The Wise Investor Show

Simon discusses what we have learned so far from second quarter earnings reporting season. Things set up well for a market pause that refreshes rather than a sharp market downdraft. He talks about some of the regulatory and anti-trust scrutiny facing large cap technology stocks and how they might portend a market leadership shift. He then highlights the strong earnings reports from SHW, V and NOC and has a thought or two on how corporate debt is not as burdensome as has been reported.