The Gray Area

The Gray Area

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Pest Control
How a little auto parts dealer highlights the systemic risk of a rapidly growing market.
Oct 29 • 
Grayson Hoteling
5
Model Portfolio: Update #1
October 2025
Oct 22 • 
Grayson Hoteling
3
Keep It Real
Are your precious stock market returns real?
Oct 15 • 
Grayson Hoteling
5
2
Off Track
Data center buildout is no different than railroads and routers.
Oct 8 • 
Grayson Hoteling
4
1
What's Up With: Nuclear
The future of nuclear in the US.
Oct 1 • 
Grayson Hoteling
3
Twin Chains
The creature and the shackles: America’s worst year in history.
Sep 24 • 
Grayson Hoteling
1
What's Up With: Natural Gas
The future of natural gas in the US.
Sep 17 • 
Grayson Hoteling
7
Eggcelent Returns
S&P 7, nothing else matters.
Sep 10 • 
Grayson Hoteling
4
4
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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The Gray Area

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