http://m.cnsnews.com/news/article/federal-food-stamp-program-spent-record-804b-fy-2012 (http://m.cnsnews.com/news/article/federal-food-stamp-program-spent-record-804b-fy-2012)this is a link that says from 2011 to 2012 was 87 billion.remember that number.
http://money.cnn.com/2014/02/19/investing/george-soros-market/ (http://money.cnn.com/2014/02/19/investing/george-soros-market/)here you have soros hedging against the stockmarket.
http://www.msnbc.com/msnbc/congress-passes-farm-bill-food-stamp-cuts (http://www.msnbc.com/msnbc/congress-passes-farm-bill-food-stamp-cuts)this article shows a the future budget for the next ten years.
So basically i think soros is thinking because of the ten percent or more drop in the foodstamps will cause a sharp drop in stockmarket.
If this is correct.my guess is it will come around middle of december when the accounting results for the month of november come in.this will hit alot of industries including trucking and fuel.if these companies are over extended and a 10% cut in production comes in.bankruptcies could happen to a few.
Just a theory.