The Gray Area

The Gray Area

Home
Notes
Energy
Economy
Perspective
Portfolio
Archive
About
What's Up With: Batteries
The future of batteries in the US.
Dec 17 • Grayson Hoteling
The Company You Keep
State involvement in companies has taken the next step.
Dec 10 • Grayson Hoteling
Are You Poor?
The real poverty line and what it means.
Dec 3 • Grayson Hoteling

November 2025

Model Portfolio: Update #2
November 2025
Nov 26 • Grayson Hoteling
Slow Motion Trainwreck
The precarious state of the US labor market.
Nov 19 • Grayson Hoteling
Lagging Behind
Who's really in charge of interest rates?
Nov 13 • Grayson Hoteling
What's Up With: Coal
Are coal's days numbered?
Nov 5 • Grayson Hoteling

October 2025

Pest Control
How a little auto parts dealer highlights the systemic risk of a rapidly growing market.
Oct 29 • Grayson Hoteling
Model Portfolio: Update #1
October 2025
Oct 22 • Grayson Hoteling
Keep It Real
Are your precious stock market returns real?
Oct 15 • Grayson Hoteling
Off Track
Data center buildout is no different than railroads and routers.
Oct 8 • Grayson Hoteling
What's Up With: Nuclear
The future of nuclear in the US.
Oct 1 • Grayson Hoteling
© 2025 Grayson Hoteling · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture