Investment consultant David Darst says 1 of 3 things, or a combination thereof, is troubling the markets: a potential recession, a financial 'accident' somewhere, or a breakdown in the confidence in global authorities to manage catastrophes. He goes on to say a recession will come about if The Fed tightens, if inflation soars, or if China's 'psychological' impact is too great to bear and overwhelms the markets. "This is an irrational world," he concludes. Well said.