Thanks very much for your comments.
Interesting idea Courtney. Trying to consider and weigh all the variables is nearly impossible. Honestly, I don’t know. As I mentioned in the article, although perhaps necessary, the bailout money is making any sort of fair price calculation very difficult. So, maybe there is some truth to your theory.
However, I think if the US consumer starts to fail in large numbers, most companies will eventually stumble as well. Again, referring to your theory, perhaps some sectors will see considerably less damage — but it’s hard for me to imagine any will go unscathed before this is all over.
Political fallout? I have no idea either. Occupy Wallstreet came out of The Great Recession. So, I guess I’d be surprised if there wasn’t some sort of political shift in response.