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

What Will the U.S. Economy Look Like During the Next Bull Market?

Posted November 2, 2009 · 16 Comments
You said in your last Foxhall Global Outlook that this economic recovery would be different than previous bull markets. Why is that and which investments will do well and which investments should we avoid? As I have said before, this is going to be a unique and uneven recovery. Last week we saw days when the stock market went up in triple digits and then the next day dropped in triple digits. This is not uncommon during the transition from a recession to a new long-term bull market. read more

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

Will Gas And Oil Prices Keep Rising?

Posted December 31, 2007 · 0 Comments
My clients keep asking me if oil and gasoline prices are going to continue to rise. Will they ever go back down? In the long run, oil and gas prices will continue to go up and Americans must prepare themselves to spend a higher percentage of their household budgets in the future on gasoline, heating oil and food (more about food in another issue of this newsletter). Oil and gas prices are being driven by two LONG-TERM INVESTING TRENDS. read more

Anything Is Possible

Posted November 16, 2009 · 1 Comment
A number of commentators on television keep saying the economy may go up for a while but then could slip into a new recession early next year. Do you think that is possible? Anything is possible, but it would be historically contrary to almost every recovery since 1950. read more

When Will The Recession End?

Posted April 30, 2009 · 0 Comments
The stock market has rallied over the past 5 weeks. Is this the beginning of the new bull market or is this a bear market rally that will be followed by new stock market lows? When do you think this bear market recession will end? Economists often say that the stock market always starts to go up before the “real economy” recovers and often goes up before a recession ends. That is only partially true. 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 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

How Does Foxhall Consider Investments?

Posted April 22, 2008 · 0 Comments
One of the ways we consider investments at FOXHALL CAPITAL is by trying to find and invest in long-term trends in the global marketplace. I often call these long-term trends, GLOBAL SUPERCYCLES. Recently, at the WORLD ECONOMIC FORUM in Davos, Switzerland, Herb Meyer gave an important lecture to a very select group of invited global CEOs of major international corporations on some of the KEY GLOBAL TRENDS, unfortunately not often covered in the mainstream media. 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

Why Is Global Investing Important?

Posted May 5, 2008 · 0 Comments
One of my clients asked me why global investing was important. Are there any studies that definitively explain the importance of global diversification in a client’s investment portfolio? YES—GLOBAL DIVERSIFICATION IS A MUST! After your grandmother told you as a child to always “buy low and sell high,” she also probably reminded you “not to put all of your eggs in one basket”—at least that’s what my grandmother used to tell me! That is the underlying timeless wisdom of global diversification. read more

Is South Korea Rising?

Posted January 29, 2008 · 0 Comments
While the rise of China makes all the news, investors sometimes forget how crucially important South Korea is in Asia’s stunning economic development. During my recent trip to Seoul, South Korea, I visited with a number of that country’s top economists and stock market analysts. Over and over again, I heard that investors throughout the world do not understand just how important South Korea is to Asia’s economic growth. 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

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

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

Will The Presidential Election Affect The Economy?

Posted November 7, 2008 · 0 Comments
We are now living through the most serious economic crisis since the Great Depression. Warren Buffett has called this crisis the economic equivalent to Pearl Harbor. The economy clearly affected the presidential race. But how will the election results affect the stock market? It is true that past performance is no indication of future performance, but it’s hard to resist looking back at how the markets have responded to presidential politics. 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

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

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

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

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

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

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


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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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