Comments from Buffett/Berkshire ("biggest shareholder of Moody's") and reports of other large funds' views:
http://www.bloomberg.com/news/2011-08-06/buffett-says-s-p-s-downgrade-mistaken-still-doesn-t-see-another-recession.html
And from S&P themselves:
http://www.bloomberg.com/news/2011-08-07/s-p-s-beers-doesn-t-expect-much-market-impact-from-downgrade.html
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