The Gray Area

The Gray Area

Home
Notes
Energy
Economy
Perspective
Portfolio
Archive
About

Portfolio

Model Portfolio: January 2026
Uranium rocks and a new entrant.
Jan 28 • Grayson Hoteling
Model Portfolio: December 2025
Metals go crazy and some rebalancing.
Dec 31, 2025 • Grayson Hoteling
Model Portfolio: Update #2
November 2025
Nov 26, 2025 • Grayson Hoteling
Model Portfolio: Update #1
October 2025
Oct 22, 2025 • Grayson Hoteling
Model Portfolio Launch
New model portfolio!
Jul 9, 2025 • Grayson Hoteling
© 2026 Grayson Hoteling · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture