I keep getting asked, "What's wrong with the stock market? Why are we off to such a weak start?"
I'm not sure there is anything wrong with the stock market. The biggest problem with the stock market is that participants think there's something wrong if stocks don't go up every day!
The most likely reason for the action is that the market was jammed higher every day for at least two weeks at the end of the year and we need to consolidate.
(Read more: This week may decide where stocks close out 2014)
Still not satisfied? I get plenty of other opinions thrown at me, much of it unsolicited, to explain the weakness: