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

CNBC Investing Club morning meeting.

This is a really interesting morning because my colleague David Faber positive question

after I talked about some of the positive going on saying, well what could derail this if

Jim you're so positive?

Now I don't, I want to focus this only because the market, once again, is just doing incredibly well. And I don't want to fall prey to the notion that we're just permibules. I mean, is that, of course, it's possible that Netflix reports a bad number, possible that Amazon guides down, it's possibly to be a flare-up in inflation. At the same time, Jeff, it is probably clear that the bulls are in charge and the bears are folding.

Yeah, and we are seeing comebacks in other areas that have significantly lagged looking at areas

in health care. Remember, UNH had a big drop a couple, a month ago after the Goldman Sachs conference where

they warned about a higher than MLR.

Well, now that stocks higher than what it was at the Goldman Conference.

Elevance Health, another health insurance report today.

Which, Elantham, very big company.

Up 7%.

We're seeing that in Humana today, bounced back as well, up 3% in change.

And it's entirely possible that Humana is not as good because they had more medical advantage, they have more older people. Yes, of course. At the same time, UNH making this comeback has made people feel like, wow, maybe we sold that group too soon. Carvana, which I have on tonight, once again, a company that was given up for dead $3 in December of last year, now raise

on the basis of mean people who take it up because it was about 40% short. Now they do an equity

offering, they reconfigure their balance sheet, and it comes back. These are back from the dead stocks.

Banks selectively too, right? You had Morgan Stanley, big day, 6% yesterday, up another percent today. Wells Fargo's had a nice post-earnings reaction as well.

People were chatting at me when I said that Goldman Sachs, the return on investment, the return of equity wasn't great, but there's a lot of one times in there.

And people feel are going to come back to Goldman and say Goldman's gotten cheap one of the reasons why is because there are green shoots we have

IPOs coming and they're coming to a premium and a little more difficult

and I deal with Jonathan Canner who's the sister general for antitrust or

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