I've heard this also. I think it was from Kudlow, or someone from Hoover Inst. on Bachelor. The "Filthy Rich" /s/ (and not so filthy rich who pay attention to their portfolio's), are all set to dump most of their stocks on the 12/15 if the tax rates revert to the pre-Bush numbers, resulting in a hugh crash.
If that scenario played out, Obama could blame the Republicans for the crash-(because he has the Bully Pulpit and the MSM would endlessly parrot his screed) and letting 2 million Americans suffer in the Christmas season with no unemployment dough.
A nice start to the year for the new Congress. /s/
Nothing is in stone yet.