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

CBC Investing Club morning meeting.

I've also had some soft news on the labor market today, this ADP payroll tracker showing

a weekly decline of 11,250 jobs on average over the past four weeks.

Ironically though, we're seeing some decent moves and some consumer discretionary turnaround

plays.

Nike having a nice move.

Starbucks as well.

I said that Nike, we'll talk about it tomorrow night when I sign books.

I think that Nike is real.

I thought that the piece that I read this morning, Bank of America, was real.

I think that JP Morgan's commitment to Nike is real. I think them getting away from direct-to-consumer and going back to the stores like Foot Locker is real. So I think that this is a real move. And by the way, can we just point out that China that we saw LVMH start going back into China big time because of luxury? And this is a luxury item in China. Don't you believe it? This is some cut rate thing at TjX. Yeah. So it's obviously been disappointed to own since the last quarter right here, which was good. But so hopefully this is the beginning of a rebound. But you know, I believe in Elliott Hill. Yes. I think Elliott Hill is an athlete, okay, and it's back.

It was, it got away from what it was core.

In the same way that I think that Starbucks got away from Core.

And you know, I believe, in that turn, too.

Yeah, absolutely.

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