Energy's oil war premium just evaporated. (https://www.marketwatch.com/story/strait-of-hormuz-is-reopening-faster-than-expected-says-morgan-stanley-as-it-cuts-oil-price-target-a6f6795d?mod=mw_rss_topstories) as the Strait reopens faster than anyone priced in — that kills the thesis on CVE and XOM that's been propping up your portfolio.

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