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

This is a big Fed beating. I mean, we largely expect them to cut rates by 25 basis points,

but what comes after that? It's still a question. They will update the dot plots. People are going to

analyze that. Maybe a little

bit too much, but maybe it provides some indication about how the Fed's thinking about next year.

But of course, the data will decide what the Fed does. Right. Now, Carl was saying to me, Jim,

you love the Atlanta Fed. That shows 3% GDP growth. I do love it. But sometimes the aggregate numbers

lie in the sense that we know headwinds for our companies that have cyclicality are massive.

They're massive. And anytime you see anything positive, like we had Best Buy Today and analysts

I say, well, do they know about the headwinds? But the headwinds don't extend to the MAG7, and they don't extend to the build out in

the data center, hence why Jay Bill has such a big move today.

That's data center related.

So what you have to try to do is say we're oversold in the oscillator, minus five, find

things to buy.

That's what we're doing.

And that's what we'll continue to do, including when we introduced a new name tomorrow.

Yep, and you mentioned Best Buy. So you did have a couple positive notes on it today, one being this Evercore

catalyst call. It is effective through the Consumer Electronics Show in Las Vegas in early January. Yeah.

They say with the stock trading out of significant discounts of the market, expectations now tempered,

and recent findings from their holiday survey, and yesterday's retail sales report, which showed

a nice little pickup in the consumer electronics, so they're positive for the stock

into year end. The November retail sales did show a 330 basis points acceleration in electronics

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