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
05.08.2025 12:52 β π 1 π 0 π¬ 0 π 0@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
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
05.08.2025 12:52 β π 1 π 0 π¬ 0 π 0Just got into Penn Station before it hit! Definitely bring tomorrow tho
30.07.2025 23:06 β π 1 π 0 π¬ 0 π 0Yikes!
30.07.2025 18:06 β π 0 π 0 π¬ 0 π 0I remember probably 20 years ago standard size bar was as low as .33 at $WMT then moved to .48 now its $1.30 not sure how much higher they can go but their generic brand is actually priced higher per lb in bulk size (Symphony is really good)
30.07.2025 17:56 β π 1 π 0 π¬ 1 π 0Great stuff Carl, watching your show now since β08
28.07.2025 12:31 β π 3 π 0 π¬ 0 π 0Fleetwood Mac reunion is it really happening??
23.07.2025 13:39 β π 0 π 0 π¬ 0 π 0Never too late to start a new journey, come with ideas, and execute. Took me 10 years to get here, each day am blessed and focused
11.07.2025 17:31 β π 0 π 0 π¬ 0 π 0Visiting managers from other teams, regional or global heads, them just seeing you or stopping to introduce, the best form to get your name out there
11.07.2025 17:29 β π 0 π 0 π¬ 1 π 0There is a definite sense of network and team building/career growth the more days you make it in, tradeoffs for those who may or may not yet have families, suggestions to younger folks just out of school, aim for 5 every week regardless of your position in the firm
11.07.2025 17:29 β π 1 π 0 π¬ 2 π 01st 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
11.07.2025 17:29 β π 0 π 0 π¬ 1 π 0Trump calls Zaslav tonight to force firing of Bertrand - wait and see
25.06.2025 19:45 β π 0 π 0 π¬ 0 π 0NYC 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!
24.06.2025 14:10 β π 0 π 0 π¬ 0 π 0I'll be in Rahway permanently in less than a week..106F real feel.. yikes lol
23.06.2025 16:29 β π 0 π 0 π¬ 0 π 0I thought he was not bad at CNBC '07-'09 but Fox business is where ex-CBNC peeps go to a slow death
17.06.2025 20:41 β π 0 π 0 π¬ 0 π 0A winner!
05.06.2025 23:54 β π 0 π 0 π¬ 0 π 0Getting noticed by the president of the Chicago Fed is pretty much the icing on the cake tho
27.05.2025 19:10 β π 8 π 0 π¬ 0 π 0*Insert GTA San Andreas meme*
23.05.2025 11:51 β π 0 π 0 π¬ 0 π 0$SBSW 1y highs..
20.05.2025 14:19 β π 0 π 0 π¬ 0 π 0Interested to see a driving vs flying split for domestic travel with the ATC mess now
15.05.2025 17:05 β π 0 π 0 π¬ 0 π 0Never seen a big and stable compounder bro collapse so fast like $UNH
15.05.2025 15:07 β π 0 π 0 π¬ 0 π 0I foresee a lot of driving and rental car demand this summer, on the back of ATC fiasco at major US airports
15.05.2025 14:49 β π 0 π 0 π¬ 0 π 020 years?! now I feel old!
14.05.2025 18:27 β π 2 π 0 π¬ 0 π 0Lets take a look at Friday's trading activity in $LSEA
13.05.2025 12:15 β π 0 π 0 π¬ 0 π 0Even after this mornings move, $UNH still outperforming S&P by ~900% since Mar '09 lows - the longs had a nice run and got lucky
13.05.2025 11:53 β π 0 π 0 π¬ 0 π 0GOOG is like my Berkshire's KO - never selling (1st stock I ever bought in 2008)
08.05.2025 12:07 β π 1 π 0 π¬ 0 π 0Anyway. We are here.
07.05.2025 21:00 β π 241 π 44 π¬ 3 π 3Gold + $200 since Friday - no deals
06.05.2025 17:40 β π 0 π 0 π¬ 0 π 0AL looks pretty good bsky.app/profile/pete...
06.05.2025 12:20 β π 0 π 0 π¬ 0 π 0Happy 15 year flash-aversary to those who celebrate
06.05.2025 11:49 β π 0 π 0 π¬ 0 π 0"..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
05.05.2025 20:10 β π 0 π 0 π¬ 1 π 0