Peter Pence

Top down hedge fund manager. Major.

[Peter Pence @peterpenceadk]

let's hope whoever is getting margin called is done at 1130....

[Peter Pence @peterpenceadk]

big day for the direction of rates. u buy all metals (gld slv), tlt (slow play), iwm....

[FinancialJuice @financialjuice]

US strikes on Iran ended at 7:30 AM ET

[Open Outcrier @OpenOutcrier]

Warsh pledges Fed policy ‘regime change’ to rid inflation ‘tax’ on American people - CNBC

https://t.co/GiyrXMeyLK

[First Squawk @FirstSquawk]

FED'S WILLIAMS: INFLATION IS UNQUESTIONABLY TOO HIGH AT ABOUT 4% || ENCOURAGING REASONS TO EXPECT THAT INFLATION HAS PEAKED AND SHOULD EDGE DOWN IN COMING QUARTERS

[Peter Pence @peterpenceadk]

@DougKass Trump jinxed USA

[Peter Pence @peterpenceadk]

buy tlt

[Peter Pence @peterpenceadk]

should be start of rebound/reposition in metals...

[Peter Pence @peterpenceadk]

spx +.04%

im going to chalk yesterday's tech selling to first day of month trading. out of ai suppliers.

today's jobs report should be a win win. better than expected all good. worse than expected rates come in. both equities friendly.

crypto bid should carry over to slv.

[Peter Pence @peterpenceadk]

market is off sides on rates. dont think crude going lower near term but its low enough to get inflation down. all pundits have been saying rates are going higher. buy tlt gld slv.

[Peter Pence @peterpenceadk]

@jimcramer story should be lower rates....

[Peter Pence @peterpenceadk]

10 year at 4.462 +.04

if we gets rate negative. market should rip.

buying slv....

[Peter Pence @peterpenceadk]

i believe market has the rate thing wrong. rates will come down and quicker than expected. warsh believes that. the early equity selling is a gift. low hanging fruit like gold slv tlt etha should lift. major indexes should be positive on day.

[Peter Pence @peterpenceadk]

@jimcramer adds another major buyer. should benefit build out stocks.

[Peter Pence @peterpenceadk]

10 year 4.482 +.06
trump in north dakota
warsh speaks at 9am
prices paid most important at 10am...

yield push highers seems excessive.
bot tlt...85.55

[Peter Pence @peterpenceadk]

@DougKass Per jpm. Money was going into bonds and out of stocks. I guess not.

[Energy Headline News @OilHeadlineNews]

IRAN POWER STRUGGLE THREATENS U.S. PEACE TALKS

[Polymarket @Polymarket]

JUST IN: A power struggle inside Iran is reportedly threatening U.S. peace talks, with civilian officials seeking frozen assets while hardliners push for control of the Strait of Hormuz.

[FinancialJuice @financialjuice]

Iran’s Diverging Priorities Are Jeopardizing US Peace Talks - WSJ