The seven largest names within the S&P 500 have accounted for nearly all of the year\u2019s gains. Is that a sign of strength or weakness for your money? Trivariate\u2019s Adam Parker and Requisite Capital\u2019s Bryn Talkington give their expert takes. Plus, star Wedbush analyst Dan Ives breaks down what he is calling \u201cthe new safety trade.\u201d And, Jim Stewart of the NYT weighs in on the latest shakeup at Disney.