HFI Research
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(Idea) Parex Resources: High Torque Oil Leverage At A Double-Digit Yield
By: Jon Costello
By: Jon Costello
The Strait Of Hormuz Isn't Going Back To The Way It Was
The market is incorrectly assuming that the Strait of Hormuz will return to normal.
The market is incorrectly assuming that the Strait of Hormuz will return to normal. Since the beginning of the Iran conflict, I saw this geopolitical event...
(WCTW) Powder Keg
Positioning and sentiment have priced oil as if the Iran conflict is over. This is a market that's sitting on a powder keg with someone holding a lit match.
Oil markets always move to extremes, but this is the first time in history that th...
(Idea) Espriella Becomes The Next Colombian President, This Is Very Bullish For Colombian Oil Producers
Abelardo de la Espriella just won the Colombian presidential election.
Abelardo de la Espriella just won the Colombian presidential election. This is a major victory for oil producers in the country because Petro (the current president) ha...
(WCTW) The New Oil Order
With the Strait of Hormuz under its control, Iran becomes the world’s most powerful oil producer.
Total capitulation, that’s probably the best way to describe the MOU signed by the US and Iran today. And no, it’s not the Iranians that capi...
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Contrarian investment research - current focus: Energy
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