we have the director of tjm services, an options action contributor, and ron shaw of the global private equity firm gena ventures and bringing up the rear is art hogan, managing director at jeffries. since you are the last, the last go first. art hogan, do i need to be worried? >> tyler, it's interesting. you don't need to be worried. you need to be worried, it's august. we had a 50% move off our lows, we come in and have had a modicum of confusion and certainly a modicum of concern over the consumer, and certainly what the asian picture looks like. two pieces of economic data out of japan and china overnight that we're concerned about. remember, japan just came out of a recession. they have actually put a positive gdp number on the tip, not as strong as we thought. the biggest concern is the consumer, a lot of data out of the consumer. last week walmart making the bottom line lows, and home depot tomorrow. so we're concerned how far we have moved in a short period of time. and the market is taking probably what would you have to characterize as a healthy pullback, and what's probably g