Dow tumbling 167 points. S p sinking 0. 86 . Nasdaq losing 0. 91 today because the styles of the two candidates couldnting more different, and the polls are very close. So the level of uncertainty is much greater than if we had a runaway frontrunner. Does the fear make sense . Should the averages have been merciless . Frankly, i dont want to make any determinations because at the end of the day, this is a political question, and that means its up to you. My expertise is picking stocks, not politics. And im uncomfortable even going there, even for one evening. But i just cant ignore the elephant in the room because that would mean ignoring whats driving the market, and thats whats coming up at 9 00 p. M. On cnbc. The first of the president ial debates between donald trump and hillary clinton. Im tuning in. I hope you do too. So where do we begin . Lets talk about what business thinks first of this election. As the wall street journal reported in an amazing story last week, and i quote,