This post appeared earlier today on RealMoney . Click here for a free trial, and enjoy incisive commentary all day, every day.The bad stuff is in the market. It just has to get more in. That's all. That's the conclusion you have to reach when you see companies like Terex ( TEX), which is valued at only a billion and a half dollars, or Joy Global ( JOYG) at $2 billion and change or McDermott ( MDR) at $3 billion.