主题：减息的忽悠，到此为止 -- 倥偬飞人

Not sure if there are real supply shortage out there right now,

I agree that there will be some very bearish stock markets, but maybe still a few months away? 3-6 months later?

How do you think? are we already in a bear market?

美国石油库存低于五年平均值，最新公布储备又减少了。

石油生产能力的高峰已经在2006年到顶。

中东是土耳其干上了库尔德人，这会儿伊朗和美国也摩拳擦掌。

石油价格就在人们不断的喊跌声中一路上涨，曾几何时还有人说要跌到35美元呢 - 他们会不停的失望的。

可惜的是中国，越来越多的外汇储备，越来越低的购买力，相对于石油和黄金而言。

after all, that's ok, as long as we are making money, short or long.

油价将比现在高70%

高70％太恐怖了

http://www.belevo.com/

pays off.

when the oil price goes down, you will see shortage - because nobody wants to sell or produce at low price levels.

when it goes up, there are no shortage probably, because some people cannot afford it.

It is all about supply and demand - so far this is the sellers' market.

中石油9月的时候自己估算的