Check out Stephen Leeb and his book the " The Oil Factor ". If oil goes over $130.00 US$, actually he says $140.00 but I build in a bit of margin for error, get out of the market. All stocks on the long side. This is the result of a phenomena that he has tracked over a long period of time involving how much increase in the price of oil in percentage terms before the economy fails and takes all equities down with it. His predictor was bang on when oil hit $143.00 in 2008!

Brian