Today marks the six year anniversary of 9/11, and its difficult for investors to not have it in the back of their minds. I've read about "Bin Laden Trades" over the past couple of weeks, in which people have made bets, particularly in S&P options, in case of an attack. So I think there is some early relief that there is no major news. Beyond that, investors are focused on Bernanke and what he will do with rates.
No one is very sure how good or bad things really are, so they are basing investment decisions on something measurable, and that will be interest rates.
I updated the portfolio and results, so take a look.