Bikeman, I think you're exactly right. My thought is, certain investors (who like to trade) were expecting ribeye and got top sirloin today. And the volume was relatively light during the price decline.
Not convinced we're tied to the general market, though. Stocks that are, move almost in lockstep (they are tied via electronic trading programs) especially with dramatic moves like today with Powell's comments. Our surge began about half hour to an hour later.
I, too, look forward to tomorrow's webcast. I'm hoping for a nugget or two from that.