HFI Research

HFI Research

Home
Notes
Chat
WCTW
Public
Oil
Natural Gas
Ideas
EIA
Memo
Trades
About
Top posts

Recent posts

View all
(WCTW) The Oil Market Breaking Point Is Here
This article is public.
 • HFI Research
(WCTW) The Oil Market Breaking Point And How It Unfolds
This article is public.
 • HFI Research
(WCTW) The Oil Market Breaking Point
Looking at the various scenarios for oil prices using the latest data.
 • HFI Research
(WCTW) It's All Or Nothing For The Oil Market
My variant perception of the oil market today can be best described by the following:
 • HFI Research
(Public) We Are Going Full Speed Into The Wall
The most visible oil inventory will reach tank bottoms.
 • HFI Research
(WCTW) What Is The Oil Math If The Strait Of Hormuz Is Open Today?
Focus on what’s important.
 • HFI Research
(Public) Death By A Thousand Headlines
Jawbone headlines are delaying the inevitable in the oil market: demand destruction.
 • HFI Research
Recommendations
View all 9
Open Insights
Open Insights
Open Insights
PauloMacro’s Substack
PauloMacro’s Substack
PauloMacro
High Yield Landlord
High Yield Landlord
Jussi Askola, CFA
TSCS
TSCS
Strategist
Jon Costello (Ideas From HFI Research)
Jon Costello (Ideas From HFI Research)
HFI Research
HFI Research
HFI Research
Contrarian Investment Research - Energy (Oil & Natural Gas)
Please be sure to subscribe to receive our public posts!
© 2026 HFI Research · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture