Is it just me, or does it seem like there isn’t fear out there? I thought at first that I was just disconnected from what’s happening here in my gorgeous Delray Beach office. Maybe that fact that I’m brewing my own coffee in my own home that isn’t “upside down” on mortgage repayments is skewing my version of reality.

The Dow can drop for a ton of reasons – from business conditions deteriorating to the VIX rallying higher – both of which I’ve discussed before.