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Tumultuous Times
An analysis of the last fourth turning and what that may imply for assets today.
May 13
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Grayson Hoteling
4
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Oh Kay
Corporate America has never been more profitable, but the math behind those profits reveals something the market isn't pricing.
May 6
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Grayson Hoteling
7
1
Model Portfolio: April 2026
Speculation returns to the market as we book profits in some positions.
Apr 29
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Grayson Hoteling
4
1
No Bailout For You
In 2000 and 2008, institutions got rescued and individuals suffered. Now, equity exposure and retirement fragility are higher than ever before.
Apr 22
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Grayson Hoteling
3
2
Precipice
The economy is not in recession, but leading indicators warrant caution.
Apr 15
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Grayson Hoteling
5
2
2
Winter Is Coming
Timing is everything when it comes to the best performing asset of the past decade.
Apr 8
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Grayson Hoteling
6
2
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
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Grayson Hoteling
7
2
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Model Portfolio: March 2026
Site update and a new entrant to the portfolio!
Mar 25
•
Grayson Hoteling
5
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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