The Gray Area

The Gray Area

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Affordable Housing
Housing is in a confusing place right now, made worse by the home price to gold ratio.
Sep 30 • Grayson Hoteling
Gone Pear Shaped
The technology worked; the investment didn’t.
Sep 23 • Grayson Hoteling
Tethered To What
A critical view on the digitization of money.
Sep 16 • Grayson Hoteling
The Name’s Bond
Bonds are giving important clues about the markets for those paying attention.
Sep 9 • Grayson Hoteling
Model Portfolio: August 2026
Inflationary impulses and sideways stocks.
Sep 2 • Grayson Hoteling
Whack-A-Mole
Disentangling the data center fearmongering.
Aug 26 • Grayson Hoteling
Pesky Midterms
Are midterm election years actually bad for the market, and is 2026 in trouble?
Aug 19 • Grayson Hoteling
The Strongest El Niño Ever
Studying the record 1877 El Niño gives clues into whether next year will be mild or a global calamity.
Aug 12 • Grayson Hoteling
The Gray Area
The Gray Area
Energy and economics. True problems and solutions are often found in the murky gray areas where most people don’t want to go.
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