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本帖最后由 UncleSam 于 2017-4-2 20:04 编辑
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有一定道理，最近看到2015年在油价50元时预测油价大跌40%的Mark Yusko of Morgan Creek Capital Management, 就预测今年油价最低到40出头，年底回到60元。他还有一个观点，大家也应该意识到了，各种因素决定了油价在40到50区间徘徊的时间会很长。也许熬到今年底，大家的日子就好过些了。' t& G& `+ }. c2 w' f7 ^- `
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5 n @& A/ p6 i+ w" gMan who called the oil crush now sees this* p! L- U5 @+ z: ?& g
* w0 p- L9 L) O8 q) [+ sin Oil & Companies News 29/03/2017
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Two years ago, when oil was trading around $50 a barrel, one hedge fund manager boldly called a 40 percent decline in the commodity, a prediction for which he has come to be known.
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: i, o7 L2 G/ B: A. XOil hit a low of $26.21 in February 2016, one year after his call, before rallying to just above $50.5 V+ g. N$ G$ p
* o; c, h6 C* M4 wNow, as crude oil has fallen over 10 percent year to date and has traded in a range for much of this year, Mark Yusko of Morgan Creek Capital Management sees crude falling even further — but ending the year near $60 a barrel.6 o2 m. E2 w7 ^
! q5 A3 a9 ~2 X A“We think oil’s kind of going to be stuck in a rut here. I think there are a lot of oil bulls out there, particularly at the beginning of the year,” he said Friday in an interview on CNBC’s “Trading Nation.”
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6 ~% u' y$ n6 G; W) h# L- PCrude oil will likely “drift from the low $40s up toward $60 by the end of the year. I think it’ll be pretty flatish in the $50s during the summer, and then we’ll get that last December rally into year-end like we got last year, and probably finish in the high 50s, maybe hit $60.”3 M& j/ G* b# [: l: O6 W% f
% [4 X; i* y* R1 o: L G7 WThe increase in U.S. production this year has come as a surprise, Yusko said. U.S. crude oil stocks rose to a record high in mid-March, according to Energy Information Administration data. WTI crude oil settled higher on Friday, at $48.14 a barrel.
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Yusko likes energy names like Diamondback Energy, Pioneer Energy, Parsley Energy and RSP Permian.
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When it comes to the broader markets at this juncture, Yusko senses “a lot of bluster and not a lot of substance.”1 l, F; @) W l+ V( ]
4 f1 ?, N% p( I! ~“There’s a lot of hope built into these markets today on the Trump trifecta of regulatory relief and tax cuts and fiscal spending. And I think there’s going to be a whole lot of nothing by the end of the year.”0 i" U& |2 m/ {
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Looking back, Yusko’s 2015 call served him well. In February 2015, Yusko wrote in a note, “speculative long futures positions drives Oil down close to the 2008 lows ($30)” under the headline, “No Fracking ' k7 \* c0 f" F, _8 x
Around.”
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Furthermore, “prices stay in the $40-$50 range much longer than expected as structural challenges in the U.S. and OPEC make it difficult for market participants to move supply/demand back into balance,” he wrote.5 y% [9 ^/ I5 v1 p: O
K1 U- a0 I, E8 fSource: CNBC* [0 I; ~. ]) D* }; |# a; [
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狗仔卡
发表于 2017-4-1 15:51
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发表于 2017-4-4 08:58
之彦老弟误会，阿稳肥妹与我老无有恋情，国内也已经劝退24岁嫩妮了，只讨了个身患慢性疾病的浦东失婚农妇做老伴，不日返还阿尔伯塔打点咖啡厅力工聊以糊口，你钻头赴俄罗斯销售方向我觊觎染指一番牟取微利，老弟你看咋样？谢了之彦！
