Jon Costello (Ideas From HFI Research)
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Introducing The Plutus HFIR Energy Income Portfolio
By: Jon Costello
Apr 16
•
HFI Research
11
1
(Idea) Genesis Energy - The Only Independent Gulf Of America Pipeline Operator Is At An Inflection Point
By: Jon Costello
Apr 7
•
HFI Research
9
(Public) Analyzing Historical Analogs And When To Take Profits on Energy Stocks
By: Jon Costello
Apr 2
•
HFI Research
34
1
5
March 2026
The Strait Of Hormuz Disruption - Oil Supply Math Points To A Longer Crisis Than The Market Expects
By: Jon Costello
Mar 26
•
HFI Research
17
1
(Idea) The Impact Of The War In Iran On Titanium Dioxide Producer Stocks
By: Jon Costello
Mar 24
•
HFI Research
8
(Idea) U.S. Coal Stocks Best Positioned For A Prolonged LNG Supply Disruption
By: Jon Costello
Mar 20
•
HFI Research
12
(Idea) Mach Natural Resources - A Transformational 2025 Will Drive Income Growth And Appreciation In 2026 And Beyond
By: Jon Costello
Mar 19
•
HFI Research
9
1
(Idea) Latin American E&Ps Are Very Attractive
By: Jon Costello
Mar 14
•
HFI Research
11
1
(Idea) Tronox, Chemours, And Kronos Update
By: Jon Costello
Mar 12
•
HFI Research
10
1
(Idea) Our Updated E&P Spreadsheet And What It's Telling Us Now
By: Jon Costello
Mar 6
•
HFI Research
9
(Idea) Calumet Shares Sell Off Despite A Brightening Outlook
Previous write-ups on CLMT 4.64%↑:
Mar 4
•
HFI Research
10
1
February 2026
(Idea) Venezuela's Energy Sector Resurgence Is Happening Fast And The Investment Opportunities
On Jan 3rd, the US successfully captured Venezuelan President Nicolás Maduro and took him into custody.
Feb 26
•
HFI Research
10
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