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From the Trader’s Desk: Billions S4 E10 New Year’s Day – May 31, 2019

Moments in Time

by Lady Trader I Fan Fun with Damian Lewis I May 31, 2019

And so we’re told this is the golden age
And gold is the reason for the wars we wage
New Year’s Day – U2

Hello and welcome to the Trader’s Desk. I know I have said this a few times (and we still have two episodes left) but this may be my favorite episode of the season! From the opening, to getting answers to questions I have had for 4 seasons, this was exactly the episode I needed after last week’s break.

I want to break my post down into two parts: quick observations, and then diving into particular moments. I believe certain moments of “New Year’s Day” are pivotal for some of our favorite characters.

Observations

I could not think of a better opening sequence than the one we were privileged to get this week. The combination of the wintery scenes of my favorite places in downtown Manhattan, accompanied by the unique voice of Bono from one of my favorite bands, U2, was just simply genius. I have had the pleasure of seeing U2 in concert several times, and all I can say is that there are front men, and then there’s Bono.

Taylor buying up shares in the main supplier to Rebecca’s Saler’s stores is a smart move. TMC basically controls the oxygen to the stores now, since Kling Appliances was 63% of Saler’s revenue. Rebecca will try to look for another supplier to buy, but some of the names she mentioned (Samsung, LG) are huge companies. The market cap of Samsung is $272B, and while smaller, the market cap of LG is $4.8B. Neither one are really options for Rebecca, since Saler’s has more debt than cash. It will be very interesting to see how this works, or if Axe can ride to the rescue once again for Rebecca.

Bonnie is now the Axe Cap IR person? This just seems strange. Don’t get me wrong – I love Bonnie, but I truly think she is much better at her Bloomberg trading than out meeting with current and potential clients. Bonnie’s personality is an “acquired” taste, so I’m wondering if this was done to break up her budding relationship with Dollar Bill. As always, Billions doesn’t do things just to do them, so I’m curious to see where this new role takes Bonnie. Continue reading From the Trader’s Desk: Billions S4 E10 New Year’s Day – May 31, 2019