The Gray Area

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Model Portfolio: August 2026
Inflationary impulses and sideways stocks.
Sep 2 • Grayson Hoteling
Whack-A-Mole
Disentangling the data center fearmongering.
Aug 26 • Grayson Hoteling
Pesky Midterms
Are midterm election years actually bad for the market, and is 2026 in trouble?
Aug 19 • Grayson Hoteling
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
Model Portfolio: July 2026
Market comes roaring back, questions about bonds.
Aug 5 • Grayson Hoteling
Tumultuous Times Pt. 2
An analysis of the penultimate fourth turning and what that may imply for assets today.
Jul 29 • Grayson Hoteling
Time To Dig In
The trustworthy alternative when stocks don't work anymore.
Jul 22 • Grayson Hoteling
The Civil War
The Civil War was not the turning point people think it is.
Jul 15 • 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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