Hey, it's Kramer, and this is my morning take on the market from today's

CNBC Investing Club morning meeting.

Ahead of a really big week here in June in terms of events.

There's a few big ones today with Apple, WWDC, but you also have CPR Wednesday, a Fed meeting Wednesday as well.

But these are all events that are very worrisome to a lot of people.

And yet, I'm saying stay the course.

Yeah, absolutely.

I mean, look, the economy, you know, strong jobs number Friday, but maybe you've seen a little

bit of a slowdown on the manufacturing industrial side.

So we'll see.

There's a lot of different inputs.

Why not just wait to what the Fed has to say?

Yeah, and I think the one thing that we have to be mindful of, not gas, people look at oil.

Oil's not been that good, but Nat gas is on fire. Now that does matter because Kotara is the one that we selected because it can balance, it's

chipped between gnat gas and oil. Now I know that's a low, you know, this is a micro situation

at the top and we usually talk macro about it. This can go much harder. It's been stuck.

Yeah, I mean, look, Nat gas above three. This is the high its level, NAC gas has been since

January. Right. This

reflects $2. Yeah. So it's interesting because at the beginning of the year, they shifted away some of their investment from NAC gas to oily.

Market is more well.

But left the optionality. For sure, they could always switch back. We'll see. That's something to note in the conference calls ahead from

Kotaura, but it's our one oil position we have been buying into on some weakness.

...