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

CBC Investing Club morning meeting.

We've got a soggy day today.

Market opened down and then just is heading lower interest.

It's going the wrong way.

To me, Jeff, this is a day of consolidation and even Magnificent Sevens being brought down to some degree, and that's

I'm talking about Apple and Tesla. They have been, they, Tesla's been weak. Apple started rolling

over. So we're seeing back to where the market was, say, two months ago. Exactly. A lot of the

stocks that melted up in November, December, they've been pulling back.

You can see that in the Russell 2000. It was down about 1% today compared to a little bit of a decline in the S&P 500.

But, you know, Jim, you mentioned technology, Magnificent 7. They're having a nice start to the year, excluding Apple, Tesla.

But another area that's been a focus of yours recently coming out of the JPMorgan Healthcare

Conference is healthcare. We added a few names to the bullpen last Friday in your story yesterday.

You talked about some more ideas too, in addition to Abbott, Amgen, Novartis,

Walgreens. I think that one of the things has happened that people have to understand is we're

making some breakthroughs with genetics. That's why you're starting to see all these really

interesting drugs. That's Dan and Herr, by the way. People should remember that you need

Jan and Her to do gene sequencing. But what I really like, and Jim Breyer talked

about this morning on Squawk, and I've had dinner with him, and he confirmed that with AI

and health care, you get to figure out, let's say there's like a trillion permutations

to different kinds of cancer. Well, that's nothing for AI. They can go through a trillion

in three minutes. Humans, obviously, it takes AI. They can go through a trillion in three minutes.

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