Economy

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

5 hrs ago • 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

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

Paper profits, deferred taxes, and the earnings bubble hiding inside the AI mania.

Jul 8 • Grayson Hoteling

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

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