I’ve always thought this, but had never seen it laid out like this. Maybe it’s just me, but I thought the article and layout was clever.

  http://www.prudentbear.com/index.php/GuestCommentaryHome   Snippet:   The following guide to the calls of equity markets seers may be helpful: Market Analyst Call Weak data Fed eases, stocks rally. Strong data Strong economy, stocks rally. Consensus data Lower volatility, stocks rally. Bank loses US$ 8 billion Bad news all out of the way, stocks rally. Oil price up Good for energy producers, stocks rally. Oil price down Good for consumers, stocks rally. US$ down Good for exporters, stocks rally. US$ up Lower inflation, stocks rally. Inflation up Good for commodities and asset prices, stocks rally. Inflation down Fed eases, stocks rally. Climate change Soft commodities up, stocks rally. World ends Good for disaster recovery companies, stocks rally.