The Gray Area

The Gray Area

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Oh Barnacles!
The least sexy trade of 2026 might also be the most obvious one.
Jul 1 • Grayson Hoteling
Model Portfolio: June 2026
Corrections in stocks and metals warrant some risk management.
Jun 24 • Grayson Hoteling
Fields of Neglect Pt. 2
Right now is typically the best investment opportunity for this unloved sector.
Jun 17 • Grayson Hoteling
Not So Bright Pt. 3
More evidence of the sun's impact on GDP and stock prices.
Jun 10 • Grayson Hoteling
Leave a TIP
Bonds can protect you from recessions AND inflation?
Jun 3 • Grayson Hoteling
Model Portfolio: May 2026
Market speculation continues, new entrants to the portfolio.
May 27 • Grayson Hoteling
Thin Ice
Momentum and breath give key insights into an extremely concentrated stock market.
May 20 • Grayson Hoteling
Tumultuous Times
An analysis of the last fourth turning and what that may imply for assets today.
May 13 • 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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