The macro picture might be putting a damper on guidance for some companies, but depressed valuations and climbing cash balances mean as the macro picture clears up, money could come back into the market in waves.

Jason Moser and Matt Argersinger discuss:- What Brian Niccol will need to do to turn around Starbucks as CEO, and how Chipotle will handle the departure of their superstar executive.- Earnings updates from Home Depot, Walmart, and Brinker. - Warren Buffett’s latest buys – Ulta Beauty and Heico – and what Berkshire and other smart money’s rising cash hoards might mean.