Hey, it's Kramer, and this is my morning take on the market from today's CBC Investing Club morning meeting. Now this is a really weird day, okay? This is historically a very positive day. We will be overbought by the day. You know I don't like when we are overbought, but in the interim, let's just give you the little rundown here. Markets are higher, yields are back up again, but what we're reacting

to is retail sales, and retail sales are actually not that bad. Now, the Dow, by the way,

is down a lot because of Amgen. Amgen has a less than competitive drug to our Eli Lilly. I'm

gladly bought some of the earlier. We did not know this is going to happen. Lily also got just,

you know,

the Lillian Novo got the high sign from Medicare, Medicaid, because Biden said it is going to be covered by Medicare and Medicaid. This is a very, very big deal, because now everyone is going to be

covered. Once Lilly gets Medicare Medicaid, then you're going to find that you're going to be

able to get it, and it will be paid for most likely likely, by your insurance. So very positive. But Amgen's not so good. I'm involved with a drug that I've made. And when you have a drug that's a Me Too drug, but it has any imperfections, you can forget about it. And that is exactly where Micron is, I'm sorry, where Amgen is coming out. I want to talk about the semis for a second.

NVIDIA's, you can forget about it. And that is exactly where Micron is, I'm sorry, where Amgen is coming out.

I want to talk about the semis for a second. Invity is up, but Microns down. Now, let me give you the dichotomy here. We are, we're seeing AVI up. We're seeing all the industrial IOTs up.

We are seeing the companies that make anything AI down again. I want people to understand

that I know that Nvidia is starting to annoy people and I say give me a break. Let it come in.

On retail, it's Best Buy. Best Buy did not do a good quarter. They did say that the month, so far the Door Busters, November is good.

But the cadence of what they had from August was good, September was not so good, and October

bad.

No one's going to be buying into the idea that Corey Barry and Best Buy had a good quarter.

I look at it like this.

We have been a seller, seller, seller, seller, seller.

If it got to the 70s, we would start buying back stock because of that dividend and because

Cory Barry did say that AI is selling well the AIPC, up 5%.

I'm not saying it's that all that good, but be aware that I think we can start buying back

our stock in the 70s.

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