economy, earnings, election, tonight's street critique guest is mark watson of keel management. always great to see you. what is the shape of the economy? is this an economy you really want to take investment risk in? >> we actually think this is the time to start absorbing more risk. you see that even in some of the style indices, contrarian strategies are just now starting to do better because of the liquidity that we're awash in and also the fact that i think we are getting job growth, albeit slowly. things are improving. >> tom: that's the economy. the earnings play here is pet >> tom: that's the economy. the earnings play here is pet smarlx a nice rally and gained momentum back in late may when it raised its financial outlook and this friday will be added to the s&p 500 him so what's the earnings outlook for pet smart? >> so we think it continues to be strong. remember, this company has had 7% comps, and languishing economic growth. part of the reasons their competition is so weak. either their debt laid ep or have other organizational issues. so our expectation is that the