Kisco Capital, LLC analyst Paul J. McCarthy III, CFA breaks down what he's watching in the September Set-Up commentary.

Kisco Capital is a registered investment adviser. The firm advises investors on how to protect and allocate capital in stocks, bonds and commodities based upon the business cycle and the macroeconomic environment. The firm acts as a personal portfolio manager to customize a portfolio that fits your risk profile. The firm also has the ability to manage your account on a discretionary basis, so you don't have to direct the timing of every buy/sell decision. Email Paul McCarthy (paulmccarthy@kiscocap.com) to get a copy of the firm's brochure at no obligation.