Jeff discusses the employment outlook for the economy.

Jeff discusses market expectations.

Jeff discusses currency headwinds.

Jeff Markunas discusses how Europe is affecting the second biggest software maker in the United Sates due to the dollar's gain on the Euro.

Jeff Markunas discusses the promotional strategy used among the home improvement retail giants.

When discussing market sentiment, Jeff Markunas argues that the market is looking better in the near term because it will continue to correct itself from the low that was reached during mid-July. He prefers the tech sector because of the attractive valuation and the ability for earnings to come through despite a global economic slowdown.

Jeff Markunas anticipates U.S. industrial companies to report higher than expected earnings due to factors that make them more competitive to rivaling companies and lack of exposure to financial services. The Fund holds several U.S. industrial stocks that are expected to have large increases in earnings per share in the near future.

Jeff Markunas expresses his confidence in technology. He believes that people are skeptical of the growth prospects of tech since the dot.com bubble, but he anticipates that the developing overseas markets will be responsible for future growth.