Evidence Investing

Here's a clue: 

From Econobrowser:

"Congress seeks more information on health care charges AT&T announced last week that it would charge $1 billion against its earnings as a result of the recently passed health care bill. Other companies also announcing charges include Caterpillar ($100 M), John Deere ($150 M), and MMM ($85-90 M). Analyst David Zion of Credit Suisse estimated that S&P 500 companies will rack up a combined $4.5 B charge.

While $4.5 BILLION dollars is small potatos for the government, I wouldn't want to hold stocks that are facing this kind of write down...  Well, it seems unavoidable now.