Updated from 10:42 a.m. EDT
Who are they exactly? You can't know their names. They don't have names. That's part of the mystique. Besides, you don't need names as long as it's tradable. They were at it again today in The Wall Street Journal, this time talking about how the stress tests the government is conducting on big banks found that Citigroup ( C) and Bank of America ( BAC) might need to raise more capital. Shouldn't be surprised, I guess. These haven't exactly been the best of times for Citi and BofA. Personally I wouldn't have minded waiting a couple more days to hear this. Didn't we have enough to worry about with the swine flu, for goodness sake? We knew this was a possibility for any of the firms getting examined, though we weren't supposed to know until next week about the banks that might have shortfalls. This happens sometimes with the people familiar. They love to talk. They just get excited. It's not their fault. It's their nature. Aside from GM ( GM), which was down 9% a day after it's rally, those two banks were the worst percentage decliners on the Dow. Citi was losing 5.2% to $2.91, and BofA was off 8% at $8.21. The other financials were down, too, however it was by a good amount less. JPMorgan Chase ( JPM) was lower by 0.1%, and American Express ( AXP) was weaker by 1.4%. Lately, the DJIA overall was up a little, tacking on 14 points to 8039, thanks to some help from a less-gloomy consumer confidence reading. Glad it's not Monday.