I just read this article which explains it nicely (IMO): http://www.stratfor.com/weekly/financial-markets-politics-and-new-reality http://www.stratfor.com/weekl

I just read this article which explains it nicely (IMO): http://www.stratfor.com/weekly/financial-markets-politics-and-new-reality http://www.stratfor.com/weekly/financial-markets-politics-an...