Like the much vaunted butterfly affect, so too with financial markets and debt. We go merrily along out way thinking everything is fine, only to discover that we were wrong. While we totally mis-called the market from 2011 to late last year, eventually the chickens come home to roost. And then Apple has a major miss and the market can't stop going down. But wait, the next day everything is fine and the market goes way up. There's something happening here, but what?