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损失慢慢出现:

(Bloomberg) -- Investors have a message for suffering U.S. oil drillers: We feel your pain.

They’ve pumped more than $1.4 trillion into the oil and gas industry the past five years as oil prices averaged more than $91 a barrel. The cash infusion helped push U.S. crude production to the highest in more than 30 years, according to data compiled by Bloomberg.

Now that oil prices have fallen below $45, any euphoria over cheaper energy will be tempered by losses that are starting to show up in investment funds, retirement accounts and bank balance sheets. The bear market has wiped out a total of $393 billion since June -- $353 billion from the shares of 76 companies in the Bloomberg Intelligence North America Exploration & Production index, and almost $40 billion from high-yield energy bonds, issued by many shale drillers, according to a Bloomberg index.

“The only thing people are noticing now is that gas prices are dropping,” said Sean Wheeler, the Houston-based co-chairman of the oil and gas industry team for law firm Latham & Watkins LLP. “People haven’t noticed yet that it’s also hitting their portfolios.”

The money flowing into oil and gas companies around the world in the last five years came from a variety of sources. The industry completed $286 billion in joint ventures, investments and spinoffs, raised $353 billion in initial public offerings and follow-on share sales, and borrowed $786 billion in bonds and loans.
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    • aimei: 金钱 + 50 鲜花 + 20
别急,这些窟窿迟早会反应到指数上的
今400-吧
图穷匕现,美眉露出狰狞的面孔
没到16xxx,留待下周吧,该来的一定要来的
回复 169# jasmine06


    是一个套住抄底的牛儿们的好位置
老秋的意见是,这一波油价暴跌是一波类似房地产次贷的危机,以前大量贷款给石油业的银行,大量持有石油业公司债的银行将受沉重打击。

根据Deutsche Bank的数据,由于联邦储备的宽松政策,能源公司从债券和贷款上得到了5500亿美元。 分析人士认为,如果油价一直在目前的低迷价位,一些投机石油页岩的小公司将关闭。这些公司风险很大,赚的钱都不够还贷款。 Evans说石油行业不必担心目前的震荡,这是健康的,有些公司根本就不应该进入这个行业。 他承认石油工业目前的状况会导致裁员。日前Schlumberger, Baker Hughes都已经裁员几千,今后还会继续裁。不过他认为这意味着能源工业是能够面对现实的,越早面对现实,问题越容易得到解决。 对于金融行业来讲,石油公司违约和破产不是好事;石油公司大量裁员对于银行也不是好事。但是Evans相信他的银行是可以经受得住这个考验的。 华尔街并不很乐观,最近Morgan Stanley的一份报告说美国银行中受石油业影响最大的就是Cullen/Frost,该银行36%的资产在页岩产业;如果达拉斯和休斯顿经济受到影响的话会涉及该银行78%的资产。 - See more at: http://finance.creaders.net/2015 ... thash.0oiqkp8I.dpuf
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    • aimei: 金钱 + 50 鲜花 + 20
链式反应是慢慢展开的,首先是能源类持股,然后是其他原材料,接着是银行类,下面是零售业,消费产品。
回复  jasmine06


    是一个套住抄底的牛儿们的好位置
秋之皓月 发表于 2015-1-30 18:03



    至于牛牛是怎么被套死的,大家可以认真参考以后几周T弟弟在楼下的表现。
等T弟弟消失了,发誓不炒股了,你们就可以抄底了
有什么好说的呢,多等几天又不会少块肉,呵呵,定期存款也是每天往上涨的,对吧!
Doesn't look good

U.S. oil rigs continued to get crushed this week despite record levels of production.

Drillers idled 83 rigs, following a decline of 94 rigs in the prior week, Baker Hughes reported Friday. The total U.S. rig count is down 25 percent since October, an unprecedented four-month retreat.

The collapse in oil prices is wiping out more than 30,000 oil jobs, according to a tally of announced layoffs by Bloomberg News. Cowen & Co. estimates that spending on exploration and production are declining more than $116 billion, a 17 percent decline.

The oil crash hasn’t yet shown up in U.S. jobs numbers, and American oil production is at the highest level for this time of year since at least 1983. Still, there’s mounting anecdotal evidence of an industry in distress, and the rig counts appear to be in free fall.
目前有不少国家的债券利率为负的,不知道美国的国债利率会不会有一天也变成负的呢?
差不多了,可以杀牛过年了
今天收盘转50%入债劵,(TLT @126.54)
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