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(Macro) Chemical Sector Part 3 - Lessons From Past Cycles And How They Apply To Today's Chemical Stocks
By: Jon Costello
Dec 3
•
HFI Research
8
1
November 2025
(Idea) Baytex Energy - Selling Eagle Ford Was The Right Move Making It A More Attractive Oil Name
Note: This article cites Canadian dollars unless otherwise specified.
Nov 27
•
HFI Research
10
(Macro) The Chemical Sector Bottom And The Path To A Recovery
By: Jon Costello
Nov 23
•
HFI Research
13
1
(Idea) AdvanSix - Lowest Cost Producer, Trading At Half Of Book Value, And Cycle Trough
By: Jon Costello
Nov 20
•
HFI Research
8
1
(Idea) Chemours - Jon's Favorite Capital Cycle Investment Idea
By: Jon Costello
Nov 16
•
HFI Research
6
(Public) Mach Natural Resources Enters The Buy Zone
Please read our previous article on MNR for context.
Nov 13
•
HFI Research
8
(Idea) Kronos Worldwide
By: Jon Costello
Nov 7
•
HFI Research
7
(Macro) A Titanium Dioxide Market Recovery Appears Imminent
By: Jon Costello
Nov 7
•
HFI Research
5
(Idea) Tronox
By: Jon Costello
Nov 1
•
HFI Research
8
October 2025
(Macro) The Chemical Sector Overview
Editor’s Note: This is just a high-level overview of the space.
Oct 31
•
HFI Research
4
1
As The Market Advances To New Highs, It's Prudent To Hold Cash
By: Jon Costello
Oct 26
•
HFI Research
8
(Idea) Logan Energy: The Growth Story Remains Intact
Editor’s Note: Ideas from HFI Research is a separate paid subscription service.
Oct 24
•
HFI Research
6
1
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