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本帖最后由 UncleSam 于 2017-4-2 20:04 编辑 & _2 K& e8 T" u! }
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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。) \1 M8 N$ J' L) h# f$ v, L% _
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Man who called the oil crush now sees this
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1 H" a! n/ ~6 D! }in Oil & Companies News 29/03/2017
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2 P3 A: I: s/ D- XTwo 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.1 s9 r1 B# Q! i; l- g: T
8 k" f% W+ a" i% j, C( aOil hit a low of $26.21 in February 2016, one year after his call, before rallying to just above $50.
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Now, 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 $60 a barrel.
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4 G8 E V8 Z; O d“We think oil’s kind of going to be stuck in a rut here. I think there are a lot of oil bulls out there, particularly at the beginning of the year,” he said Friday in an interview on CNBC’s “Trading Nation.”
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) P# J1 M1 I0 n! F$ p# zCrude 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.”
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The 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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, `& x4 V' Y) m" dYusko 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.”
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8 G4 `7 j! T7 [8 o/ ^7 O! c“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.”+ p% U1 T0 R* u( L7 g" Q
, f7 D0 a) \: D* u8 G+ KLooking 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 ($30)” under the headline, “No Fracking # _) N$ E' }4 t, o4 o, 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.
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6 q! E6 s: P( H! mSource: CNBC
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狗仔卡
发表于 2017-4-1 15:51
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![3[2].png](data/attachment/forum/201704/01/161128c2yxjn80kj4krtpw.png "3[2].png")
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！
