later we'll be talking with steven england, one not to miss.ing cnbc. >>> good morning to you. let's get to today's must reads. and the wall street journal this morning, what's going on in markets. five theories to explain the chaos. devaluation. the global slow down and oil, all five explained with very good charts. well worth a look. the fifth, which is the one i want to bring up, exposure to suffering wealth funds. some of those stocks which have high exposure, particularly the nasdaq, interestingly, 18% ownership, perhaps a reason why we've seen such sharp selling, because they just have to sell what's liquid as opposed to perhaps the things they should be selling. >> it's something we've heard all along through the selloff. we asked on twitter what was concerning you most today. a majority of people actually responding, thanks for the responses, saying recession, but we also put out there, yellen, testimony yesterday, testimony today. european banks, which are bearing the brunt of the selling, oil, which a lot of people are voting for as w