The Yen's Behavior on Thursday

I think so many people are on one side of the trade right now, they really flipped out Thursday afternoon. I don't think everybody fully appreciated that it was the Nikkei story driving the market lower here. It's interesting how spooked some real uncertainty got the marketplace. Not to me, it doesn't mean that it's time to abandon ship, but it tells me you've got to be a lot more wary because people really do react very, we turn from greed to fear very, very quickly.