While bricks-and-mortar retailers only have to decide whether to accept checks and major credit cards, e-commerce is open to all sorts of other payment possibilities--including e-checks, PayPal and transactions in currencies other than the dollar.

FORBES: Magazine Article

So, if you are looking for the real driver of the market action, you can forget about the headlines for now and simply focus on the action in the dollar. (And for those currency-challenged sorts like me, the UUP provides a nice proxy for the action in the greenback versus a basket of currencies).

FORBES: The Jobs Report Is NOT Pushing the Markets Higher Today