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本帖最后由 UncleSam 于 2017-4-2 20:04 编辑 , E1 }- R$ n6 ^1 t" H
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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。9 h& v) g. _ ^0 S" z) U
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Man who called the oil crush now sees this
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, x! r, \; X/ M$ }7 a7 ?8 z; Q; Uin Oil & Companies News 29/03/2017
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7 h; s: S' J1 E# @1 CTwo years ago, when oil was trading around $50 a barrel, one hedge fund manager boldly called a 40 percent decline in the commodity, a prediction for which he has come to be known.9 G0 f2 _4 N: s$ E
4 A9 d7 `0 q2 O( t- cOil hit a low of $26.21 in February 2016, one year after his call, before rallying to just above $50.
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% H- m1 r' t2 B7 d1 i' B3 s2 UNow, 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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- t5 C4 U- U& Z( O# A' U3 n2 g! @“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.”7 \3 z. h0 V. D* k, o9 a, n* U( i
& n% c2 b0 f: Q8 }6 ~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.”4 b/ }" U2 {( w% y. U
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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.% M. E- U0 c7 h4 \) o8 r
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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.”
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“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.”
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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 : I0 ^* O; J. V) _6 s3 [
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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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Source: CNBC7 C' S' O6 M5 e, D1 I! `
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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！
