The Gray Area

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