What's up, Apes? Welcome back to the Daily Peels podcast slash video stream of the day.

My name is David. Thank you all for joining us once again on this beautiful Monday, July 15th,

2024. It is currently 8.27 p.m. and boy do we have a lot to talk about here today. So let's go ahead and get right into it. I do apologize as well that we didn't come out with a weekend edition. There was no podcast Monday morning. I was a little bit busy. I was actually, I spent my weekend on top of a roof at a Donald Trump rally in Pennsylvania. So then all of a sudden, everybody started kind of freaking out out of nowhere. I don't really know what was going on. I was just trying to watch through my scope,

but, you know, it wasn't particularly clear. Anyway, the WSO alpha portfolio. This is our proprietary

portfolio here at Wall Street Oasis, and you should definitely go ahead and sign up for it so that you

can trade right alongside with us. We just published a 23-page report on a cannabis company, and we also just dropped a summary of Black Rock's earnings. They'll also be talking about a little bit later on here today. You're kind of getting the free version in the Daily Peel. Subscribe for the more advanced version over at WSO Alpha. There's plenty more charts and way less yapping gone on over there. So make sure to

sign up to make money and, you know, in the case of today, to lose money alongside us. So we shed

about 24 basis points in the portfolio here today. Solar stocks got absolutely beaten down like the market

fucking, like they owed the market money or something. It was fucking insane how badly jumped they got

Nphase Energy is one of our

newest purchases. Very tough day, but we'll talk about why in a second that's one of our stock

movers. Now, the SP 500 was up 28 basis points for the session, whereas the NASDAQ was up

approximately, if this ad ever goes away, the NASDAQ index was up somewhere around 40 basis points. Yeah, exactly, at 40 basis

points. I got to just trust my memory. I'm literally the smartest person alive. I know absolutely

everything. But still, some underperformance from us. It was a decent day for big tech,

especially coming off of a really lousy ending towards last week. So they started to rebuild

on those gains a little bit. Now let's go ahead and move into some of the banana bits for the day. So first and foremost, Fed Chair, Mr. Jerome Powell said the exact same thing that he's been saying. I don't know why this guy has been yapping so much lately from Congress to central bank conferences to whatever the fuck he was doing today. He came out and said the exact same thing that he's been saying, we're going to cut rates. We have no idea when. Everybody have a good night. Like that was basically the market counter doesn't even care anymore because it's already being priced in because everybody in their mother knows that there's going to be rate cuts at some point, but we have no idea when. My personal hot take of the day, they're coming in July.

They're going to come at the end of this month. It's going to be quite a shocker to the upside,

especially for small caps. And that leads us into our next banana bit because small cap fund inflows.

They reached a high since December last week. So this was the highest amount of inflows into a

small cap fund that we've seen since December.

That kind of makes sense because investors tend to pour into small caps when we're entering a

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