I'm Jim Kramer and you're about to hear a sample taken directly from today's

CBC Investing Club morning meeting.

We have a lot to cover. First, we have to talk about the Fed.

I believe that the Fed will do a quarter and then say we need to do a rigorous check of all the banks

before we do anything forward. That's how I think he'll approach it.

Yeah, and in terms of the market reaction, look, we know it's always volatile on the days

where Powell speaks, especially with the Fed decision.

Usually the first, second move may not be right.

So just nothing wrong with perhaps sitting on your hands if you're trying to game what he's

trying to say.

Right. It's hard to do. Now, Eli Lilly, just go right through them. Eli Lilly, I think you go much higher. And here's why. This was the first iteration. It does work. If we can come up with a biomarker, which shows who exactly is going to have it. But right now, if you have early on set, this is what will happen. If you have parents who have early onset, you will ask to be put on this immediately.

This is a very big win for Eli Lilly. It went down initially because people were concerned that maybe it'll break the bank of Medicare. But the fact is they own it. They're going to continue to push it. And they're the winner in the category. And of course we're talking about positive phase three results from their Alzheimer's study. Now you have good results from Lilly, biogen as well.

Many people believe having two good positive drugs that show that they work will get CMS coverage.

And that's really the big thing here.

That's a big reason why shares are up 4% to a new high. I mean if you have a paranoid Alzheimer's you

don't want to take it. Initially my work with the Brain Foundation people say look

you're talking about a year to two years where you push out but remember if you're

68 and you can get to 70 you're gonna push out you want that push out so don't

forget that's going to be

the tension. Danher, meanwhile, a read-through. You need their equipment to do this. A lot of people

sold Danherr because the only thing they felt was that the IPO market doesn't get better,

they're done for it. Obviously not true. No, of course, on their conference call, they called out

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