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

CBC Investing Club morning meeting.

I've got to tell you, stocks, once again, a new week.

I see a lot of companies that have been going higher, continuing the parade,

some like Proctor to some degree or Adobe to others. We've got a lot of

people who are being opining on the month and the year. And I've got to tell you, I think that

they're still too tepid versus the reality. Yeah, well, I mean, let's think about what has just

played out. So you have one strategist, Goldman Sachs, pointing out market not rewarding big winners that

reported upside surprises and earnings.

Microsoft comes to mind, service now, Netflix is another one, Tesla.

On the other hand, Morgan Stanley, who has been very negative on the market, compares this

rally to 2019, which was after a down

2018 year, and stocks continue to rally at an S&P up almost around 29% for the four year.

It was a great year. But what I loved in the article that you put out last night is block out

this noise. Focus on what companies are doing. Listen to what they're saying, how they

can improve margins, the self-help that's happening, and what they have, and the direction

that they see their business is going. Because that's how you make money. Right. I mean,

one of the things that strategists are focused on is what happens when the Fed raises rates and you

have a inverted yield curve. And what Procter & Gamble is saying, what happens when you innovate and when you have a good

go-to-market strategy and when you have good pricing value?

And it means you win.

And what they're talking about, and I think this is emblematic of what's happening in corporate markets, they've been through three really bad years, okay?

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