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Never let it be said government data - and the market's response to it - isn't interesting. We got a surprising drop in the unemployment rate with this morning's report from the Department of Labor despite the fact that job growth was fairly anemic last month.

Like we told you in yesterday's newsletter, we weren't looking for anything outside of the recent range between 150K and 200K for the new-jobs number from the DOL. We ended up with 169,000 new jobs last month (or 152,000 new private-payroll jobs). That was, however, enough to whittle the unemployment rate down to 7.3%, suggesting progress that I frankly don't think the market was expecting so see.

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No fanfare today, as we've got too much to get through. Let's just dig in, starting with a glimpse of what's going to end up being the most important economic news for the week.

Employment Numbers as Mediocre as Expected, So Far

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Welcome back, everybody. We trust you had a nice Labor Day weekend. It's time to get back in the saddle though, so...

What a day! The market was up more than a full percentage point early during Tuesday's trading session, celebrating news that military action in Syria would at least be delayed a week while waiting for Congress to reconvene. I have to think at least part of the rally was also fueled by assumptions that our armed forces may not step foot in Syria at all. When it was all said and done, however, the euphoria faded pretty quickly and stocks lost a ton of the ground they had gained early in the morning.

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The wild ride continued today, with the bulls following through on yesterday's modest advance this morning, but struggling to hang onto those gains by the end of the day. Like we told you yesterday, there's room for the market to climb even further without actually snapping back into an uptrend. The market proved again today it's not ready to be bullish.

We'll look at the chart in a second. First I want to deliver what I promised to you earlier in the week... a bird's eye view of how the market's key sectors are valued and growing, and perhaps just as important, how the key sectors are poised to perform.

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You know, while it's as clear to me as it probably is to all of you that Syria was the media's hot button today, there's something else equally important I want to point out to you.

Remember earlier in the year when we named a handful of theme-based, investment-worthy ideas? One of them was 3D printers, which prompted us to put 3D Systems (DDD) front and center as a trading suggestion. Good thing we did too, as the stock soared 50% over the next three months. But, we closed that trade as well as the industry-wide bullish call out in late July, feeling like it had run its useful course.