Simon discusses the significant outperformance of large growth stocks, namely Technology names, over the more economically-sensitive stocks in recent months. Relatedly, he also comments on the significant underperformance of the average stock versus the broad market averages and how much of the market has already corrected from the spring highs. Understanding what growth slowdown risks have already been discounted by these divergences could create opportunity. He updates the buy case for Costco (COST) and Disney (DIS).

This week Chase looks at what's been unleashed on the markets recently and why he's not worried despite the challenges we're facing. However, why this is a rehearsal for a lot more to come in the near future.  

On today's show, Chase looks at the case of the Chinese real estate investment debacle and takes us through the history of Long Term Capital Management's failure in 1998 and the similarities for investors. Also, an update on Disney's quarter and the case for Merck.

Ann follows up her July review of Social Security with a similar overview of Medicare. How do you become eligible? When should you take it? How much does it cost? How does it work?  

Simon discusses the four most salient stock market concerns, the "four horsemen," which may not be as negative ultimately as consensus expects: inflationary supply chain disruptions, higher corporate tax rates, slowing growth, and potential Fed tapering. He also looks at Apple's recent court ruling and makes a case for Amazon as currently attractive.

David discusses what to consider before investing in the real estate market and covers the latest economic news we are following.

Simon updates on the current environment,  looks backs at the various market phases over the past 16 months, and what WIG is most focused on going forward. He also takes a look at Commodities, U.S. Stocks, and U.S. Housing and asks if the case for them being asset "bubbles" has merit. He adds some color on the recent price drops in ABBV and STZ and how they are still buys.

Today we examine the numerous disappointing economic indicators coming out of August and what it may mean for the rest of the year. Also though, why it's a positive for the stock market and why we're still bullish.

On this week's show, we look at a bunch of leading indicators from August and examine if the economy is strong enough to fly on its own. Then, we talk about the Fed tapering, what it is and how much it matters. And, we look at what could happen to stock prices if we return to recent valuation levels. Also, the quarterly results from Broadcom and a speculative name to discuss.

Simon sees value in the Industrials where investor outflows, reduced expectations, and reasonable valuation multiples have created some good opportunities. He stresses selectivity, however, and makes the case for owning CAT, FTV, and GNRC. He also discusses some credible fixed-income investments in a low-interest rate world. He highlights senior bank loans and preferred stocks as potentially attractive.