HFI Research

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HFI Research
HFI Research
Get Long Now

Get Long Now

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HFI Research
Oct 19, 2022
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HFI Research
HFI Research
Get Long Now
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This is the shortest report you will ever read from me.

Get long now.

SPR fill at $70 or below, which all but guarantees a floor there with supply side immensely constrained going forward.

OPEC+ put at $80/bbl.

US oil demand has now confirmed a bottom is in.

Macro is worrying, yes, but fundamental signals are far too strong to ignore.

XLE is also looking like…

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