Paul Davies | Lightnews

Paul J Davies

@pauljdavies.bsky.social

5.3K followers 1.4K following 6.9K 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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Business 46%

Economics 14%

Posts Replies Media Videos

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Paul J Davies @pauljdavies.bsky.social · Apr 9

🧵 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

Paul J Davies @pauljdavies.bsky.social · 9h

Like money!

Paul J Davies @pauljdavies.bsky.social · 10h

Good long read on the vast power and influence of Stephen Miller. What a guy.

www.bloomberg.com/news/feature...

Who Is Stephen Miller? The Trump Aide Driving Policy in the Second Term

From immigration to Latin America policy, the White House adviser excels at channeling the president’s desires.

www.bloomberg.com

Paul J Davies @pauljdavies.bsky.social · 10h

Credit, esp CDS, was reacting much more swiftly iirc. People looking at the Italian shutdown and seeing the very near term likelihood it was coming to every other country too.

Paul J Davies @pauljdavies.bsky.social · 11h

Those consequences might be years away. When your job is to invest similarly but marginally better than all your rivals, especially in Jan with a new year’s budget, the greed of earning and fear of performing worse govern.

Paul J Davies @pauljdavies.bsky.social · 11h

This is totally right but I still see the rationality in the markets’ reactions rn. Investors aren’t good at collectively pricing gradations of future risks imo. You can see a high likelihood of eg Arthur Burns 2 and still stay invested until the consequences of AB2 begin to actually appear.

Katie Martin @katie0martin.ft.com · 12h

If you think he's going to play nicely in markets/finance then I love that for you. Adorable.

My thing this weekend:

What is to stop Trump upending the rules in global finance too? - as.ft.com/r/53e52459-8...

What is to stop Trump upending the rules in global finance too?

[FREE TO READ] Action against Venezuela and sabre-rattling towards Greenland point to risks in US president’s approach to the Fed

as.ft.com

Reposted by Paul Davies, Peter Holmes, Iikka Korhonen , and 1 more Paul Davies, Peter Holmes, Iikka Korhonen, James Scott

Katie Martin @katie0martin.ft.com · 12h

What is to stop Trump upending the rules in global finance too?

[FREE TO READ] Action against Venezuela and sabre-rattling towards Greenland point to risks in US president’s approach to the Fed

as.ft.com

Reposted by Paul Davies

Will Dunn @willdunn.bsky.social · 1d

Ban it, it's just one shitty website, well worth the risk www.newstatesman.com/politics/202...

Starmer should call Trump’s bluff on X

This is an opportunity for the Prime Minister to show some resolve

www.newstatesman.com

Reposted by Paul Davies

Mr Market Miscalculates 🇪🇺🇺🇦🏴‍☠️ @mrmarketmis.bsky.social · 1d

Who wants to tell him?

Paul J Davies @pauljdavies.bsky.social · 1d

Four eps in and this is superb. Thought I knew quite a lot about Fela but uh-uh. Also very interesting production values like I’ve never heard before mixing the music with analysis and storytelling. Thanks @kendrawrites.com for posting the other day.

open.spotify.com/episode/1sHy...

1: To Hell and Back

open.spotify.com

Reposted by Paul Davies, Aaron Sojourner, Steven H. Seggie

Dom White @domw.bsky.social · 1d

I done one of these.

bsky.app/profile/did:...

Reposted by Paul Davies, Aaron Sojourner

Paul J Davies @pauljdavies.bsky.social · 1d

open.spotify.com/track/6pMPU9...

Dopamine

open.spotify.com

Paul J Davies @pauljdavies.bsky.social · 1d

Just….

open.spotify.com/track/3JH67x...

Spotify – Web Player

open.spotify.com

Paul J Davies @pauljdavies.bsky.social · 1d

open.spotify.com/track/7FTClO...

Just a Sec

open.spotify.com

Paul J Davies @pauljdavies.bsky.social · 1d

I’m not sure enough of you understand how good BINA is

open.spotify.com/track/5hCWxI...

Self Assured

open.spotify.com

Paul J Davies @pauljdavies.bsky.social · 2d

That's most chronic conditions to be fair

Paul J Davies @pauljdavies.bsky.social · 2d

First thing I did when I saw that headline was try to check activity on P***market

Paul J Davies @pauljdavies.bsky.social · 2d

Sad I missed this anarcho-punk-numetal festival last year. Cracking line up

2025

Stratified Society
Synthetic Everything
The Rise of the 8th Continent
Shifting Superpowers
Crisis Capitalism

Paul J Davies @pauljdavies.bsky.social · 2d

Looks like the memestock traders have discovered the Bank of Greenland. Story unfortunately Terminal only >>

Stock chart for a tiny bank that leapt 40% in recent days then tumbled 17% today

“Greenland could see massive investment,” Hansen said. “I do not know — and investors do not know — what will happen, but it might happen. More investment means more business buzz.”

Paul J Davies @pauljdavies.bsky.social · 2d

I think he’s arriving at The Don in St Swithin’s Lane for his regular table right about now…

Paul J Davies @pauljdavies.bsky.social · 2d

Agree this seems like a key psychological aspect. And I really worry how much it degrades their relationships (and attitudes towards and ability to have relationships) irl. The whole A.I. sex cam/companion thing is equally troubling itr

Paul J Davies @pauljdavies.bsky.social · 2d

But what grates my cheese is lumping these together as a problem of either organisational theory, or even worse leadership style! It's definitely getting sold to voters as the latter, which is a dead end that just encourages the kind of strong-man BS we see growing everywhere.

Paul J Davies @pauljdavies.bsky.social · 2d

This "state capacity" piece is irritating. The examples are different kinds of problem: Some are just employ more people and the backlogs will clear; some are pork barrel/industry lobbying; and some are safety/interest protection, which do need political choices
www.economist.com/britain/2026...

State capacity is the issue of the age

The Labour Party and its rivals agree on much about what is wrong with government

www.economist.com

Paul J Davies @pauljdavies.bsky.social · 2d

Maybe it’s also a bit like the fear of “British people won’t stand for restrictions on freedom” that delayed political action as Covid was blowing up. In the end it was … fine? Most people agreed with staying home and wearing masks? But the deafening minority still have immense sway

Paul J Davies @pauljdavies.bsky.social · 2d

Tbh I already found it confusing as a child when adults did this.

Paul J Davies @pauljdavies.bsky.social · 2d

Answer the telephone by announcing the name of your town or village followed by the extension number.

3ccentric @thereal3ccentric.bsky.social · 3d

Without revealing your actual age,what's something you remember that if you told a younger person they wouldn't understand?

Paul J Davies @pauljdavies.bsky.social · 2d

This by the way is the richest, most intelligent and, above all, honest piece of writing I’ve read in a long time. It’s about far more than the killing in Gaza. It’s a seriously strong work of moral and political analysis.

Cover of “One day everyone will have always been against this” by Omar El Akkad.

Paul J Davies @pauljdavies.bsky.social · 2d

Placing a sticker saying “kick me” on her own back. Incredible work.

Paul J Davies @pauljdavies.bsky.social · 2d

UK gloom overdone - from a markets PoV anyway - says Caxton CEO >> Markets signal a brighter UK future after lost decade
www.ft.com/content/9217...

Chart showing FTSE 100 bank stocks beating US magnificent seven over the past two years in local currency terms.

Reposted by Paul Davies

Colin Elves @colinelves.bsky.social · 2d

Anyway, just so we’re clear: X dot com is not a publisher and it bears no responsibility for any child porn created by its AI at the request of its paying customers that it distributes on its platform and directs to other customers based upon its proprietary algorithm.

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