Back

HFI Research

Substack
hfir.com· irregular· Published yesterday

A contrarian energy investment newsletter that shares trade theses, position updates and game plans for oil and natural gas, often pairing market data (EIA, IEA) with the author's own portfolio decisions. Readers get detailed, opinionated analysis of oil demand and price signals alongside explicit stock and ETF positions.

oil pricescrude oil tradingoil etfusoeia dataoil demandenergy stockscontrarian investingiran war oiloil options tradingportfolio updateshfi portfolio

Website: https://www.hfir.com