From the Trader’s Desk: The Best of Frenemies – Billions S4 E3

You’ll take my life but I’ll take yours too
You’ll fire your musket but I’ll run you through
So when you’re waiting for the next attack
You’d better stand there’s no turning back
The Trooper – Iron Maiden

Hello from the Trader’s Desk! This week, everyone is waiting for the next attack, be it from a friend, an enemy, or a chicken!

As seems to be the new normal, The War Council (Axe, Wags, Wendy) discussing taking down Taylor and TMC. Hall is not having the easiest time getting into TMC security. His counterpart there is someone whom Hall says “is a good man” and “thorough”. (Could Cook have been one of Hall’s minions at one time?) Hall is going to have to earn his paycheck on this assignment. He comes bearing a gift – a thumbdrive with TMC’s positions and trading patterns! It’s not the MOAB  Axe needs, but he can use the info to front-run TMC and take a little of their alpha. Wendy has a better idea: really go big on positions TMC wants to increase, taking a lot of little pieces of profit. Taylor will notice, and because they are such a perfectionist, will try to figure out the problem, taking them off their game. This is where Wendy has value: not knowing the market or stocks, but knowing the way Taylor thinks. Even Hall is impressed by Wendy! Continue reading “From the Trader’s Desk: The Best of Frenemies – Billions S4 E3”

The Unbeatable, Unstoppable, Unparalleled MVPs from Billions Season 4 Episode 3

Welcome back to our ‘Billions MVP Fanbook,’ a compilation post commemorating all those in honor of achievement for the utmost brazen, uber shameless, ultra scheming, unmatched badasses to date – from sports references, music, and tasty food to pop culture remarks, shocking twists and ultimate paybacks.

In case you missed our previous awards, here is season four episode one and episode two. Now, let us continue with that tradition as we award our Most Valuable Players (MVPs) this week.

Here are our Billions awards for Season 4, Episode 3, “Chickentown.”

Continue reading “The Unbeatable, Unstoppable, Unparalleled MVPs from Billions Season 4 Episode 3”

Billions on Showtime, Season 4 Episode 3: Chickentown

A migraine. An algorithm. A blossoming friendship. And lots of chickens! Billions gives us a fun episode in which Axe and Chuck fight at multiple fronts and end up in Chuck’s office drinking to their friendship of a sort 😀

Chuck’s day starts with a migraine and gets downhill from there.

Chuck Senior calls from Kingsford to tell his son it is time for Pericles, ahem, Chuck, to stroll the Parthenon, ahem, the casino built on Senior’s land.  They are having the grand opening with fanfare and two important union leaders with 400K potential votes for Chuck in attendance. Chuck has to show up with Wendy, smile, shake hands and seal the deal. And when Chuck resists:

Senior: “Do you think JFK complained when Ol’ Papa Joe sat him down with steel workers?”

Junior: “You’re delivering Schenectady, dad. Not Ohio.”

Continue reading “Billions on Showtime, Season 4 Episode 3: Chickentown”

From the Trader’s Desk: Runnin’ with The Devil – Billions S4 E2

I live my life like there’s no tomorrow
And all I’ve got, I had to steal
Least I don’t need to beg or borrow
Yes I’m livin’ at a pace that kills

Runnin’ With the Devil – Van Halen

Greetings from the Trader’s Desk! I’m going to do things a bit different today. Instead of doing an in-depth recap (my partner in crime Damianista has done an amazing one), I’ll be giving my observations of the various relationships we saw this week. Also, on a good news front, I’ll be having surgery to remove my chemo port this week, and I’ll be on the disabled list for a day or so, so this will have to be a bit condensed. As always, if there is some “fin-speak” you need explained, please let me know!

I want to start with an explanation of what Private Equity is, since it was a big part of the Axe/Rebecca storyline. Private equity is composed of funds and investors that directly invest in private companies. For example, if a firm or an individual invested in Uber (a private company) they will have gotten in early, before the company goes public and IPOs. These investors now have a percentage (or shares) in the company. When the company does go public, the investment could have increased significantly, and now the shares can be sold publicly. Investing in private equity is not a guarantee – sometimes you need to kiss a lot of frogs before you get your Prince! Continue reading “From the Trader’s Desk: Runnin’ with The Devil – Billions S4 E2”

The Unbeatable, Unstoppable, Unparalleled MVPs from Billions Season 4 Episode 2

Last week we introduced you to our ‘Billions MVP Fanbook,’ a compilation  post commemorating all those in honor of achievement for the utmost brazen, uber shameless, ultra scheming, unmatched badasses to date – from sports references, music, and tasty food to pop culture remarks, shocking twists and ultimate paybacks. Let us continue with that tradition as we award our Most Valuable Players (MVPs) this week.

Here are our Billions awards for Season 4, Episode 2, “Arousal Template.”

Continue reading “The Unbeatable, Unstoppable, Unparalleled MVPs from Billions Season 4 Episode 2”