The Gray Area
Subscribe
Sign in
Home
Notes
Energy
Economy
Perspective
Portfolio
Archive
About
Pesky Midterms
Are midterm election years actually bad for the market, and is 2026 in trouble?
12 hrs ago
•
Grayson Hoteling
6
4
Latest
Top
Discussions
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
5
2
3
Model Portfolio: July 2026
Market comes roaring back, questions about bonds.
Aug 5
•
Grayson Hoteling
4
2
Tumultuous Times Pt. 2
An analysis of the penultimate fourth turning and what that may imply for assets today.
Jul 29
•
Grayson Hoteling
3
2
5
Time To Dig In
The trustworthy alternative when stocks don't work anymore.
Jul 22
•
Grayson Hoteling
4
5
The Civil War
The Civil War was not the turning point people think it is.
Jul 15
•
Grayson Hoteling
3
2
Written Off
Paper profits, deferred taxes, and the earnings bubble hiding inside the AI mania.
Jul 8
•
Grayson Hoteling
5
Oh Barnacles!
The least sexy trade of 2026 might also be the most obvious one.
Jul 1
•
Grayson Hoteling
3
2
See all
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.
Subscribe
Recommendations
View all 6
Intercalation Station
Intercalation Station
Yes, I give a fig... thoughts on markets from Michael Green
Michael W. Green
The Green Solutions
Dr. Parva Chhantyal
Doomberg
Doomberg
Horizon
Horizon
The Gray Area
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
