Kabuki, I Tells Ya

Pull back the curtain on the AHIP (insurance industry) report, which blasts the Baucus bill just a day before his Senate Finance Committee is due to vote on it, and you get all kinds of speculation.
TPM is closely tracking, but in the meantime, consider this comment:

Nate Silver has an interesting observation that may play a role in this "report". Insurance company shares are down an average of more than 11% since Labor Day. In dollars and cents, that's $10B in lost value. In a month and a half.

Over the same time period the S&P500 is up almost 7%, so the insurance companies underperformed the stock market as a whole by some 18%.

Nate Silver runs 538, highly respected liberal polling blog.