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

CBC Investing Club morning meeting.

What we have here today is a good day.

Now I got up yesterday, well I guess it was today actually at 1.30 and the futures were starting

to really get jiggy and then they just got better and better.

Why is that? Because it's all from Japan. We are now starting to think maybe itgy. And then they just got better and better. Why is that?

Because it's all from Japan. We are now starting to think maybe it was a one-day glitch. There's

obviously worries. Nothing's going wrong systemically, but we do have a problem with consumer more

than that in a second. But we are tied with Japan. And when the yen went up, believe it or not,

we went up with it. Now, should that

be happening? Everything is connected in the world. So it's entirely possible that trillions

of dollars run basically in this fashion of really borrowing against Japanese bonds. So what

you're up against is a market that is not being driven by United States,

being driven by Japan. Now, in the interim, I can make certain generalizations that I think

matter tremendously. For instance, last night, we got a series of reports that were very strong,

as I mentioned in Mad Money, this morning the opposite.

We had TripAdvisor not that strong.

We had Airbnb not that strong.

That came out really late last night.

And most importantly, let's talk Disney.

All right, now I spent a lot of time on Disney.

And the main reason why I had been reluctant to recommend Disney after we sold half of it when I was at 120 was because I felt

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