The Gray Area

What's Up With: Coal

Are coal's days numbered?

Nov 5 • 

Grayson Hoteling

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October 2025

Pest Control

How a little auto parts dealer highlights the systemic risk of a rapidly growing market.

Oct 29 • 

Grayson Hoteling

5

Model Portfolio: Update #1

October 2025

Oct 22 • 

Grayson Hoteling

3

Keep It Real

Are your precious stock market returns real?

Oct 15 • 

Grayson Hoteling

5

2

Off Track

Data center buildout is no different than railroads and routers.

Oct 8 • 

Grayson Hoteling

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What's Up With: Nuclear

The future of nuclear in the US.

Oct 1 • 

Grayson Hoteling

3

September 2025

Twin Chains

The creature and the shackles: America’s worst year in history.

Sep 24 • 

Grayson Hoteling

1

What's Up With: Natural Gas

The future of natural gas in the US.

Sep 17 • 

Grayson Hoteling

7

Eggcelent Returns

S&P 7, nothing else matters.

Sep 10 • 

Grayson Hoteling

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Made In America

Why the Rust Belt rusted.

Sep 3 • 

Grayson Hoteling

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2

August 2025

What's Up With: Oil

The future of oil in the US.

Aug 27 • 

Grayson Hoteling

4

O Capitalism, Where Art Thou?

Nvidia can sell chips in China again, yay to free trade?

Aug 20 • 

Grayson Hoteling

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