>> stock traders aren't your most insightful bunch. they trade off of headlines. to offense to the other guests. you've seen the headlines, you've got some net positive headlines today to trade off of. i would say when you add up the stuff you have to be worried about going forward, gdp growth not so great, pretty lame. corporate earnings coming down. still positive, but, you know, not as good. >> still growth. >> still growth, but maybe the tallest midget in the room type of growth. and you have a slowdown in the global economy. i'm not saying blow out your portfolio. but if you're an average investor, be cautious here. >> fair enough. what do you make of that? >> that's the reason we're here, the reason we had that pullback, that profittaking. let's take a look at the big picture. the market bounces back every time there's a selloff.