Glad to hear someone thinking rationally about the markets for once. 

Volatility hits our portfolios every now and then and creates some temporary negative returns in certain holdings, but it also creates opportunities to get into names (or add to current positions) at a deep discount.  You can't buy low and sell high unless the market has these periods of volatility.  We are all well aware that the U.S. is in a mess right now.  Having cash to buy some beaten up stocks presents a real opportunity over the next month or two.