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

CBC Investing Club morning meeting.

I saw some stunning numbers about the, really, the lack of job creation in this market.

And immediately I thought, well, okay, we are in one of those moments where we're going to

have three cuts.

That's what Dave Koston said, is my pal from Goldman Sachs.

Three cuts means buy a lot of the stuff that's going down today.

Yeah, it certainly points that way.

And we'll see some inflation readings over the next couple of days,

PPI tomorrow, CPI the day after that.

But as we heard from Powell at Jackson Hall, he is acutely,

you know, focused on weakness in the labor market. Well, that's why I'm saying that you use the

weakness in lumber to buy Home Depot. That's actually not bad, the weakness lumber, provided

that we do get the rate cuts. I do consider, again, home deal is going would be, like I did with Capital One when it was at

180.

I think Home Depot was the stock that has the most upside of our portfolio.

And what was interesting last year when the Fed was readying its September cut is that

they cut, but then the long end started going higher, and that kind of hurt the bullish view there.

We didn't get mortgage rates sustainably lower, but just given some of the recent weakness in labor, manufacturing, as you

pointed out on Sunday, maybe we see both ends coming down.

Well, look, I just think if job growth is as bad as it is, we're not going to focus on potential

increase in inflation from tariffs.

...