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

Well, look, we get off and what happens, we do some pick up, just like we did last year, which are the financials, and they are soaring, but then we have other groups like health care.

They're just getting crushed today.

Yeah, health care, it is a little weaker, Eli Lilly, a name kind of on the laggard list. But yeah, you have a Goldman Sachs up more than 4% today.

They're a largest position.

Yeah, just the financials kind of going crazy here.

Also have energy doing well.

Of course, that's over the events over the weekend.

There I'm not, I would warn people, look, you're trading and then think about tomorrow. Tomorrow

will be the beginning of when people say, wait a second, and Chevron's not going to happen

immediately. I do think Chevron's the winner. The rest of them, Valero is good. They have the

ability to monetize heavy crew, which is what Venezuela has.

The most likely beneficiary will be Hal Burton because they get to be able to redo.

But these things are all spec, and I don't like spec.

I'd rather buy Nvidia up a dollar than I would buy Chevron up $7 or $8.

Yeah, S will be another one too.

The drillers as one wants to watch.

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