Economy

The least sexy trade of 2026 might also be the most obvious one.

Jul 1 • Grayson Hoteling

Fields of Neglect Pt. 2

Right now is typically the best investment opportunity for this unloved sector.

Jun 17 • Grayson Hoteling

Not So Bright Pt. 3

More evidence of the sun's impact on GDP and stock prices.

Jun 10 • Grayson Hoteling

Bonds can protect you from recessions AND inflation?

Jun 3 • Grayson Hoteling

Momentum and breath give key insights into an extremely concentrated stock market.

May 20 • Grayson Hoteling

Tumultuous Times

An analysis of the last fourth turning and what that may imply for assets today.

May 13 • Grayson Hoteling

Corporate America has never been more profitable, but the math behind those profits reveals something the market isn't pricing.

May 6 • Grayson Hoteling

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

The economy is not in recession, but leading indicators warrant caution.

Apr 15 • Grayson Hoteling

Winter Is Coming

Timing is everything when it comes to the best performing asset of the past decade.

Apr 8 • Grayson Hoteling

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

Fields of Neglect

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

Mar 11 • Grayson Hoteling

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