glenn kalman will be here throughout the show. robert, i want to start with you, you know a lot about what is going on in china. netflix holding onto gains made earlier in the day. facebook, all ending in the green. google ending slightly down. why is tech doing well but not as well as the broader market? guest: the situation in china is something that is just coming to the forefront with liberalization of the currency. there has been a tinderbox brewing. the length of the dollar has been a juggernaut. with the economy slowing and moving to liberalize the currency, it has created a huge imbalance. the backdrop of the falling stock market and slowing route has been underling for the markets. emily: you say now is the time to buy. why? guest: the fundamentals are disrupted from the markets. there is no single news item that is jolting -- that should be having this kind of a jolt. when you see other periods, where you have this massive spike in volatility and quick selling, the market tends to snap back relatively quickly. what is im