David in England

U.S. - China Meeting Outcome: China Has the Upper Hand

Interesting comment from Ben Gee.
An implication is that if it is not US which buys Chinese export goods then it must be Euro and other countries. With the decline in the USD vs EUR, Chinese exports will be more competitive and they will start to build up big holdings of EUR as well as of USD.
Not sure that's a good idea from our perspective. Maybe reduction in deficits should be an important priority.

Five Reasons the Market Could Crash This Fall

People who missed investing at or around the March low have been talking the market down ever since. And it has continued to go up.
It doesn't do any good to say "the market is wrong". We have to face recognise it is what it is.

Just How Correlated Are Oil and Equities?

Nice article, it might be worth testing if there is a lagged correlation rather than bar-to-bar. After all you might expect it to take 6 months for the immediate impact of an oil price hike.