Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of executive headhunter Korn/Ferry International (NYSE: KFY) fell as much as 12.4% in heavy morning action.

So what: On the eve of a presidential job-creation speech that left the markets cold, Korn/Ferry also reported a set of analyst-pleasing first-quarter results. Share prices hardly budged on the earnings report but plunged after Obama's speech.

Now what: The Dow Jones Industrial Average (INDEX: ^DJI) took a 2.8% plunge today in reaction to disappointing showings by Obama and Bernanke, but the human resources industry fared much worse. Korn/Ferry was the steepest dropper, followed by a 6.4% plunge for Kelly Services (Nasdaq: KELYA), a 6.2% swoon in ManpowerGroup (NYSE: MAN), and a 5% fall on Heidrick & Struggles (Nasdaq: HSII). These are difficult times for any job-search specialist, but hey -- I hear there's at least one high-profile talent search going on in Sunnyvale these days ...

Add Korn/Ferry to My Watchlist.

Fool contributor Anders Bylund holds no position in any of the companies discussed here. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool is investors writing for investors.