how do we put these things together? let's ask market watcher, melissa armo and teddy wiseberg. i'll never forget years ago when it was worse than this. i said what are you doing? he said i want another seat. so in the teeth of death, you faced it bravely. should we do the same thing again? >>'s seen so many near death experiences, charles, that after a while, it gets boring. the fact is, it hurts every time. unfortunately you never learn from your mistakes. you know, i'm not sure where we are here. but clearly this is in a big sense, the case of sell-out in a good news, buy in the bad news. the good news the economy is doing fine. what are we going to do for an encore? we're faced with rising interest rates. a lot of geo political and domestic unknowns. plus, the mid-term election.