@lwsresearch lwsresearch

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

lwsresearch is mainly tracking energy and commodity dislocations around the U.S.-Iran framework, with oil risk premium fading but some banks still flagging tight Hormuz logistics. The most constructive single-name focus is on LatAm energy and petrochemical catalysts, including Braskem, Petrobras, YPF, Exxon, Repsol and COP. There are no explicit trade calls or position disclosures in the payload, so conviction is inferred from repeated coverage rather than disclosed adds or exits.

The author’s window is dominated by energy macro, especially U.S.-Iran/Hormuz headlines driving oil risk premium lower while select bank commentary still warns normalization could take time. Single-name attention is constructive around LatAm energy, petrochemicals, LNG, copper and critical minerals, with no explicit CALL_DIRECTIONAL trades or POSITION_DISCLOSURE adds, trims or exits. Concentration risk is thematic rather than ticker-specific, with repeated posts on oil benchmarks and Exxon-linked developments.

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.