Paul Dietrich's Global Investing Trends Report
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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

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

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

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

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

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

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

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

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

Trend Following Is The Secret To Successful Investing

Posted September 24, 2009 · 1 Comment
My clients are very grateful that Foxhall Capital protected them from most of the stock market declines over the past year and a half. I know Foxhall went from its defensive investment strategy of largely treasury bonds back into the stock market and its offensive investment strategy on July 24th, but you missed a lot of the stock market run-up from March through July by staying in bonds. How do I explain this to my clients? read more

How Does Foxhall Determine We Are Entering Into A Bear Market?

Posted November 20, 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

What is the Status of This Summer’s Stock Market Correction?

Posted June 15, 2011 · 8 Comments
Investors have always had very short memories. They forget that the Dow Jones Industrials plunged 13.6% last year in the spring, but the Dow is currently only down a little over 6% below its April 29th peak. At FOXHALL we are trend followers and as trend followers we also track shorter cycles within the overall stock market. 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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