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Follow The Money
China is on the opposite side of the liquidity cycle. Here's what that means for gold and Chinese tech.
Apr 1
•
Grayson Hoteling
6
2
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Model Portfolio: March 2026
Site update and a new entrant to the portfolio!
Mar 25
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Grayson Hoteling
4
1
What's Up With: Next-Gen Technolgy
The future of energy might be bright, but it is definitely hot.
Mar 18
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Grayson Hoteling
3
2
2
Fields of Neglect
A confluence of factors could spell reversal in this unloved sector.
Mar 11
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Grayson Hoteling
3
1
5
No Distress
How to use junk bond credit spreads as a market timing strategy.
Mar 4
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Grayson Hoteling
4
1
1
Model Portfolio: February 2026
Risk management reduces volatility as new additions drive returns.
Feb 25
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Grayson Hoteling
3
1
U Say Something?
The other yellow rock may have a bright future.
Feb 19
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Grayson Hoteling
3
3
1
Not So Bright Pt. 2
The sun does what? Another unloved sector is poised for disruption.
Feb 11
•
Grayson Hoteling
6
1
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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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