Hey, it's Kramer, and this is my morning take on the market from today's CBC Investing Club

morning meeting.

I have to tell you that there's sometimes at the end of these big weeks, there's kind of almost

an enui, an exhaustion.

And I'm seeing it today because there's some really big news.

I mean, Netflix was fabulous.

We talk about Apple a second.

Mark Express was bad. But in reality, it wasn't bad. It's just kind of like, we're like, I can't take it anymore. That's when you have to steal yourself. There are great opportunities happening right now from people who are just throwing things away because of the tenure. And I get that because the tenure is really important. But I urge people to think when you have oiled down, when you have retail sales up but not based

on price, that's a nirvana moment.

So don't be afraid to stick your neck out and buy something here.

And I know we're overbought.

We're getting close to overbought.

I mean, it's been six straight weeks in the S&P of six straight weeks of gains. So, you know, it's been a fantastic run going to get into the heart of earning season next couple of weeks. I mean, look, a little sluggish today. Yesterday, you had a big up open, and at the end of the day, S&P finished a little bit lower.

So I think some of that's happening.

But you mentioned Apple.

Really good story today.

There's this data from counterpoint research, which provided to Bloomberg News.

iPhone 16 sales in China up 20% in the first three weeks versus 23 model.

So it's obviously very big. China has been a point of frustration for investors, I would say. And it also comes at the same time. Remember, Apple

launched their new phone the same day as Huawei. So it is a good sign of them not seeding share in China. You know, it's funny. You had earlier

in the week, I think it was earlier this week, you had Evercore tactical buy on Apple.

Yes. Then maybe the next day you had someone come out negative about Apple. So we're just kind of in this

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