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Sea Change Overnight

By Jim Cramer

 About this article:
 When does the new money come in? When it knows what to go into. Right now the market's simply not tolerating the decline in oil and that's where the opportunity might appear. Many retailers and restaurants peaked not that long ago when it became clear that oil had gotten too high. We saw an end to the big runs in Darden and Yum! Brands and we saw a peaking in Brinker. We also saw the end of the big retail run. When oil's down, gasoline's down and when gasoline doesn't go higher than $3 per gallon, the biggest worry of the bulls is solved. How about the oils? The good news is that with the exception of the natural gas stocks, the pure oils never increased that much. Neither BP or Chevron reflects oil even in the $50s at these prices, so there is plenty...

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