Good morning, Apes.

All right, everybody.

Welcome to another Daily Peel live stream here, another edition of the live stream

for everybody's favorite newsletter, the DailyPia from Wall Street orasis, of course. Thank you to everybody joining us here of the live stream for everybody's favorite newsletter the daily feel from wall street oasis of course thank you to everybody joining us here on the live stream

today shout out to anybody listening later on on the podcast on the youtube channel make sure to

give us a like make sure to say something nice leave a good comment subscribe even i mean that would be

great too whatever whatever you do helps me keep my job so i'll love you forever if you do contribute to that in any way that you can. All right, but you guys know what's going on today. We're coming actually live from the Daily Field Global headquarters. I'm actually not in the Daily Field Global headquarters today. I met DJ DeSoul of David Solomon's house. I don't know if you guys know this, but he just got a fat payday that was announced recently. So they actually invited me over to celebrate. We're popping some champagne models later on. We got some ACEs to speed. It's going all that good stuff. I don't know what that's like. That's just for me and me and David. We're actually on a first name basis. So I met David Solomon's house today because he got a fat check over the past couple of weeks. We're going to be talking about that much later on in the conversation and how everybody at Goldman seems to be up in arms over this and a couple of the departures going on with senior leadership. But before we get into that, we'll, of course, be going over some deal flow that's been going on. Really, deal flow in 2023 was absolutely horrendous. Shout out there who currently

works on an M&A desk and private equity. I'm sure you guys had a terrible year. If you did manage to keep your job, which probably didn't. But then, of course, we'll get into some of the big stock movements of the day and finish off with why everybody's pissed at DJ Diesel. But, of course, before we get into that, we got some very high level stuff to go over here.

WSO Alton portfolio managed to fall about at DJ D'Sol. But of course, before we get into that, we got some very high level stuff to go

over here. W-So Alphen portfolio managed to fall about four basis points yesterday, much less

than that of the indices. And once again, that is speaking to our low beta strategy, given that we

have a large majority of the portfolio, not a majority, but we have a large amount of the portfolio

sitting just in cash, various money market pods that are eating up, you know, somewhere between four and a half and five and a half percent of interest. So great way to just kind of be parking that and taking advantage of that while we can. Now, we are still up about 6.24% for the full year, underperforming the SMP 500 and the NASDAQ for now, just for now.

We do have our latest report that's going to be coming out over the next couple of days as well. So stay tuned on our thoughts related to Tesla. Well, all the way from Zambia, South Africa. Thank you, Muzzo. I appreciate you joining me and letting us know there on the Facebook side. So shout out to you, Muzzo. So anybody else, if you want to let us know what shenanigans you guys are up to right now, please feel free. And I'll probably read it as long as

it's a PG-13 or at least rated off. But anyway, let's get into some of the banana bits for the

day. Bitcoin prices. We did see Bitcoin prices search through a two-year high yesterday passing by

the $54,000 mark absolutely

was ripping yesterday.

From what I could tell, absolutely no reason whatsoever.

But it did support a few stocks, and we'll be talking about one of those in particular,

just a couple of minutes.

Stay tuned for our analysis of that price action, how sustainable it is there too.

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