Nearly 24 hours after Treasury Secretary Timothy Geithner delivered what was supposed to be the Obama Administration’s comprehensive “Financial Stability Plan,” the overall consensus among market analysts, economists, and the media alike was that the address was regarded as an overall failure.

The stock market’s reaction to Geithner’s speech yesterday (the Dow dropped nearly 400 points) reflected a serious let down, brought on by the market’s anticipation for a plan of action. Instead, what we all got was a reminder of each problem the economy is facing, without any detailed strategies to fix them. The days leading up to the speech distorted the marketplace by providing a false sense of anticipation that fully-formed plans were ready to be put in place immediately.