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本帖最后由 UncleSam 于 2017-4-2 20:04 编辑
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& ~9 T G1 z; v0 B. H3 K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。
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* ^' @$ {5 D7 l+ m) J1 YMan who called the oil crush now sees this& k3 {* O# x( X" u$ z- }
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in Oil & Companies News 29/03/2017+ Y) B8 F9 Q/ L* I3 p
) \8 k' z/ F( O5 k7 J7 g3 p% MTwo 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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9 L; C7 Z# t' Z2 A1 K% iOil 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 $60 a barrel.1 t w: z) `' D( h5 h
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“We think oil’s kind of going to be stuck in a rut here. I think there are a lot of oil bulls out there, particularly at the beginning of the year,” he said Friday in an interview on CNBC’s “Trading Nation.”$ @. F. g! z+ E# h- Y
3 a# O3 p( S9 I) p; \Crude 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 `. w8 u' B" p0 V! J4 I8 z8 t
; k" z8 V& d# k0 S, Q, s6 r, L( OThe 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.' L( ^* v8 j0 P6 N2 T& N: v2 o' G
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Yusko likes energy names like Diamondback Energy, Pioneer Energy, Parsley Energy and RSP Permian.1 s, ]1 A! A% ]( L
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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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- L; b, h1 h% g2 e/ V) j6 e“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& U/ y; B' o- ]# I
! p7 C9 J9 p8 a6 P5 f* W! qLooking 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
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) G! A9 W: y9 Q/ [; @6 cFurthermore, “prices stay in the $40-$50 range much longer than expected as structural challenges in the U.S. and OPEC make it difficult for market participants to move supply/demand back into balance,” he wrote.% y9 S9 Y- f$ r; A( a4 ?0 W: P* t
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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！
