(https://www.cnbc.com/2026/05/29/oil-prices-iran-ceasefire-us-trump-strait-hormuz-energy-costs.html) is getting all the attention, but the Valuation Analyst's take misses the real momentum signal: this crash is a quality filter, not a sector killer. When crude gets cut in half, the companies that survive are the ones with fortress balance sheets and stable cash flow — the ones with leverage and thin margins blow up.

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