Earnings strength is a surprise "not only to me, but to markets," says Ted Weisberg. He outlines what he calls a "terrific" earnings season and the crossroads the market now faces with a growing importance on geopolitical impacts. Ted notes the airline stocks as a long-term trade and why he's perplexed by stark outperformers like Intel (INTC). He tells investors to look for "mundane," value-oriented stocks to serve as a counterbalance to tech.