I'm Jim Kramer and you're about to hear a sample taken directly from today's CBC Investing Club morning meeting.

Wow, we've got interest rates coming down again, but now people don't seem to care as much.

We had the financials hit very, very hard yesterday, and we had technology bounce while the big consumer package good companies,

which we told you not to buy

yesterday because they were two up, made a switch.

So we had a one day rotation and I typically think with the rotation they don't last one day,

you may get another or two.

Yeah, things especially choppy too because there is still so much confusion around

chariffs. You did have Secretary of Commerce, Howard Lutnik said last night, maybe we can be in the middle

with Canada and Mexico.

He seems to have walked back some of those comments this morning, kind of listening to offers,

maybe a pathway for tariff relief on goods covered by NAFTA, not so sure. Trump seemed to have kind of continued his hard line last night in front of Congress.

Yeah, I mean, people have to understand that his hard line, he's very clear,

is about, I can't worry about the stock market.

I must do this.

That's his hard line.

He will eventually worry about the stock market, but if you're waiting for him, I suggest that must do this. That's his hard line. He will eventually work out the stock market,

but if you're waiting for him, I suggest that you do not, let's say, be cavalier.

You can get hurt here. Yeah, we were talking earlier. No reason to be a hero. I mean, the oscillator

is oversold, so you can look for opportunities. Buying some crowd today. We made our- Still, we bought a lot of crowns, we sold a lot of Crown Strike higher, and it's crowdstrike's good. Yeah, we'll talk more about the quarter in a moment. Yeah. But we made three buys yesterday, our first time buying in a week. That patient served us well. Yes. Bought some Black Rock, Home Depot, Disney. By the way, Black Rock, well, we'll get to that. But Black Rock was an extraordinary opportunity. It's not done. People should be buying out aggressively. Yeah, they're part of a deal to acquire ports, both sides of the ports at the Panama Canal. It's obviously, you know, you can say in the parlance wrong. Here is where they've now done this incredible infrastructure deal.

People are out there yawning.

You know, they don't yawn on the negatives.

...