they like energy companies, names like eclipse resources, jones energy and rsppermiam. small caps can be volatile, most of the earnings come from domestic incentives. the federal reserve begins to tighten its monetary policy. >>> and more about what these big market gyrations make for your money, he is the global chief and strategist at black russ, welcome, good to have you with us. i don't mean to put lipstick on the pig of a day, but it occurs to me on a day like today, the investors have a lot of advantage, they're not graded every day or quarter. they don't have to do anything. >> i think that is right. and honestly, in the near term we might see additional weakness. the market is adjusting to an environment in which the fed will be less accommodating. and if you're not a federal manager you're not quarter to quarter and if you're comfortable sit tight. look for bargains which this market may present. >> but russell, why are these big moves back? you know, one day up by triple digits, another day down by triple digits, why are they back and are there more to come? >