HFI Research

Substack author, HFI Research · Online

Contrarian investment research on energy (oil and natural gas), published on Substack with trade alerts for its model portfolio.

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HFI Research: profile, earnings and record · Chronopin

Life phases1

One octagon for each phase of the life of HFI Research. Each of the eight axes is scored 0 to 5 against a written rubric from documented evidence, with its source; an axis without evidence is a gap, not a zero. There is no total and no ideal shape: it is a profile, not a ranking. Appearance and personality are not axes, because they cannot be scored from evidence.

OverviewGenerated from documented data: the office held, income against IRS percentiles, the highest recorded degree and the reviewed legal record. Axes with no documented evidence are left out; researched phases are added through the wiki.Only 0 of the 8 axes have documented evidence, so no shape is drawn yet.

No total and no ideal shape: a longer spoke means more of that axis, so a long Misconduct spoke is more documented misconduct.

Scores, rubric and sources

01EducationNo evidence: Highest attainment by then: 1 secondary school, 2 some college, 3 bachelor's degree, 4 master's or professional degree, 5 doctorate.
02WealthNo evidence: Net worth or income against the national thresholds of the time: 1 below the median household, 3 top 5%, 5 top 0.1%.
03PositionNo evidence: Scope of the role held: 1 entry level, 3 senior manager or legislator, 5 head of state or government, or the top role of a major institution.
04Public standingNo evidence: Public approval or favourability where it was measured: 1 under 20%, 3 35 to 50%, 5 over 65%.
05HealthNo evidence: Documented health where an examination or disclosure exists: 5 no documented concern, 1 a serious documented condition.
06MisconductNo evidence: The documented legal and ethics record within the phase, as in the misconduct meter: 0 none documented, 1 only matters resolved in their favour, 2 an open matter, 3 one finding, 4 two or three, 5 four or more. More is more documented misconduct.
07Social goodNo evidence: Assessed effects of what they did in the phase on health, safety, education, rights and the environment, from official statistics or peer-reviewed evidence: 0 clearly harmful, 2.5 mixed, 5 clearly beneficial.
08Economic goodNo evidence: Assessed effects of what they did in the phase on efficiency, growth and fiscal sustainability, from CBO and peer-reviewed evidence, as in the good-for-society reading: 0 clearly harmful, 2.5 mixed, 5 clearly beneficial.

Personal holdings & P&L

Latest published holdings, with their source dates. Positions may have changed. Transaction disclosures alone do not establish remaining shares or cost basis.

No verified personal portfolio snapshot is available. Personal holdings and unrealized P&L are unknown; associated fund or strategy holdings appear separately.

Personal trades & P&L

Publicly disclosed personal trading activity. Publication dates and trade dates are distinct; a commentary post is not a complete execution record.

Realized P&L requires matched acquisition costs and sale proceeds for the same security and quantity. Transaction value ranges, inferred quarterly changes and commentary do not establish profit. Missing cost or execution data remains undisclosed.

No verified personal trade ledger is available. Trading activity and realized P&L are unknown, not zero.

HFI Research's portfolio movesPremium

Disclosed trades with an estimated PnL and our summary of the reasoning, linked to the source post.

No sourced record has been added for HFI Research yet.