There's a new cause for concern when it comes to the staying power of stocks. Goldman Sachs Asset Management's Gurpreet Garewal makes the case for fixed income. Plus, Netflix is on a roll thanks to a big boost in subscribers and its password-sharing crackdown. Annadale Capital's George Seay gives his expectations for earnings today. And, TSMC has grown profit for the first time in a year. Wedbush's Matt Bryson details the quarter.