Summary: Simon discusses how most headlines are uninvestable, but that this week's economic readouts were salient and worth paying attention to. He also talks about the Millennial Generation and how they are particularly vulnerable in the event of a more significant economic downturn. However, their return expectations may be unrealistic and they may not know to what extent they need help. Simon also makes the case for BWA and FDX as long-term value plays for patient investors.
