Stocks have not paid the full price for high oil yet.
Crude opened at $113.47 Sunday night.
The futures curve is the most stressed it has been since the year 2000. Right now, we’re $14.72 backwardated.
I built the model this weekend: what crude levels matter for stocks, what to own, what to cut, and where to put fresh cash.
Only a few actions cleared the hurdle.
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