China, interest rates, oil and inflation. Negative sentiment means good opportunities?

Paulson's China Talks Shift to Energy as Yuan Gains (bloomberg)

Argentine Stocks Lose Foreigners Fastest in 8 Years (bloomberg)

Dollar May Beat Euro as Inflation Trumps Subprime (bloomberg)

ETF Update: Any Place Left to Invest? (dash of insight)

The Bottom for the Banks (aleph)

Dow theory divergence and oil (alpha global)

Expected Earnings Growth Through Q1 '09 (bespoke)

The Fed's Rates Dilemma (Wash Post)

Monthly Returns During Presidential Election Years (CXO)

Lehman Chief Speaks, Calling Loss ‘My Responsibility’ (dealbook)

Oil megaprojects (wikipedia)

Booming, China Faults U.S. Policy on the Economy (NYT)

Emerging markets face inflation meltdown (UK Tel)

Fading the gap (quantifiable edge)