Markets are down more than 2%  as oil prices continue to slide (West Texas Intermediate is now down 5% on the week and Brent crude is down 6%), another case of Ebola was found in Texas, and the economic data disappointed on retail sales.

The 10-year bond yield is now at 1.91%, which is probably the biggest surprise of the day. In addition, the S&P 500 has now given back all of its gains on the year as sentiment continues to worsen.

We've been buying into the pullback over the last few weeks and will continue to move around our positioning, finding companies that benefit from lower interest rates and lower oil prices, that have attractive dividend yields (more competitive than bonds) and offer high-growth stories.

We've been focused on more U.S.-centric companies vs. international, but some multinationals (energy, industrials) have been hit especially hard and offer good long-term value.

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