OUTLOOK
"Bullish on Crude Oil"
1/17/2007
 
We believe that crude oil is due for a rebound rally to at least $55 per barrel from its close of $51.21 on 1/16/07.  We believe this rally will occur within the next 8 weeks. The perfect storm of extreme negative sentiment and depressed valuation is in place and ready to uncoil.  The market's expectations of warmer weather and relative calm in the Middle East have served to depress the price of Oil.  Any unexpected news in these areas will certainly add fuel to the fire.  Correspondingly, we have entered a long position in USO at 43.93 on 1/17/07.
 
Mark Yuan, CFA