I guess 'the Street' didn't like Bush's speechifying too much.
I remember during the 2000 campaign and post-election fiasco, the liberal media would attribute daily fluctuations in the Dow as a response to favorable campaign news for Gore (if it went down) or favorable campaign news for Bush (if it went up). Not that there usually was any real news of this type.
Someone with way more time on their hands than me (well, if you compile the data I'll do the rest!) should look at the DOW's response to Gallup's tracking poll from the last campaign and see what the reality is.