An article posted yesterday on the MBS market

Honestly, the more I look at this, the more I begin to see Chinese equities as 'safer'.

Everything in our economy today runs on the back of oil. As messed up as it is, Chinese economy in the intermediate term looks far better with oil prices having sunk to the bottom thanks to being next to Russia.

At the meantime, US stocks the past year had been priced to perfection (along with massing money printing) and now will see huge changes as FED has to tighten the money supply to stop inflation. But how do you stop inflation with just interest rates when there's 15% of the real energy to run an economy is missing?

More or less money doesn't change the lack of energy. For instance, if there's 10 people and 10 apples and each person only needs at least 1, sure, prices of apple does have an effect in supply/demand. But what if there's 10 people but only 8 apples?

/r/investing Thread