From a blowout quarter at luxury retailer Michael Kors to Dollar General's plans to open 700 stores in 2014, there are some bizarre things happening in the U.S. economy during an alleged economic recovery. Friday's nonfarm payrolls report is just one number and it doesn't tell the whole story of why some families are doing well and others are doing worse. Brian Sozzi and Nicole Urken detail what they are looking for when the jobs number is released.

At the time of publication, Sozzi was long XXX, although positions may change at any time.

At the time of publication, Sozzi held no position in the stocks mentioned.

Brian Sozzi is the CEO and Chief Equities Strategist of Belus Capital Advisors. He is responsible for developing and managing an equities portfolio of mid- and large-cap positions, in addition to leading the firm's digital content initiatives. He is also a personal finance columnist for Men's Health magazine.

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