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(Important) What Is The Endgame For The Oil Market?
JPM’s latest oil report is going viral on X today following a post by my friend, Eric Nuttall.
Sep 18
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Top posts
(WCTW) The Oil Market Breaking Point Is Here
Apr 20
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261
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31
(Public) We Are Going Full Speed Into The Wall
May 29
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HFI Research
267
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(WCTW) The Oil Market Has Reached The Point Of No Return
May 18
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95
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(WCTW) Gaslighting The Oil Market
Jun 11
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98
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Oil Math Update - The Heavyweights Are In Agreement
Apr 22
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Recent posts
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(MEMO) Memo - Insane Asylum
The Strait of Hormuz is not back to normal, so why is everyone assuming the oil market is going back to the way it was?
Jul 10
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How High Can Oil Prices Go?
At HFIR, our approach is to develop a thesis, test it, set post-mortem signals, and then pivot if needed.
Oct 15
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(Public) Memo - I Just Don't See How This Ends Well At All
This article is public.
Oct 14
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HFI Research
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Here's My Game Plan For The Oil Trade (October 12)
Please see the chronological order of the oil trade game plan write-ups:
Oct 12
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HFI Research
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(Public) Peak Hormuz
Ship-to-ship transfer is maxed out. The oil shuttle flow volume is going lower.
Oct 12
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HFI Research
59
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(Public) Brent Crude Oil Positioning Leaves Me With More Questions Than Answers
I have more questions than answers.
Oct 12
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HFI Research
57
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Too Much Gas
2027 natural gas balance looks weak, but I believe it is only a temporary glut.
Oct 9
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