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Thin Ice
Momentum and breath give key insights into an extremely concentrated stock market.
22 hrs ago
•
Grayson Hoteling
1
1
Tumultuous Times
An analysis of the last fourth turning and what that may imply for assets today.
May 13
•
Grayson Hoteling
4
2
Oh Kay
Corporate America has never been more profitable, but the math behind those profits reveals something the market isn't pricing.
May 6
•
Grayson Hoteling
7
1
No Bailout For You
In 2000 and 2008, institutions got rescued and individuals suffered. Now, equity exposure and retirement fragility are higher than ever before.
Apr 22
•
Grayson Hoteling
3
2
Precipice
The economy is not in recession, but leading indicators warrant caution.
Apr 15
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Grayson Hoteling
5
2
2
Winter Is Coming
Timing is everything when it comes to the best performing asset of the past decade.
Apr 8
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Grayson Hoteling
6
2
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
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Grayson Hoteling
7
2
5
Fields of Neglect
A confluence of factors could spell reversal in this unloved sector.
Mar 11
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Grayson Hoteling
3
1
5
No Distress
How to use junk bond credit spreads as a market timing strategy.
Mar 4
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Grayson Hoteling
4
1
1
U Say Something?
The other yellow rock may have a bright future.
Feb 19
•
Grayson Hoteling
3
3
1
Not So Bright Pt. 2
The sun does what? Another unloved sector is poised for disruption.
Feb 11
•
Grayson Hoteling
6
1
No Love
Oil and natural gas are set up for an exciting future.
Feb 4
•
Grayson Hoteling
4
1
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