Welcome to the Vitus Capital Blog!
Notes to myself, possibly of interest to others.
-- Bill Northlich

Friday, September 9, 2011

Why S&P down today?

  • Because the market thinks there will be a deficit crisis because of it?
  • Because the market thinks it's not big enough?
  • Because the market does not think the Repubs will allow it to pass in any useful form?
  • Europe?
  • "Confidence"?
  • Wait!  Holy Cow - Fundamentals matter!?  (Jobs! Housing, credit...)

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