What's up, Eeps? I hope everybody's doing fantastic out there today, and I hope you're excited for a quick edition of the Daily Peels video stream for the day because the Celtics are currently playing and they are winning, but it's about to be the fourth quarter, so I got to get in there real quick. Jason Tatum obviously needs my support.

So let's go ahead and get right into it today.

We get a lot to talk about we're going to be discussing Bitcoin, gold, the relationship,

or lack thereof, or wild speculation, as always. today. We get a lot to talk about. We're going to be discussing Bitcoin, gold, the relationship,

or lack thereof, or wild speculation. As always, we're then going to get into some of our

favorite stock moves of the day. And finally, we will finish things up by eulogizing or at least

attempting to one of the greatest investors of all time, maybe the greatest investor of all time,

Mr. Jim Simon. So we'll be getting into his

life, legacy, and his career in just a few minutes. But before we get into that, let's check in on the WSO Alpha portfolio. We were up about 17 basis points on the day that puts us at 8.44% year-to-date, so we are still underperforming both the SMB and the NASDAQ, even though we did outperform the S&P 500 on the day.

S&P fell about two basis points.

The NASDAQ, even though we did outperform the SMB 500 on the day. S&P fell about two basis points. The NASDAQ was up a little over 30 basis points on the day there. So, you know, relatively variable session. We got a very mixed marker right now. This is what we're talking about when we say that it's currently the ultimate stop pickers market. So hopefully you guys are nice and profitable out there.

You know, alpha portfolio certainly is, but not profitable enough. Like I said, guys, we got to let these indexes catch up on us a little bit. We don't want to embarrass them too, too much in our first year. All right, let's get into some of the banana bits here. First and foremost, one-year inflation expectations. So we talked about this yesterday, and what we talked about was the Michigan Consumer Expectations report.

The Michigan Survey of Consumers. most one-year inflation expectations. So we talked about this yesterday, and what we talked about

was the Michigan Consumer Expectations report, or the Michigan survey of consumers, as they

like to call it, to make themselves feel a little bit fancier than it actually is. But yesterday,

we got the actual consumer inflation expectation survey from the Federal Reserve Bank of New York.

That was saying that, or not investors, but

consumers are expecting inflation rise about 3.3% over the next year. It doesn't sound like a

whole lot, but that is the first time in the past four months that there's been an increase.

We've been chelded at 3% to a 10% increase off of that. It's a pretty drastic move and

is largely why the movements that we're going to be talking about in the macro monkey section is currently ongoing. But before we get into that, a couple of more banana bits. So despite the rise in inflation expectation among general consumers, aka idiots who have no idea what they're talking about, neither do I. I'm not trying to make myself sound good at all. But nobody really knows what they're talking about when we're predicting macroeconomics,

unless you're Jim Simons effectively.

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