Peter Eller @peter-eller10.bsky.social · 30/09/2026Rolled some bills today into Dec at 4.1% thank u Donny!! 000
Peter Eller @peter-eller10.bsky.social · 28/09/2026Now we wonder if Bessent reached out to Rieder as well 000
Peter Eller @peter-eller10.bsky.social · 23/09/20266% on the 2 year, does what kind of damage because thats probably where we headed 000
Peter Eller @peter-eller10.bsky.social · 23/09/2026Looks like I might be getting a nice yield on my Tbill roll next week :) 000
Peter Eller @peter-eller10.bsky.social · 16/09/2026Somebody call Pam Bondi we about to lose Dow 50k 000
Peter Eller @peter-eller10.bsky.social · 08/09/2026Pre-82 copper cents now worth 4.46 cents for those keeping track 010
Peter Eller @peter-eller10.bsky.social · 05/08/2026Don’t trade corp bonds much but $AMCX medium term paper always has a place in my heart 100
Peter Eller @peter-eller10.bsky.social · 03/08/2026Back at end of June, sold a 500 C covered on $MSFT and never would have thought it would run ~120 a share in that time..yes I bought it back this morning.. 000
Peter Eller @peter-eller10.bsky.social · 29/07/2026$PSN will take a look soon, seems way overdone now.. 010
Peter Eller @peter-eller10.bsky.social · 28/07/2026Added a little bit of corporate paper this morning $AMCX non-convert tranche 4.25% 29s 000
Peter Eller @peter-eller10.bsky.social · 24/07/2026Ok so its entertaining watching $ORCL bags bleed but I actually kinda need it not because $WBD position is large-ish (if no deal, Zaslav should just retire forever, worst leader in TMT history) 000
Peter Eller @peter-eller10.bsky.social · 15/05/2026$FLO div announcement should come sometime in the next week, current yield is 13%+ now .. expect a big cut but if not, then it will go the way of $BGS (do the right thing and preserve cash) 040
Peter Eller @peter-eller10.bsky.social · 08/05/2026INTC being a triple bagger over the course of 5 weeks was definitely not on my list 000
Peter Eller @peter-eller10.bsky.social · 13/03/2026Still can't believe Pam Bondi top ticked the Dow 000
Peter Eller @peter-eller10.bsky.social · 12/02/2026Just installed Kalshi please give me your for sure wins! 000
Peter Eller @peter-eller10.bsky.social · 30/01/2026Not worried re. silver, settle back into 60-70 range 000
Peter Eller @peter-eller10.bsky.social · 30/01/2026What does Warsh's nomination do to $EL stock price? 000
Peter Eller @peter-eller10.bsky.social · 25/01/2026Worse before better fam.. hard commodities paint the picture.. 000
Peter Eller @peter-eller10.bsky.social · 22/01/2026Only 3 weeks into 2026 but the outperformance of the big blue chip dividend payers vs broader mkt is something to watch $HDV 000
Peter Eller @peter-eller10.bsky.social · 27/12/2025Been rather quiet here on silver and I’m probably one of the biggest closet bulls of buying physical out there and have been since 2021, I study this market in depth, supply/demand and so forth..I own a lot, the comex margin hike is chills of 2011, 110
Peter Eller @peter-eller10.bsky.social · 05/12/2025How much set aside in the bribery reserve account for the FCC for $NFLX to get this to pass $WBD 000
Peter Eller @peter-eller10.bsky.social · 26/08/2025Folks we might wake up one morning to a “I don’t like the constitution anymore its woke, under my authority we write a new one” and then let’s see! 110
Peter Eller @peter-eller10.bsky.social · 05/08/2025Nice to see Paulson and Geithner together, 2 different minds and ways of handling during a bad financial crisis, and a sound voice through the noise right now 010
Peter Eller @peter-eller10.bsky.social · 23/07/2025Fleetwood Mac reunion is it really happening?? 000
Peter Eller @peter-eller10.bsky.social · 11/07/20251st week since early 2020 working in the office 5 days a week, this time Manhattan vs Buffalo, subways/trains still definitely busy on M & F (7th av at Penn to 49th) and office at 30-40% staff 100
Peter Eller @peter-eller10.bsky.social · 25/06/2025Trump calls Zaslav tonight to force firing of Bertrand - wait and see 000
Peter Eller @peter-eller10.bsky.social · 24/06/2025NYC friends/peeps here - I am moving! New job starts 7/1. Will be in midtown, more details later (expect less stocks/commentary tweets) Would be great to meet up sometime! 000
Peter Eller @peter-eller10.bsky.social · 15/05/2025Never seen a big and stable compounder bro collapse so fast like $UNH 000
Peter Eller @peter-eller10.bsky.social · 15/05/2025I foresee a lot of driving and rental car demand this summer, on the back of ATC fiasco at major US airports 000
Peter Eller @peter-eller10.bsky.social · 13/05/2025Lets take a look at Friday's trading activity in $LSEA 000
Peter Eller @peter-eller10.bsky.social · 13/05/2025Even after this mornings move, $UNH still outperforming S&P by ~900% since Mar '09 lows - the longs had a nice run and got lucky 000
Peter Eller @peter-eller10.bsky.social · 06/05/2025Happy 15 year flash-aversary to those who celebrate 000
Peter Eller @peter-eller10.bsky.social · 05/05/2025"..To date, we have no aircraft delivering to any country that has announced reciprocal tariffs applicable to aircraft. We continue to benefit from robust global aircraft demand in both leasing and aircraft trading as significant aircraft supply constraints persist" $AL 100
Peter Eller @peter-eller10.bsky.social · 03/05/2025Up to ~20% of total NW T-bills (~44% trading/long portfolio) - easiest 4.3%, either a steal or huge mistake for a too risk averse 33 yo 000
Peter Eller @peter-eller10.bsky.social · 29/04/2025I like what Pritzker is doing but he might end up in el salvador if he gets too vocal 000