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(Public) Memo - Max Bearish
By: Wilson
Jun 7
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HFI Research
126
6
17
The Oil Market Has Never Been This Mispriced
There’s a funny distinction amongst oil specialists.
Jun 5
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HFI Research
66
9
2
(Idea) A Record-High Stock Market Is Heading Into An Oil Supply Shock
By: Jon Costello
Jun 4
•
HFI Research
48
1
(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:
Jun 3
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HFI Research
62
8
5
May 2026
(Public) We Are Going Full Speed Into The Wall
The most visible oil inventory will reach tank bottoms.
May 29
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HFI Research
258
9
50
(WCTW) What Is The Oil Math If The Strait Of Hormuz Is Open Today?
Focus on what’s important.
May 26
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HFI Research
72
2
8
(Public) Death By A Thousand Headlines
Jawbone headlines are delaying the inevitable in the oil market: demand destruction.
May 22
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HFI Research
149
13
Oil Storage Math - There's No Hiding Now
Looking at the data, it is clear to me that oil inventories have nowhere to hide now.
May 21
•
HFI Research
69
9
5
Explaining The Long Oil Trade
This is public.
May 20
•
HFI Research
108
9
8
An Update On Natural Gas
The dreaded shoulder season is coming to an end for natural gas.
May 20
•
HFI Research
25
2
(WCTW) The Oil Market Has Reached The Point Of No Return
Please read the following articles on the oil market breaking point:
May 18
•
HFI Research
95
2
9
What's The Endgame Here? How Will The US/Iran Conflict Get Resolved?
In the past month, I’ve spent more time than I like on geopolitics.
May 14
•
HFI Research
57
1
4
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