Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says we haven't had portfolio disruption yet but he think it's to come. Doug Kass, Seabreeze Partners President, says the lesson learned in this week's liquidity event is that history rhymes. Paul Sweeney, Bloomberg Intelligence U.S. Director of Research, says Twitter is not a growth story but it is an engagement story. Admiral Stavridis, Dean of Fletcher School of Law and Diplomacy, says a military parade is not a good deal for troops.