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I want to scare you: For those constantly looking for the stock market to blow up, here is a dose of helpful data that suggest a pullback is imminent. According to a new note from Goldman Sachs (GS) - Get Free Report , elevated single stock volatility hints at a 0.8% drop in the S&P 500 over the next two weeks. "Earnings-day moves increasing in the U.S. and globally is evidence of increased uncertainty in the equity market," wrote strategists John Marshall and Katherine Fogertey. Get ready to go all in on gold and hop into the bunker you built in 2009 ...

Buffalo Wild Wings is not worth $2.3 billion: One of the fun parts of having a newsletter is you can basically say anything you want. So here is the bottom line on Buffalo Wild Wings (BWLD) after it reportedly received a $2.3 billion bid from Roark Capital: The restaurant chain may be worth half of that. Why? Well, (1) the brand is too reliant on sporting events to drive traffic; (2) the concept is not friendly to the millennial driven shift to on-demand food ordering (it's no Starbucks (SBUX) - Get Free Report ); (3) the concept has never been able to deliver a strong menu beyond wings, which is an inhibitor to driving strong returns from giant restaurants. And hey, the wings need to be better, too. 

General Electric, day two: The general thinking on Wall Street after GE's (GE) - Get Free Report investor day is that new CEO John Flannery didn't do enough to support an against the grain bullish call on the stock. Although 2018 is shaping up to be painful for GE, you have to think the news flow can't get any worse. The dividend won't be cut by another 50%. Oil prices have rebounded. The global economy is growing. GE isn't a failing business like Sears (SHLD) . Now would be a good time to give your financial planner a ring and see if it makes sense adding GE here under the thesis: It just can't get any worse.

Home Depot is a beast: Yet another tip of the hat to execs at Home Depot (HD) - Get Free Report -- what this company continues to put up sales wise is beyond impressive. The company's third quarter received a nice lift from hurricane rebuilding efforts and the ongoing reinvestment by people in their homes. It pays to have an Amazon (AMZN) - Get Free Report -proof business model. Now just waiting for Amazon's $250 billion bid for HD to hit the wires ...

What's Hot

Walmart, Walmart, Walmart

Ahead of Walmart's (WMT) - Get Free Report third-quarter earnings later this week, shares of the retail giant are hovering around an all-time high (chart below). That's insane considering the powerhouse that is Amazon. The market believes Walmart could not only thrive in an Amazon world, but beat Amazon at its own game. To make good on that promise, Walmart will have to make one -- or several -- game-changing acquisitions. If you have any ideas on who Walmart should buy hit me up on Twitter @BrianSozzi.  

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Starbucks and General Electric are holdings in Jim Cramer'sAction Alerts PLUS Charitable Trust Portfolio.Want to be alerted before Cramer buys or sells SBUX and GE? Learn more now.

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