In this week’s market video, Paul Goodwin of the Cabot China & Emerging Markets report looks at the fragile state of the markets, which have been damaged by some high-profile misses during earnings season and a lack of economic good news. It’s a good time to keep a significant chunk of cash on the sidelines and restrict your buying to well-known, liquid leaders that have weathered their earnings reports in good shape. He examines at a few of those, plus a high-profile loser or two.