This column was originally published on RealMoney on Oct. 11 at 2:25 p.m. EDT. It's being republished as a bonus for TheStreet.com readers.Trade around the oils. That's what you have to do now. We are no longer in the phase where you can walk around max long oil. It has become too difficult. That's the takeaway of the selloff that wiped out 15% of many of the good oils last week. We are out of the safety zone. I pressed my bet when oil got to be more than 10% of the S&P, in part because of the once-in-a-lifetime circumstances involving Rita and Katrina. But from here, you are stuck with the prospects of "hoping" for a cold winter, and anyone who knows my stuff from Jim Cramer's
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