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Peter Eller

@peter-eller10.bsky.social
74 followers 84 following 278 posts

Former FI & EQ deriv now in FX. LT value investing/some trading. Like to share my investments and ideas. Tend to lean small-mid cap names and corp bonds - views and opinions my own t.mbjms.com/331727/4080/0?po=6456&a…

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Peter Eller @peter-eller10.bsky.social · 30/09/2026
Rolled some bills today into Dec at 4.1% thank u Donny!!
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Peter Eller @peter-eller10.bsky.social · 28/09/2026
Now we wonder if Bessent reached out to Rieder as well
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Peter Eller @peter-eller10.bsky.social · 23/09/2026
6% on the 2 year, does what kind of damage because thats probably where we headed
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Peter Eller @peter-eller10.bsky.social · 23/09/2026
Looks like I might be getting a nice yield on my Tbill roll next week :)
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Peter Eller @peter-eller10.bsky.social · 17/09/2026
Complete waste of time and resources
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Peter Eller @peter-eller10.bsky.social · 16/09/2026
Somebody call Pam Bondi we about to lose Dow 50k
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Peter Eller @peter-eller10.bsky.social · 08/09/2026
Pre-82 copper cents now worth 4.46 cents for those keeping track
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Peter Eller @peter-eller10.bsky.social · 19/08/2026
yellow rocks, maybe accumulate some now..
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Peter Eller @peter-eller10.bsky.social · 05/08/2026
Don’t trade corp bonds much but $AMCX medium term paper always has a place in my heart
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Peter Eller @peter-eller10.bsky.social · 03/08/2026
Back 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..
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Peter Eller @peter-eller10.bsky.social · 31/07/2026
$CBOE continuing to print cash
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Peter Eller @peter-eller10.bsky.social · 30/07/2026
Welp I owned some $MKTX at...$234 😀
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Peter Eller @peter-eller10.bsky.social · 29/07/2026
30 year now +60 over LQD and -60 HYG..
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Peter Eller @peter-eller10.bsky.social · 29/07/2026
$PSN will take a look soon, seems way overdone now..
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Peter Eller @peter-eller10.bsky.social · 28/07/2026
Added a little bit of corporate paper this morning $AMCX non-convert tranche 4.25% 29s
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Peter Eller @peter-eller10.bsky.social · 28/07/2026
$HDV :)
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Peter Eller @peter-eller10.bsky.social · 24/07/2026
Ok 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)
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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)
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Peter Eller @peter-eller10.bsky.social · 15/05/2026
30 year quietly making some new cycle highs
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Peter Eller @peter-eller10.bsky.social · 08/05/2026
INTC being a triple bagger over the course of 5 weeks was definitely not on my list
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Peter Eller @peter-eller10.bsky.social · 13/03/2026
Still can't believe Pam Bondi top ticked the Dow
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Peter Eller @peter-eller10.bsky.social · 28/02/2026
We think oil limit up for like a week now or
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Peter Eller @peter-eller10.bsky.social · 12/02/2026
Just installed Kalshi please give me your for sure wins!
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Peter Eller @peter-eller10.bsky.social · 30/01/2026
Not worried re. silver, settle back into 60-70 range
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Peter Eller @peter-eller10.bsky.social · 30/01/2026
What does Warsh's nomination do to $EL stock price?
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Peter Eller @peter-eller10.bsky.social · 25/01/2026
Worse before better fam.. hard commodities paint the picture..
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Peter Eller @peter-eller10.bsky.social · 22/01/2026
Only 3 weeks into 2026 but the outperformance of the big blue chip dividend payers vs broader mkt is something to watch $HDV
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Reposted by Peter Eller
Rodger Sherman @rodger.bsky.social · 19/01/2026
close enough
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Peter Eller @peter-eller10.bsky.social · 27/12/2025
Been 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,
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Peter Eller @peter-eller10.bsky.social · 05/12/2025
How much set aside in the bribery reserve account for the FCC for $NFLX to get this to pass $WBD
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Peter Eller @peter-eller10.bsky.social · 05/12/2025
$27.75/share the saga is over..or is it?
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Peter Eller @peter-eller10.bsky.social · 26/08/2025
Folks 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!
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Peter Eller @peter-eller10.bsky.social · 05/08/2025
Nice 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
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Peter Eller @peter-eller10.bsky.social · 23/07/2025
Fleetwood Mac reunion is it really happening??
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Peter Eller @peter-eller10.bsky.social · 11/07/2025
1st 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
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Peter Eller @peter-eller10.bsky.social · 25/06/2025
Trump calls Zaslav tonight to force firing of Bertrand - wait and see
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Peter Eller @peter-eller10.bsky.social · 24/06/2025
NYC 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!
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Peter Eller @peter-eller10.bsky.social · 06/06/2025
A winner!
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Peter Eller @peter-eller10.bsky.social · 23/05/2025
*Insert GTA San Andreas meme*
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Peter Eller @peter-eller10.bsky.social · 20/05/2025
$SBSW 1y highs..
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Peter Eller @peter-eller10.bsky.social · 15/05/2025
Never seen a big and stable compounder bro collapse so fast like $UNH
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Peter Eller @peter-eller10.bsky.social · 15/05/2025
I foresee a lot of driving and rental car demand this summer, on the back of ATC fiasco at major US airports
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Peter Eller @peter-eller10.bsky.social · 13/05/2025
Lets take a look at Friday's trading activity in $LSEA
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Peter Eller @peter-eller10.bsky.social · 13/05/2025
Even after this mornings move, $UNH still outperforming S&P by ~900% since Mar '09 lows - the longs had a nice run and got lucky
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Reposted by Peter Eller
Tom Hearden @followtheh.bsky.social · 07/05/2025
Anyway. We are here.
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Peter Eller @peter-eller10.bsky.social · 06/05/2025
Gold + $200 since Friday - no deals
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Peter Eller @peter-eller10.bsky.social · 06/05/2025
Happy 15 year flash-aversary to those who celebrate
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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
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Peter Eller @peter-eller10.bsky.social · 03/05/2025
Up 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
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Peter Eller @peter-eller10.bsky.social · 29/04/2025
I like what Pritzker is doing but he might end up in el salvador if he gets too vocal
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