Jim Kramer here to share a short preview of my take on the market from today's members-only

CNBC Investing Club Morning Meeting. Join the club for full access to the morning meeting every day

at 1020 a.m. Visit CnBC.com slash morning take to sign up today. That's one word morning tape. A lot of notes on the banks

today ahead of earnings. We mentioned Goldman Sachs. There was a note by Jeffreys. They lowered

their price target slightly. Still 1,049. They maintained the buy. Says the war should be positive

for trading revenues. We talked about that.

There was also a couple on Wells Fargo. Goldman actually raised its price target to 96 and 93. And you got a nice moving Wells? Yeah. Another one we were nibbling on in the six. What's interesting is, look, we're nowhere near where we were. Okay. Yeah. There's a, among some stocks, some cohorts, there's just a

sense, you know what, look, that these are, these are not Iran stocks. I mean, this is just something

which is, if you think that consumer confidence is coming down, then you have to trim. Now, we're

trimming some Goldman because Goldman got too big. Yeah. I don't feel that down 12 then you have to trim. Now, we're trimming some Goldman because Goldman got too big.

I don't feel that down to the portfolio that we want to sell wells. It just doesn't make

sense to me. Yeah, and well, Goldman-on-well say it's one of the better positioned names into

earnings within their coverage, rate cuts coming out of the forward curve. So that could be because of maybe the labor market doing a little bit better this past month

or also the worries of inflation after the recent oil spike.

But anyway, the rate cuts coming out, that could be positive for their net interest income.

And then Capital One, price target lowered at Barclays,

226, but it's one of the stocks they say they favor into earnings. Now, this again is probably

the worst in that right here, you had a lot of analysts take their target price up.

$250, $275, $287, where Barclays was. And then the next thing you know, it goes down here.

And that's when they cut the price target.

Now, I think it's not really as valuable, of course, is it that they cut it here.

I do think that there's still no talk about the comment, about what the amount of cash flow

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