Archive - The Gray Area

Affordable Housing

Housing is in a confusing place right now, made worse by the home price to gold ratio.

Sep 30 • Grayson Hoteling

Gone Pear Shaped

The technology worked; the investment didn’t.

Sep 23 • Grayson Hoteling

Tethered To What

A critical view on the digitization of money.

Sep 16 • Grayson Hoteling

The Name’s Bond

Bonds are giving important clues about the markets for those paying attention.

Sep 9 • Grayson Hoteling

Model Portfolio: August 2026

Inflationary impulses and sideways stocks.

Sep 2 • Grayson Hoteling

August 2026

Disentangling the data center fearmongering.

Aug 26 • Grayson Hoteling

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

Aug 19 • 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

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