Tag: Billions

From the Trader’s Desk: We Sold Our Souls, Recapping Billions S3 E7 “Not You, Mr. Dake”

You’re searching for your mind don’t know where to start
Can’t find the key to fit the lock on your heart
You think you know but you are never quite sure
Your soul is ill but you will not find a cure yeah

Your world was made for you by someone above
But you chose evil ways instead of love
You made me master of the world where you exist
The soul I took from you was not even missed yeah

Lord of this World –  Black Sabbath

It seems this episode has a lot of lost souls – will they be missed? Characters we thought we knew dive even further into the abyss. For some, its par for the course; for others (at least in my opinion) it’s a bit of a shock. In the world of “Billions” if you’re not part of the Triumvirate, you are not seen as anything but usable. Even though our trio weasels their way out of their mess, it seems like a Pyrrhic Victory.

Nobody knows what they are capable of doing in a stressful situation. We all say we won’t cross an imaginary “line”, but when faced with jail, the loss of your freedom, and the pain that would inflict on your family, your “line” can and will move. Continue reading “From the Trader’s Desk: We Sold Our Souls, Recapping Billions S3 E7 “Not You, Mr. Dake””

From the Trader’s Desk: 2 for 1 Special – Your Questions & Wendy’s Personal Kobayashi Maru

After a brief hiatus, Lady Trader is back to answer some questions about “A Flaw in the Death Star” and my take on “The Third Ortolan”.

I received some questions regarding “A Flaw in the Death Star”: Dollar Bill’s trade, why Axe Capital would hire someone like Ari Spyros, Taylor’s meaning of “ETFs have sucked all the dumb money out of the market that hedgies used to prey on”, and last but not least, the biggest question of the season so far: Why did Axe Capital move to NY?

In “A Flaw in the Death Star” we see Dollar Bill plan to short a pharmaceutical company, Mendham. He has paid off one of the employees to blow the whistle on the animal cruelty that is going on there. A simple short for Dollar Bill and a crap load of money for Axe Capital. But, Dollar Bill has come up against something he can’t throw a duffel bag of cash at – Head of Compliance, Porsche driving, cappuccino making (and I’m guessing its cappuccino since I don’t drink coffee), and all around boorish , Ari Spyros. Continue reading “From the Trader’s Desk: 2 for 1 Special – Your Questions & Wendy’s Personal Kobayashi Maru”

From the Trader’s Desk: Winning Ugly Billions S3 Ep4

Happy Earnings Season from the Trader’s Desk!

This week’s episode of Billions was aptly named “Hell of a Ride”, and it certainly was one (maybe not so much for Craig Heidecker!!). We’ll also see how a win’s a win, even if it’s ugly.

Before I get into the meat of my recap (Axe and Taylor) some observations: Wendy’s look at the Yale reunion was amazing! I have never thought this about her before, and I guess it’s why it stood out for me. Her hair and make-up was great. She should keep that look – get that hair outta your face girl! Continue reading “From the Trader’s Desk: Winning Ugly Billions S3 Ep4”

From the Trader’s Desk: Attack of the Quants!! Billions Recap, S3 Ep3

Greeting’s from the Trading Desk! This week’s recap will be broken down into three parts: the first part will be a bit of a rant before the actual recap, the second, on Axe Capital and the attack of the “Quants”, and last, but not least on the dealings of Axe and in keeping with his God Complex, how he gave two people their “lives” back.

Rant: I need to address Ira and his girlfriend. I usually don’t veer off into the non-financial aspect of Billions, but it was the opening scene, and it pissed me off and had me yelling at my screen.

Ira, if that chick doesn’t want to marry you when you’re broke, why the hell would you want to marry her when you’re loaded? She basically told you she was a gold digger! And, she knows you are in financial trouble, but still orders those damn truffles? GTFO with her. Maybe your revenge was giving her that fugly ring? Ira, go out and get yourself a real woman, not a money grubbing Barbie. It’s women like that who give us GOOD women a bad name.  OK, end of  first rant. (If anyone who knows me and just read that in my 100% Brooklyn accent, thank you!!) Continue reading “From the Trader’s Desk: Attack of the Quants!! Billions Recap, S3 Ep3”

From the Trader’s Desk: Billions S3 Ep2: Young Grasshopper vs Master Po

Happy Friday from the Trader’s Desk.

The title of my post comes from the TV series “Kung Fu” which features a student (Grasshopper) and a teacher (Master Po). I couldn’t help but think back to this reference throughout, and especially at the conclusion of this episode. Has the Student become the Master?

Axe behaves like a full blown addict in this episode. Some people are hooked on drugs or booze. Some on food or shopping; Axe is addicted to the thrill and control that trading, and making  big moves brings to him. It’s late at night, and he can’t sleep. It’s his first night of withdrawal, and he’s aching. You can see it on his face “what did I just do?” He needs to talk to the only person who can get him through this, and that is Wendy. Wendy is his sponsor in the AA of trading. Continue reading “From the Trader’s Desk: Billions S3 Ep2: Young Grasshopper vs Master Po”