The Gray Area

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 • Grayson Hoteling

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March 2026

Model Portfolio: March 2026

Site update and a new entrant to the portfolio!

Mar 25 • Grayson Hoteling

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What's Up With: Next-Gen Technolgy

The future of energy might be bright, but it is definitely hot.

Mar 18 • Grayson Hoteling

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Fields of Neglect

A confluence of factors could spell reversal in this unloved sector.

Mar 11 • Grayson Hoteling

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No Distress

How to use junk bond credit spreads as a market timing strategy.

Mar 4 • Grayson Hoteling

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February 2026

Model Portfolio: February 2026

Risk management reduces volatility as new additions drive returns.

Feb 25 • Grayson Hoteling

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U Say Something?

The other yellow rock may have a bright future.

Feb 19 • Grayson Hoteling

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Not So Bright Pt. 2

The sun does what? Another unloved sector is poised for disruption.

Feb 11 • Grayson Hoteling

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No Love

Oil and natural gas are set up for an exciting future.

Feb 4 • Grayson Hoteling

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January 2026

Model Portfolio: January 2026

Uranium rocks and a new entrant.

Jan 28 • Grayson Hoteling

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The Great Transfer

Kids may inherit the house, but not the wealth.

Jan 21 • Grayson Hoteling

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4 Years Of The Gray Area

Highlights from 2025

Jan 14 • Grayson Hoteling

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