Zuma Wealth's Spath: Investors are scared, without much real reason for it

Terri Spath, founder and chief investment officer, at Zuma Wealth says it is understandable that investors are nervous with a lot of geopolitical worries and headlines on top of a market winning streak that can't go on forever, but she says that a strong earnings outlook, a healthy economy and the market's hot start to 2026 have her constructive and positive on the year ahead, expecting more good news without the negatives of recession or a bear market. She is urging clients to go back to basics to calm their nerves, noting that the market is going through a sharp rotation away from a few leaders to a broader outlook where investors will benefit from diversification and patience.

With Valentine's Day ahead this week, David Trainer, president at New Constructs, eschews the usual worrisome pick for The Danger Zone, and instead goes for something much sweeter, a home-building company that he says is particularly attractive now.

With jobs and inflation data on tap for this week — and the stock market coming off a big downturn in software stocks — Vijay Marolia discusses investors' nerves and how some might be letting headlines get in the way of good long-term buying opportunities in software, and whether they will be distracted by the jobs and inflation numbers released this week. Plus, he delves into "bets" versus "predictions" and more in "The Week That Is."

Plus, Chuck digs in deeper to his Super Bowl jinx -- the trend he has identified in companies that buy Super Bowl ads within seven years of their initial public offering -- to discuss which companies from Sunday's big game might be losers in the market moving forward.