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Here's My Game Plan For The Oil Trade (October 27)
Please see the previous game plan articles:
4 hrs ago
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HFI Research
30
Where Is The Bottom For Natural Gas?
Natural gas prices have been obliterated over the past week, as early November forecasts point to one of the warmest starts on record.
Oct 26
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HFI Research
28
3
(Important) First Principles: It Was Always Crude Oil
I think the market had its fun now.
Oct 23
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HFI Research
49
1
1
Memo - Let The Bloodbath Begin
Free subscribers can use the 1-time unlock feature to read it.
Oct 22
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HFI Research
63
3
7
The Oil Math Is Coming Home To Roost
Things are heating up.
Oct 22
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HFI Research
50
1
5
(Idea) We Are Going To Add This Energy Stock To The HFI Portfolio
For those of you who have followed our investment process closely over the past few years, you will have noticed that we don’t add stock ideas very…
Oct 21
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HFI Research
24
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1
Here's My Game Plan For The Oil Trade (October 19)
Please see the previous game plan articles:
Oct 19
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HFI Research
36
1
1
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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HFI Research
40
1
4
(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
72
2
8
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
36
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1
(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
61
2
(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
58
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