How does a 'safe investment' turn into a big risk?

Mike Armstrong and Marc Fandetti are very confused by the weather this summer. Why are chinld-care prices rising at nearly twice the rate of overall inflation? Babies at bars and Michelin-Star restaurants? Not everyone is on board. Hawaii fires turn a safe investment into a big risk. Apple buying or partnering with ESPN is a 'No Brainer' to one Wall Street analyst, and 'much more attractive' than a full Disney acquisition. Paul LaMonica joins the show to chat about TJX's stock surge.