If Europe does manage an orderly bail out of Greece, and possibly even Portugal, then stocks will likely rally.

FORBES: Still Not A Long Term Bear Market

"He's going to have to manage an orderly transition where Microsoft takes what's fundamentally a successful desktop product and moves it in bits in pieces to the Web--cannibalizing itself without shooting itself in the foot, and insuring that it isn't cannibalized by others, " Helm says.

FORBES: Magazine Article

It has only to look across the water to Europe to see how failure to manage the withdrawal of stimulus in an orderly manner can push economies back into recession, making it that much harder to tackle the ultimate goal of lowering government debt.

FORBES: Markets Can Handle Anything, Even A Sequester