Archive - The Gray Area

Are midterm election years actually bad for the market, and is 2026 in trouble?

4 hrs ago • 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

July 2026

Tumultuous Times Pt. 2

An analysis of the penultimate fourth turning and what that may imply for assets today.

Jul 29 • Grayson Hoteling

The trustworthy alternative when stocks don't work anymore.

Jul 22 • Grayson Hoteling

The Civil War was not the turning point people think it is.

Jul 15 • Grayson Hoteling

Paper profits, deferred taxes, and the earnings bubble hiding inside the AI mania.

Jul 8 • Grayson Hoteling

The least sexy trade of 2026 might also be the most obvious one.

Jul 1 • Grayson Hoteling

June 2026

Model Portfolio: June 2026

Corrections in stocks and metals warrant some risk management.

Jun 24 • Grayson Hoteling

Fields of Neglect Pt. 2

Right now is typically the best investment opportunity for this unloved sector.

Jun 17 • Grayson Hoteling

Not So Bright Pt. 3

More evidence of the sun's impact on GDP and stock prices.

Jun 10 • Grayson Hoteling

Bonds can protect you from recessions AND inflation?

Jun 3 • Grayson Hoteling

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