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Thin Ice
Momentum and breath give key insights into an extremely concentrated stock market.
21 hrs ago
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Grayson Hoteling
1
1
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
2
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
April 2026
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
5
March 2026
Model Portfolio: March 2026
Site update and a new entrant to the portfolio!
Mar 25
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Grayson Hoteling
5
1
What's Up With: Next-Gen Technolgy
The future of energy might be bright, but it is definitely hot.
Mar 18
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Grayson Hoteling
3
2
2
Fields of Neglect
A confluence of factors could spell reversal in this unloved sector.
Mar 11
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Grayson Hoteling
3
1
5
No Distress
How to use junk bond credit spreads as a market timing strategy.
Mar 4
•
Grayson Hoteling
4
1
1
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