Here we go again – Headlines paint a picture of doom and gloom – “Stocks close 1% lower as Dow Plunges Triple Digits” “US Stocks Open Sharply Lower” “Europe Woes and US Rate Outlook Weigh on Stocks” Is this the beginning of the end that so many have been forecasting? Doubtful – but look – we did get hit with a boatload of macro data yesterday – some of it stronger than expected while some of it was a bit weaker then expected.