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New ideas: So go financials, so goes S&P?

Welcome to "New Ideas," my new weekly report for CNBC Pro.

Each week, barring travel, smashed keyboards, I hope to provide insight into the economy, stock stories, trends, comments on interviews we've done on CNBC or other musings.

Dull but important disclaimer: Though I may offer comments on stocks, bonds, commodities or other market instruments, nothing should be construed as a recommendation to buy or sell. My commentary is just that, and others are far better qualified to advise on action.

Enough babble, let's start Vol. 1 of New Ideas.