Let me see if I have this right:

Investors dumped stocks today (to the tune of a 634-point drop in the Dow Jones industrial average) because Standard & Poor's lowered the nation's long-term debt rating.

And what did these same investors buy with the money they moved out of the stock market? U.S. Treasury notes.

In other words, investors who are in panic mode because they don't trust the financial health of the United States are "protecting" their money by investing in ... THE UNITED STATES!

Yeah, that makes sense.