Paul J Davies
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pauljdavies.bsky.social
Paul J Davies
@pauljdavies.bsky.social
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
Calls to mind one of my favourite Raymond Carver poems>
November 14, 2025 at 11:49 AM
Consolation for Rachel Reeves this morning. “Adulthood is a sham.”
November 14, 2025 at 9:46 AM
What?
November 12, 2025 at 1:58 PM
More good stuff on the debt building AI from my colleague Shuli Ren >> Creditors are still demanding extra yield to fund the AI infrastructure buildout. That's a good sign www.bloomberg.com/opinion/arti...
November 12, 2025 at 10:14 AM
Heard on the Street: Microsoft’s new disclosures about its dealings with OpenAI only underscore how much remains hidden www.wsj.com/tech/ai/micr...
November 11, 2025 at 4:52 PM
Good column. And some top turns of phrase. “Empurpled megaphone”! 🤣
Tina Brown: The made farrago at the BBC.

open.substack.com/pub/tinabrow...
November 11, 2025 at 2:15 PM
I’m going to stuck on this for days. There is no answer to the question sacred tradition or nostalgic evasion? What can you let go and what more do you lose?
From: On Giving Up by Adam Phillips.
November 8, 2025 at 8:03 PM
November 7, 2025 at 10:41 AM
UBS Chair Colm Kelleher isn't the only person worried about credit ratings arbitrage and optimization or weak insurance regulators. Marc Rowan of Apollo disagrees. Here's why Kelleher is right. Via @opinion.bloomberg.com >> www.bloomberg.com/opinion/arti...
November 6, 2025 at 11:42 AM
Private equity firms still aren’t sending enough cash back to investors and struggling to exit their holdings despite an investment banking boom. But some firms are struggling more than others… #Blackstone #Carlyle #Apollo
Private Equity Must Sell More

www.bloomberg.com/opinion/arti...
November 5, 2025 at 9:00 AM
I love the smell of onions and mustard in the mornings!
November 4, 2025 at 4:15 PM
New financial meme just dropped

www.ft.com/content/4285...
November 3, 2025 at 11:07 AM
I don't know what else is going on here, but this looks like it could be a reaction of Meta's on balance sheet unsecured bonds to the sale of its monster <cough> off balance sheet debt >>
October 31, 2025 at 9:48 AM
They... er... come again?
October 30, 2025 at 1:24 PM
Strong, if unorthodox, opening to the BBVA earnings call according to the auto transcription >>
October 30, 2025 at 9:54 AM
BNP and HSBC are both being vague about a few awkward questions right now, but only one is being punished for it by shareholders. Via @opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
October 29, 2025 at 10:27 AM
His answers on that are just argh… I swear if that was my kid I’d send them to their room with no phone or computer to think about their behaviour for a while!
October 24, 2025 at 7:30 AM
So many of Farage’s responses in here are vacuous, stroppy or elusive. There’s almost no policy area on which he can be pinned down. And then we get there: It’s just about the vibes. Interview with Mishal Husain via @bloomberg.com

www.bloomberg.com/features/202...
October 24, 2025 at 7:17 AM
Jane Fraser faced skepticism inside and outside Citigroup when she took the giant bank's helm, but she's earned her new beefed up title. via @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
October 23, 2025 at 1:50 PM
the norms...
October 22, 2025 at 4:25 PM
Barclays took the Tricolor hits of US peers, but had misses on big IPOs and stock trading - it's investment bank is lagging, again. There is progress at the group this year. Higher return targets are coming but the margin for error is slim. @opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
October 22, 2025 at 1:43 PM
What?

Pardons (and commutations)
October 22, 2025 at 12:20 PM
For breakfast on a Monday tho?!
October 20, 2025 at 1:38 PM
My take on what he's doing is more like keeping the rest of his people paranoid as his eventual retirement approaches. But also that there are troubling things to keep an eye on. www.bloomberg.com/opinion/arti...
October 20, 2025 at 12:05 PM
Kids, never let almost complete ignorance stand in your way of achieving your dreams!
October 18, 2025 at 5:42 PM