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Affordable Housing
Housing is in a confusing place right now, made worse by the home price to gold ratio.
Sep 30
•
Grayson Hoteling
4
3
Gone Pear Shaped
The technology worked; the investment didn’t.
Sep 23
•
Grayson Hoteling
3
4
Tethered To What
A critical view on the digitization of money.
Sep 16
•
Grayson Hoteling
4
5
The Name’s Bond
Bonds are giving important clues about the markets for those paying attention.
Sep 9
•
Grayson Hoteling
6
1
6
Pesky Midterms
Are midterm election years actually bad for the market, and is 2026 in trouble?
Aug 19
•
Grayson Hoteling
7
4
1
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
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Grayson Hoteling
5
2
3
Tumultuous Times Pt. 2
An analysis of the penultimate fourth turning and what that may imply for assets today.
Jul 29
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Grayson Hoteling
3
2
5
Time To Dig In
The trustworthy alternative when stocks don't work anymore.
Jul 22
•
Grayson Hoteling
4
5
The Civil War
The Civil War was not the turning point people think it is.
Jul 15
•
Grayson Hoteling
3
2
Written Off
Paper profits, deferred taxes, and the earnings bubble hiding inside the AI mania.
Jul 8
•
Grayson Hoteling
5
Oh Barnacles!
The least sexy trade of 2026 might also be the most obvious one.
Jul 1
•
Grayson Hoteling
3
2
Fields of Neglect Pt. 2
Right now is typically the best investment opportunity for this unloved sector.
Jun 17
•
Grayson Hoteling
2
2
2
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