The markets have kicked off September with a reprise of the swoon we saw in early August, making it clear that investors are not quite as sanguine as the politicians would like in this election year. Bad news from the jobs reports is fueling fears that a recession could be on the way; the July numbers included a downward revision of more than 800,000 for the past year, and the August numbers missed expectations, coming in barely at maintenance level. The commodity markets are also down in recent