If a spike in interest rates, a surge in commodity prices, or a currency crisis forces the Fed to scale back or stop its money printing, the party could grind to a halt, and the hangover could be nasty.

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Chevron ( CVX): The only reason you have not to own CVX stock is if you are in the camp that believes the global economy is going to grind to a halt over the next few years and all progress we are seeing will suddenly stop.

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