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

Boy, this is one of those weeks. I am so glad it is over. It's been two brutal weeks.

It finishes with a bang, which is what I would call a softer than expected unemployed number, the non-farm labor with only 175,000 jobs, people

thought they'd add 240,000 jobs.

This is basically the kind of number that you need that says the Fed is doing its job.

Yeah, the market likes the soft number.

You mentioned the miss on jobs, first myths in a while.

You had a negative revision as well 22,000 unemployment rate

ticks up to 3-9 so you know getting closer to 4 and wage growth was up but a little bit soft

a dip year-over-year from versus last month and so in reaction you had bond yields at first they

shot down below 4 or 5 I think we're kind of stabilizing a little bit higher than there. And, you know, that generates rallies and anything tied to interest rates. So you had the Stanley Black and Decker's bounce, some high yielding stocks bounce, anything tied to financing, like solar stocks rally as well.

So let's talk about the the stanley

buck and decker we own this stock as part of diversified portfolio that would make it so that

if we did get rates down we would have something that is going to react well um this is

is down now this should be this should be bought right here um because at the end of the day i think

that well right now i mean there's a lot of. I do believe that there are people who want to blow out of it thinks that, you know, it's a kind of unsteady basis because of like our people are in there. Take advantage of it. Down 13% for the year with a really good deal. It's what you buy. By the way, a best buy similar. That's another one that we put in because we bet that at the end of the year, the ratio is going to be lower, and that's a big winner, that's going to be a big winner too. So both of those work. Now, but I need to talk about Apple. Yeah. Because Apple's one that we have said, own, don't trade. And one of the reasons why we came up with that,

very specifically was because there are always these surveys

which indicate that Apple's doing poorly here,

doing poorly there.

And I am saying that the surveys are almost always wrong

because Apple confounds people.

They move things.

...