I think you should dump oil stocks into the rally

I sold my OIH today but still held some SLB/HAL which I have lost 50% in the past two years. I will cut them if they rise another 20%. 

US shale oil greately skewed the world oil supply, they will make some money for $50+ oil and hence start flooding the market again. OPEC+ countries will increase production gradually next month.

With most countries targeting 2030 or earlier to ban oil vehicles on the road, there is no fundamental reason for you to hold these oil stocks for long. 

所有跟帖： 

• 換成熱門股新能源EV大麻比特幣,白等喜歡的那些 -iiyaya- ♀ (0 bytes) () 01/07/2021 postreply 09:03:42

• 我最近卖了一些石油，比如RDS和一些SU，但会在一季度买回来，世界各国会食言，2030年禁止石油属于自杀行为 -_学无止境- ♂ (89 bytes) () 01/07/2021 postreply 09:07:10

• 不敢買石油天然氣,受政治影響太大 -iiyaya- ♀ (0 bytes) () 01/07/2021 postreply 09:08:28

• 现在什么都被操纵了，没选择 -_学无止境- ♂ (0 bytes) () 01/07/2021 postreply 09:22:05

• LOL, I totally agree and it's absolutely right !!! -Shortpump- ♂ (0 bytes) () 01/07/2021 postreply 09:09:45

• 谢谢 也考虑把手中长持几年的SU XOM 减持 80% -阿拉尔汗- ♀ (0 bytes) () 01/07/2021 postreply 09:10:23

• 美国页岩已经死的差不多了，剩下的债务缠身，联邦不救就是个死 -_学无止境- ♂ (0 bytes) () 01/07/2021 postreply 09:21:01