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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 · 08/10/2026
Oh yes.. I think that’s why literally every NYC suburb in NJ within commuting distance have inflated prices
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Peter Eller @peter-eller10.bsky.social · 02/10/2026
Lets at least get to Halloween 1st..
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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 · 25/09/2026
Div cut announcement from beginning of month almost meaningless now, probably just ditch it all and save what is left of the company because Dorrance family aint selling (but should)
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Peter Eller @peter-eller10.bsky.social · 23/09/2026
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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 · 09/09/2026
TJX is the standout here, you know its not great when they have softness
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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
www.youtube.com/watch?v=dEOx...
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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
Long game, someone takes them out at mid-high teens, own equity as well but less of such
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Peter Eller @peter-eller10.bsky.social · 05/08/2026
The 29s both the convert and non are both cleared to maturity or early tender, business still generates enough to pay it off and just had a nice licensing deal with NFLX for more
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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 · 29/07/2026
google finance was the OG, then moved to yahoo and yea its just getting worse, even charts on SA I like now haha
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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 · 18/05/2026
Just look at CBOE stock price 😀
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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 · 01/05/2026
in NJ.. couple weeks ago was at open house in suburb just looking, got there 10 min before it was done, people still coming in and house already had probably 20 people there..and a cool steady rain outside, offer and under contract 3 days later
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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 · 29/01/2026
Proud GOOG bagholder since Nov '08 1st stock ever bought !
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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 · 09/01/2026
Owning and buying physical for the past ~4 years have been fun
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Peter Eller @peter-eller10.bsky.social · 29/12/2025
Depends on the year! I am an avid buyer and seller on ebay have been for years, my area of expertise lol
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Peter Eller @peter-eller10.bsky.social · 29/12/2025
sshhh thats the real arb!
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Peter Eller @peter-eller10.bsky.social · 27/12/2025
Rambling now but a lot to say after a quiet period, 2026 more active here I hope!
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Peter Eller @peter-eller10.bsky.social · 27/12/2025
Bills still at 38-42% overall and yield now in the mid 3.6s for no more than 3mo out, thinking 2026 shows us what does AI really do for operations..
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Peter Eller @peter-eller10.bsky.social · 27/12/2025
Equities related: portfolio has done well this year, $WBD position at 3% now helping.. few takeouts like $HBI and $AL also helping.. recap and holdings performance to be posted in a few days (time permitting!)
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Peter Eller @peter-eller10.bsky.social · 27/12/2025
From my point of view, a lot of suffering, help those around you, neighbors in need, be a good person.
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Peter Eller @peter-eller10.bsky.social · 27/12/2025
Expect a very large reversal of these q4 gains across the complex (plat, pd) midterms year, Fed could get less politically influenced, we peel back the onion and see what prices really are doing..
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Peter Eller @peter-eller10.bsky.social · 27/12/2025
When I was starting to dabble in nat gas/oil futures trading, unlike then commodities are purely geopolitical, some dollar weakness. Not going back to gold standard anytime soon but the hoarding demand is bleeding across Asia..
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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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