Dylan Ratigan hosted CNBC's "Fast Money" show Tuesday night. He kicked the show off with a discussion of the selloff in the stock market today. Pete Najarian explained that everything that worked Monday gave it back today. He said it was interesting that the volatility index pulled back late in the day.Jeff Macke said he was shocked to hear that people were buying back into the global growth story. He said he shorted the global growth names through the S&P 500 at the open. Ratigan brought up the improvement in the credit markets for the third consecutive day. Karen Finerman says "three days in this market is a huge trend." Guy Adami said the credit markets should improve each day. Macke says "we will know that the credit markets are getting better by themselves when traders take the credit spread off their screens, and when Ben Bernanke stops talking on TV." Ratigan mentioned that Apple ( AAPL) and Yahoo! ( YHOO) reported earnings after hours. He said Apple was ahead of expectations but the guidance was lousy. Najarian said he was impressed with Apple's record Mac sales. Adami said look for a 100-million-share day to signal a capitulation bottom for a trading opportunity. Najarian said VMware ( VMW) reported great numbers tonight and said investors should watch EMC ( EMC) tomorrow. Ratigan moved the discussion to the weak numbers reported by big industrial names such as Caterpillar ( CAT), DuPont ( DD) and 3M ( MMM). Adami said he would rather buy Caterpillar and sell 3M at current valuations.