What is The Gray Area?
The purpose of The Gray Area is to navigate and research the complexity of the many economic and energy issues the world faces and synthesize it into a model portfolio that beats the market and reduces risk.
Nothing is truly black or white. Here you will find an honest discussion, try to parse root causes and outcomes, and discuss what may be overlooked by most people.
Let’s dig into the weeds, challenge narratives, and discover what’s really going on in the gray areas.
Value Added
I release one article each week:
The first three are free themed research pieces. For example:
Follow The Money - Chinese Technology Stocks
No Love - Oil and Gas
The final article each month is my model portfolio for paid subscribers (attractively priced). It is a retirement style portfolio updated once per month (not risky or super active day/swing trades).
I cover my allocation to beat the market, design, weightings, risk management, and tie all of the research throughout the weeks into an actionable plan.
I have academic expertise in chemistry and materials science, as well as industry expertise in battery, solar, and electronics industries. Much of my work with The Gray Area includes extensive research into economic theory, finance, history, and political events.
Testimonials
"Your writing is really interesting, intelligent and inspiring! Keep up the great work you are doing!" - Paid Subscriber
"Very interesting topics and analysis."
Socials
If you want to reach me or have feedback, message me on socials, email, or leave a comment on my articles.
Notes (most active) - The Gray Area
Twitter/X - @graysonhoteling
Email - thegrayarea55@gmail.com
Archive - https://www.thegrayareasubstack.com/archive
Disclaimer
My writing is for educational/entertainment purposes and should not be taken as official investment advice or other advice. My views are entirely my own and do not represent my employer in any capacity.

