Peter Eller
@peter-eller10.bsky.social
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
How much set aside in the bribery reserve account for the FCC for $NFLX to get this to pass $WBD
December 5, 2025 at 12:33 PM
How much set aside in the bribery reserve account for the FCC for $NFLX to get this to pass $WBD
$27.75/share the saga is over..or is it?
December 5, 2025 at 12:16 PM
$27.75/share the saga is over..or is it?
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!
August 26, 2025 at 10:53 PM
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!
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
August 5, 2025 at 12:52 PM
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
Fleetwood Mac reunion is it really happening??
July 23, 2025 at 1:39 PM
Fleetwood Mac reunion is it really happening??
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
July 11, 2025 at 5:29 PM
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
Trump calls Zaslav tonight to force firing of Bertrand - wait and see
June 25, 2025 at 7:45 PM
Trump calls Zaslav tonight to force firing of Bertrand - wait and see
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!
June 24, 2025 at 2:10 PM
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!
*Insert GTA San Andreas meme*
May 23, 2025 at 11:51 AM
*Insert GTA San Andreas meme*
Never seen a big and stable compounder bro collapse so fast like $UNH
May 15, 2025 at 3:07 PM
Never seen a big and stable compounder bro collapse so fast like $UNH
I foresee a lot of driving and rental car demand this summer, on the back of ATC fiasco at major US airports
May 15, 2025 at 2:49 PM
I foresee a lot of driving and rental car demand this summer, on the back of ATC fiasco at major US airports
Lets take a look at Friday's trading activity in $LSEA
May 13, 2025 at 12:15 PM
Lets take a look at Friday's trading activity in $LSEA
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
May 13, 2025 at 11:53 AM
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
Reposted by Peter Eller
Anyway. We are here.
May 7, 2025 at 9:00 PM
Anyway. We are here.
Gold + $200 since Friday - no deals
May 6, 2025 at 5:40 PM
Gold + $200 since Friday - no deals
Happy 15 year flash-aversary to those who celebrate
May 6, 2025 at 11:49 AM
Happy 15 year flash-aversary to those who celebrate
"..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
May 5, 2025 at 8:10 PM
"..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
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
May 3, 2025 at 9:54 PM
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
I like what Pritzker is doing but he might end up in el salvador if he gets too vocal
April 29, 2025 at 3:41 PM
I like what Pritzker is doing but he might end up in el salvador if he gets too vocal
Is the DOGE dividend quarterly - if so am expecting a direct deposit in my account soon!
April 28, 2025 at 3:04 PM
Is the DOGE dividend quarterly - if so am expecting a direct deposit in my account soon!
$INTC a soon donut?
April 24, 2025 at 8:07 PM
$INTC a soon donut?
Everytime I sell covered calls, the underlying rallies, then you clench through it!
April 17, 2025 at 2:05 PM
Everytime I sell covered calls, the underlying rallies, then you clench through it!