Discover and read the best of Twitter Threads about #billions

Most recents (16)





Who's up for the learning?👇👇

@dmuthuk @shl
@SahilBloom @FinKrypt @FinMedium @Sanjay__Bakshi @DividendGrowth @vedantm_ Image


Considers China a "foe" and "adversary". Trump's attitude towards the Chinese government may help India if things turn sour between New Delhi and Beijing

#USAElections2020 #USElection #TrumpIsALaughingStock #TrumpCollapse @GabbbarSingh Image

Considers China to only be a fierce competitor. and strives to bring down unnecessary tension between the governments

#Biden #Biden2020 #BidenHarrisToSaveAmerica #Michigan
Read 18 tweets
#BillGates promises "#vaccines in all countries by summer"…

The father of #Microsoft and the Bill & Melinda #GatesFoundation presented the #Goalkeepers 2020 report and championed a global approach to the fight against #Covid19.
With one ultimate solution: #vaccines.
The Goalkeepers report tracks progress in sustainable development, according to the goals set by the UN. It is based on eighteen indicators: poverty, inequalities, health, fight against climate change, education, etc.

But in this year of Covid-19, the finding is clear:
Read 12 tweets
1/x ⬆️ Testing = ⬆️ Cases

This ALSO:

(1) ⬆️ #False_Positive PCR results (compared to True Positives)
especially if ⬆️ #asymptomatics tested


(2) #NON_infectious cases IF excess Ct cutoff

Leads to #erroneous reporting of #NON_Infectious #Cases


2) Viral cultures for COVID-19 infectivity assessment – a systematic review

By Prof @carlheneghan et al…

Read 171 tweets
"Think about this, you know financial loss and market inefficiency and just plain error offend me more than almost anything a human can do to me." is the biggest insight into the brilliance of Taylor Mason. Wow. Just wow. #Billions
I thought this last episode of #Billions was huge, one of the best. Great time to take a break and nice reference to Corona virus. I'm now waiting for a reference to Robinhood traders!
So David Costabile directed this last one and I checked IMDB, it's his first directorial. What a debut! Respect to show runners @briankoppelman @andrewrsorkin
Read 5 tweets
Uh what?

(No one puts out a press release they want seen at 9:15pm on a Friday.)
Also, the SEC chair becoming the surprise new US Attorney for the Southern District feels like a discarded #Billions plot. @briankoppelman @DavidLevien
Also this is really bad.
Read 4 tweets
1/9 Thread - Trading Alpha lies in areas neglected by people, this is probably why I don't use TA (because if everyone's doing it). While I post some of my thoughts and trades but I rarely give a 'satisfactory' answer on HOW I arrived at those calls, so here goes for a past trade
2/9 'The Big Straddle', Pre-Mar 13 trade
PnL of this Put trade was only around 40-50 #BTC because part of the trade was a hedge and we lost the premium on the calls we bought, breakdown:

1) Short 65 x 10K Puts Jun 2020
2) Long 100 x 8K Calls Apr 2020

3/9 Rationale for 'The Big Straddle'

Credit Bubble

Genesis issued 1.1 Bn in loans in 2019 with 500 Mil outstanding. (screenshot taken from Genesis's website)

Our estimates are that there are around 4-5Bn loan outstanding in the entire market. (BlockFi, Celsius, Babel etc)
Read 9 tweets
.@laubf te informa todos los estrenos de @NetflixLAT durante la semana. @Late931Oficial @lolibelotti
#Billions, cuarta temporada, el abogado Chuck Rhoades inicia una investigación implacable contra el millonario Bobby Axelrod, un elusivo empresario dedicado a negocios de todo tipo. Image
#WorkinMoms, se acabó la licencia por maternidad, y es hora de que estas cuatro mamás vuelvan al trabajo... sin dejar de lidiar con hijos, jefes, amores y demás asuntos de la vida. Image
Read 7 tweets
#Petrol fonu %30 gitti dedik, çeyrek #altın patladı 600 TL oldu dedik. Arada gerçekten uçup giden şeyler varmış neredeyse kaçırıyorduk! Gösterge olarak mevduatı, hadi en fazla 30 endeksi alan #fonlar ne yapmış öyle diye şaşa kaldık 😊 (@_Gauss123_ 'a teşekkürler)

Buyrun bakalım:
Her bankadan/kurumdan alınabilen #TEFAS fonlarını açıp, yılbaşından bugüne kadar getirilerine baktığımızda... 3 tane serbest ("hedge") fonun %61, %126 ve %331 getiri verdiğini görüyoruz!! Hadi %61'lik fakir getirisini kenara bırakıp 😂 diğer ikisine bakalım: Image
Acaba yanlışlık mı var yoksa ZP'nin yöneticileri mükemmeliyet peşinde mi? Diğer fonlarına 2020 için bakıyoruz; eski nesil göstergeler seviyesindeler. 2019'a baksak, orada da serbest fon herkesten aşağıda (%15)!

[not: bu fonları sadece nitelikli (zengin) yatırımcılar alabiliyor] ImageImage
Read 10 tweets
Here's a #HollywoodGold story I've never told before. It's short. True. And involves a kind of belief in spirits. I am atheist, yet I have to acknowledge this did happen.
I was in a shrink's office. This is right after we had shot the pilot for #Billions and turned in our cut to the network. Everything was on the line. As I've documented, I was 49 years old and in a cold period in my career before the pilot got green lit.
And I was in there, talking to the shrink, and suddenly David Chase popped into my head. I started to talk about Chase's career. And his late period renaissance but mostly, I was talking about his greatness.
Read 7 tweets
Blogs, podcast, webs, perfiles, youtubers... En las #RRSS abunda la piedra filosofal de la #rentabilidad. Pero este mundo es complicado y eso no es lo que yo he aprendido estos años. Son ideas de mi #experiencia que no van a ningún lado ¿Me acompañan? Va HILO👇👇#Iparfilms (1/13)
"Cualquiera puede ser un ´héroe" y el mejor #trader del Universo pero, ojo cuidao; lo que Natura no da Salamanca no presta. Así que antes de hacer experimentos, fórmese, lea, investigue y aprenda continuamente. #formacion #Batman (2/13)
Existe una diferencia abismal entre gestionar su dinero o el de otros. Yo gestiono el mío. #SkinInTheGame (chupito!) Y mis errores son míos. Para gestionar una #cartera hay que hacer algo tan sencillo como complicado, cometer los menos errores posibles. #Munger dixit. (3/13)
Read 13 tweets
11 TV Series To Watch If You Want To Be A Better Business Person.

Now unlike movies, you get to learn for far longer and see more evolved persons and scenarios.

Lets dive in.

1. Billions - Headlined by the great Bobby Axelrod, #Billions is about the hedge fund business, how...
a fast paced organised workplace functions and the deft deals and shafting that happen in that shark infested world. #Billions will teach you the reality of business, and how thinking quick and acting fast is the only way to win and stay ahead.

It's 4th season recently ended.
2. Mad Men - Goodness, this series is everything. You get to understand how the behind-the-scenes of an advertising agency works. You'll learn abiut marketing and advertising angles, and why unlike most Nigerians think, the most important people in your company are those who sell
Read 14 tweets
1) I'm trying, on this hiatus from writing/making #Billions, to write something different. I need to start from scratch. There is an urgency in my brain, something that keeps this idea, world, story coming to the fore. And I've noticed, all the old fear coming to fore, too.
2) This feels important to share. Even those of us who KNOW how rough first drafts feel, who know that a finished product--the novel or play or movie--we see is polished and refined and finished, even we can be momentarily defeated by the daunting and seemingly impossible task.
3) I am dead certain I know how to write this. I am made to write it. Have been thinking about it for a long while. More than that, it is insisting on it--showing up when I am exercising or taking walks or journaling.
Read 6 tweets
#Measles thread:

If you grew up like I did with parents who didn’t believe in vaccinating kids cause “cult” church, or whatever, you may be wondering if you should get yourself vaccinated as an adult.

(follow along & share)



*not a doctor, just sharing info I learned today from my own doctor + #science*

*blocking/inoculating the spread of anti-vaxxer responses bc Jenny McCarthy didn’t even play a Dr. on TV.


#Measles what is it?

“...highly contagious virus that lives in the nose and throat mucus of an infected person...can spread to others through coughing and for up to two hours in an airspace where the infected person coughed or sneezed.”…
Read 13 tweets
Mega Thread of Opinion (1 of 52)

My take on #Election2019, is one that will surprise all #Canadians who will take the #time to read past this #headline. It will be a #long #series of #tweets that will be #purely #honest & straight to the #point.
This #series of tweets will contain #jabs at #voters, the #media & our #political #parties & they are #jabs, that in my own #opinion are #merited. Agree or don’t agree, I won’t care, but it needs to be said to ease my conscience in the lead up to our election!
In 2015, Canada’s #media, declared that #Trudeau & .@liberal_party outflanked the @NDP on leftist policies & for the 1st time in recent history the media supported large deficits & destruction of our country’s finances over a more balanced approach. Let’s stop here for a sec.
Read 52 tweets
1) This is the call sheet for the pilot of #Billions. Note the date we started: Jan 19, 2015.
2)Fifteen months before, I really thought my career might be over. Or radically smaller. Because in October of 2013 a (bad) movie we wrote bombed and we were fired from an HBO show we were hired to run.
3)Our agents at the time told us we were basically un-hirable. Or that the demand for our services had shrunk. I remember walking New York City in a lost daze.
Read 8 tweets
001/ [article content in this tweet series 001-180 reproduced with permission from Martin Howe QC of Lawyers for Britain @lawyers4britain]
#quote "Leaving the EU on WTO terms: pulling down the barriers to world trade
Introduction: why prices will FALL after Brexit, not rise" /002
002/ #quote "Over the past couple of weeks, the media have been full of lurid scare stories about what will happen if the UK leaves the EU on WTO terms, because negotiations with the EU do not result in a withdrawal agreement." /003
#tariffs #NoDeal #Brexit #WTO #ProjectFear #shortages #food #medicines
003/ #quote "One of the most ridiculous and UNJUSTIFIED of these absurd scare stories is that it will lead to higher prices, and even shortages, of foods and medicines." /004
Read 180 tweets

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