Hey, it's Kramer, and this is my morning take on the market from today's CBC Investing Club morning meeting.

We've got quite a day going here.

Markets are higher even as we have to worry about bonds because we do have three bond auctions this week.

That had been in control.

Suddenly what's in control is the animal spirits that

we're seeing once again with AI, with NVIDIA, which you know we're closely associated with,

and even Pallinger, which I talked about this weekend in a think piece this Sunday.

Yeah, where did you come off on that? Because I know you were kind of saying, look, do you just break all investment discipline

and do you buy a stock like Pallantier under the expectation of it going higher?

You kind of used it versus, say, like, a Stanley Black and Decker where maybe it's, or a

consolation brands.

I'm glad you bring it up because I was going back and forth with my writing partner,

Matt Horwien, about what do we do as people who run a charitable trust in order to be able to say to people,

look, we know certain stocks are going up.

I think Tesla's going up.

I think Palantir is going up.

And by the way, I think that Bitcoin's going up. But do any of them

fit our parameters in the trust? And I think that we owe our club members the thinking,

and that's why I did that piece, that I believe those are going up. But those are hedge fund stocks.

And I don't think I can get the intellectual grounding that's needed about Palantir or Tesla to be able to say it should be in the fund.

But I do like to tell people, look, these are going higher.

And you need to, if you want a really speculative stock, go ahead, do it.

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