I have nearly the 100% opposite opinion on many of these issues haha.<p>Oil is a bit of scapegoat I think. All commodities are on basically all time lows. Value of real assets across the board has been generally plummeting.<p>Hard to know how much of this is proxy selling of the Chinese economy -- I suspect a bit; it&#x27;s perhaps a plausible outcome for Chinese stocks to plunge much further and have commodities RALLY out of it on the unwind.