here to talk about that is john augustine of huntington private bank. john, nice to see you, welcome. thanks, su nice to see you. >> what did you think of what happened over the past two-week period. a lot of people are saying it is the end of the bull market, beginning of increasedty volati others disagree with that. wheredo you come down o we are now? >> well, what caught our attention was the catalyst t bring us down a week ago friday or so was coming from of strength. it was coming from a better than expected jobs report. that kind o brought all markets down. not just in particular stocks, but commodities, gold, and bonds well with bond yields going up. so that was the first thing that caught our attention. then we all learned about the vix and how it can accelerate to the downside a week ago monday to o, which was a surprise us. so out of that, what our thoug was was once the stock market regained its footing, time to rebalance --again, all markets had kind of come down. so we were surprised by the vix. we knew we were coming in from a position of s