Jim Kramer here to share with you a sample of my take on the market from today's

CMBC Investing Club warning meeting.

Here's something that people aren't talking about.

The Treasury decided to not sell a lot of longer dated paper.

We have interest rates really plummeting.

When you have interest rates really plummeting, whatever you think is going to happen in the market

is going to have a rosier hue. So even though things were down very badly at between 4 and 5 AM, they've kind of moved up except for some individual stocks that we'll talk about. Sure, absolutely. And then you did have on the data side, ADP, private payroll, a little bit better than expected. That sets up ahead of the job support Friday.

And then ISM service is softer, but the price is paid well below estimates. So that might be another

reason why you have the 10 year around 4-4-2. Remember, that was the bugaboo of the market.

So therefore, it's something that really hurt the market that is not hurting the market needs to be

talked about.

Yeah.

Because people at home have to recognize that's ultimately what people will be talking.

And we always, we constantly talk about yields in the frame of also mortgage rates, right?

Which is a big part of the economy.

You need to get the housing market going.

We could jump ahead a little

bit. We did buy some Home Depot yesterday. Exiting, using some of the proceeds from the Stanley Black

and Decker sale that we made yesterday ahead of earnings. That should just be bought. This is a measurement

of the bonds. I wish we could buy more. It's above our basis. Yeah. Yeah, certainly. But why don't we turn into some of the big earnings movers of the day?

Starting with Alphabet, small revenue miss was a very small earnings beat, but the concern here is that they're spending so much on the cap-backs,

forecasting 75 billion in 2025, estimates were less than 60 billion, but they're just not seeing the big revenue growth acceleration from it.

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