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

CNBC Investing Club morning meeting.

Let's get into the movers, the earnings reports of the morning that start off with Black

Rock, a big top and bottom line bead, $13.16 EPS versus 1221 expected.

The biggest standout to me, 12% annualized organic

base fee growth. That's an acceleration from the third quarter. It's back-to-back quarters

of double-digit growth. And my standout is the 10% boosted the dividend when they've

been doing 2%. I spoke to Larry Fink this morning. He is the most bullish. I've known him for a very, very long time.

He's most bullish.

That div increase was the high since 2021, as you point out.

342 billion of net inflows in the quarter, much better than expected.

They've added 2.5 trillion of net inflows over the last five years.

Just extraordinary figures.

Asset under management crosses $14 trillion.

And by the way, this year is going to be the first full year where they integrate all those acquisitions they've been making.

GIP, global infrastructure partners, HPS, Psequence.

So a lot to look forward to.

I know heading into the quarter, we sold some the other week, we were saying maybe this is going to be make or break. Does this make it for you? Now I do want to point, first of all, the sale was a good one actually. 1120 so it's 20 dollars higher I want to point out that there had been this thesis

yet by the way Calan is just down there the thesis was you know what these are all the

same our state streets the same and Banking New York is the same. They're not. It's very obvious that there's technological superiority here. It's very obvious that they have a greater menu. Very obvious that they're an international company. Very obvious that Larry Fink is now the king, and scale matters. 14 trillion matters.

I really like their infrastructure.

I even ask about Venezuela.

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