious & Defensive!

Posted June 12, 2012 · 0 Comments
After the elections in Greece next week, stock markets will be on another financial crisis deathwatch, as speculation will grow as to when Greece will default on its remaining debt and leave the euro-zone. read more

The Stock Market is Still a Concern—Foxhall Stays Defensive!

Posted June 25, 2012 · 0 Comments
As of last Friday evening, our FOXHALL DEFENSIVE TECHNICAL SIGNALS are still NOT telling us we are entering into a long-term bear market, but, the stock market is still flashing a “YELLOW CAUTION SIGNAL.” 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

The Stock Markets Are Back on Defense!

Posted July 16, 2012 · 0 Comments
As of last Friday evening, our FOXHALL DEFENSIVE TECHNICAL SIGNAL had moved BELOW the yellow 65% SIGNAL CAUTION LINE (see chart below) and is now SIGNALING THAT WE HAVE “JUST BARELY” MOVED BACK INTO A BEAR MARKET. 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

Stock Market Update—Foxhall Adds to Cash!

Posted June 5, 2012 · 0 Comments
Our FOXHALL DEFENSIVE TECHNICAL SIGNALS are still NOT telling us we are entering into a long-term bear market, but, we are coming very close to receiving a long-term bear market exit signal. 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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