charles evan says pering to be in next month so what does this mean for your investments?he chief investment strategist. welcome back to e show, sir. next month is september, my friend. i barely have time to change things around it do you believe that? >> september is one of the worst months for the market in terms of the equity market and it would not surprise me. we have not had a significant pullback all year, and i have said this on your show a number of times, at some point we should get a pullback. gerri: we had it earlier. i would prefer the market went straight up. a cleveland fed president had to say, i take these recent improvements in the labor market is evidence the economy is on firmer footing in light of the progress and if it remains on the stronger path that it has followed since last fall and i'll be prepared to scale back the monthly pace of asset purchases. get ady to make a change because here it comes. what do you hear? >> her vieis still in the minority on the fed because if it were the majority that would have been happening by now but will be intere