Stock版 - Oil Very Cheap Relative to Other Assets, JPM’s Kolanovic Says |
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a*******m
发帖数: 14194 | 1 有没有觉得他讲的这些玩意很熟悉？
哥们我很久前就在股版告诉大家了，当然，信不信由你们。
Oil Very Cheap Relative to Other Assets, JPM’s Kolanovic Says
Joanna Ossinger
Mon, November 22, 2021, 10:55 PM·1 min read
(Bloomberg) -- While the top consuming nations are preparing to release oil
from their national reserves to rein in rising prices, crude is actually
cheap relative to other financial assets, according to JPMorgan Chase & Co.
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Among global stocks, bonds and commodities, oil is in the 19th percentile
over the last 20 years, and to rise to the 50th percentile relative to
historical levels, it would need to be at $115 per barrel, strategists led
by Marko Kolanovic said in a note Monday. West Texas Intermediate was near $
76 on Tuesday.
“Relative to broad levels of various asset prices and the monetary base,
oil looks remarkably cheap,” JPM said in the note. “One could say that oil
-producing countries (often developing countries) have been subsidizing oil-
importing countries (often developed countries), given the broad monetary
and asset inflation in the developed world over the past 20 years.”
And the $115 a barrel estimate is actually conservative because it excludes
“expensive” assets like central bank balance sheets and the Nasdaq stock
exchange, the strategists said. If they’d been included, that would imply a
median oil price in the range of $300 to $500 a barrel. However, JPM noted
that this is just one way to analyze asset prices and doesn’t represent
their near-term price targets.
Crude has had some precipitous declines over the years and is still well
below levels from 2011 to 2014, for example. That contrasts with many other
financial assets, which are at record levels, and suggests oil hasn’t kept
up with the growth in central bank balance sheets as they try to combat the
effects of the pandemic.
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U.S. Poised to Release Oil From Reserve With Other Nations | a*******m
发帖数: 14194 | 2 除了原油和天然气公司股价偏低， 再剩下的就是黄金和白银了。
黄金和白银被操纵的太厉害了，Fed就是最大的黑庄。
我感觉耶伦大妈的16XX就买入，18XX就卖出的策略，过去挺长时间
对操作黄金成功率较高。未来的长期， 黄金价格肯定要炸，
不过可能要等很久。 | n*********7
发帖数: 4682 | 3 那些新能源就是扯蛋，没有可靠能源储存的方法，靠天吃饭怎么行
大家买房一定要种树，万一那天天气不好断电了还能砍树取暖
MD， 以前军训的时候大头兵还教我们埋锅造饭，没准能用上 | V*****2
发帖数: 7930 | |
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