Paul J Davies
@pauljdavies.bsky.social
5K followers 1.3K following 6.1K posts

Has views on banking and finance for Bloomberg Opinion. Just because you “like” something doesn’t mean you *like* something… Money. Music. Books and Bad like really atrocious Jokes. Also #COYS

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Economics 14%
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pauljdavies.bsky.social
🧵 A massive sell-off in Treasury markets is threatening to turn Trump’s tariff war into full blown financial crisis. Hedge funds unwinding highly leveraged basis trades is fuel to these fire sales – that’s bad on its own, but these trades are much more important than just bets on markets.
Shadow Banks Are Too Big to Stay in the Shadows
Mega hedge funds are so critical to modern finance they should be regulated more like banks.
www.bloomberg.com

pauljdavies.bsky.social
Pretty sure you can’t pass lifetime tenancies onto your kids or anyone else anymore - and that was scrapped a long time ago - but there are plenty of people enjoying subsidized rent that could maybe should pay market.

pauljdavies.bsky.social
Scenes from the Aga Khan centre Kings X.
Tiled floor and framework fence. Scalloped marble wall with water running down b Aquamarine and blue dots on a gold background with Islamic calligraphy above and below.

Reposted by Paul Davies

pauljdavies.bsky.social
I think it depends how deeply embedded you were before. New money like the Mones get dropped in disgust I reckon. Was Vennels a later convert? I can imagine she’d attract a certain kind of piteous concern and many prayers for her suffering and sinful soul.

pauljdavies.bsky.social
Unsolicited Dirty Dick pic
It’s Richard Nixon

pauljdavies.bsky.social
An extra for luck. Not read this yet, recently given to me by a friend who always has book recommendations and the first chapter made it seem like it’s going to be strange and entertaining. It’s about a nearly pop star who never quite made it but is still sort of trying.
Street-level superstar - a year with Lawrence by Will Hodgkinson.

pauljdavies.bsky.social
And this one is a blow by blow history of the suez crisis and Hungarian revolt of 1956. By the end the only seemingly honourable people are Eisenhower and to be fair probably Nasser. Left me with an even lower option of Eden than the vague one I already carried. Also very good!
Blood and Sand by Alex von Tunzelmann

pauljdavies.bsky.social
This is personal stories of some bewildered and traumatised people in East Germany a few years after the wall came down. Sort of part travel book part journalism, but just really good clear crisp writing. And fascinating stories.
Stasiland by Anna Funder

pauljdavies.bsky.social
Three good (and very different) books I read this summer:
This one is a very deeply reported tale about the evolution of OpenAi but also an intellectually ambitious take on how the industry is sucking up physical, financial and labour resources and abusing them all. It’s very good!
Cover of Empire of AI by Karen Hao.

pauljdavies.bsky.social
Oh he’s not technologically stabling the horsemen or anything like that. He said so.

pauljdavies.bsky.social
The upshot is: Pray for Peter Thiel’s tormented soul if you’re that way inclined. Otherwise, embrace chaos and violence.

pauljdavies.bsky.social
This book is a breathless and heroic thrill ride through reform of a large and complex public procurement process!
The cover of Unit X: How the Pentagon and Silicon Valley are transforming the future of war. By Raj M. Shah and Christopher Kirch.

pauljdavies.bsky.social
That houndstooth check is actually spectacular. Would wear.
archivetvmusings.bsky.social
The Morecambe & Wise Show (10th October 1971). Eric and Ernie welcome their special guest - Sir John Mills.

pauljdavies.bsky.social
How could I have missed that!

Reposted by Paul Davies

archivetvmusings.bsky.social
The Morecambe & Wise Show (10th October 1971). Eric and Ernie welcome their special guest - Sir John Mills.

pauljdavies.bsky.social
Wish this one would work

America’s Boy (Broadcast) 10
American Boy (Estelle) 10!

pauljdavies.bsky.social
Oh oh…

It takes two (Rob Base and DJ Eazy Rock) 10
It takes two (Marvin Gaye and Kim Weston) 7.5

18.5

pauljdavies.bsky.social
Maybe several bank accounts? And houses? In island and a jet to get there? Private army? Gotta have a private army these days

pauljdavies.bsky.social
Environmentalism, Shariah law and communism. But mostly environmentalism. And actually Greta Thunberg.

pauljdavies.bsky.social
All back to Jack's for beers until eternity then yeah...
CoreWeave Insiders Sold $1 Billion Post-IPO as AI Rich Cash Out www.bloomberg.com/news/article...

pauljdavies.bsky.social
That looks like a pot of tea and many more hobnobs than initially intended to me!

pauljdavies.bsky.social
Thanks! I missed this one. Love a bit of loony techno esoterica

Reposted by Paul Davies

pauljdavies.bsky.social
You know he's already named the likely antichrist, right....?

pauljdavies.bsky.social
The Italian view of "national security" is quite fun. If the EU isn't going to criticize the Messina straits bridge as a defence joke, they can hardly complain about UniCredit-BPM either