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pauljdavies.bsky.social
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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Business 46%
Economics 14%
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pauljdavies.bsky.social
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
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pauljdavies.bsky.social
Paul J Davies @pauljdavies.bsky.social · 15m
Shiny Dancer
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pauljdavies.bsky.social
Paul J Davies @pauljdavies.bsky.social · 34m
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
Paul J Davies @pauljdavies.bsky.social · 38m
Environmentalism, Shariah law and communism. But mostly environmentalism. And actually Greta Thunberg.
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pauljdavies.bsky.social
Paul J Davies @pauljdavies.bsky.social · 42m
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...
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pauljdavies.bsky.social
Paul J Davies @pauljdavies.bsky.social · 58m
That looks like a pot of tea and many more hobnobs than initially intended to me!
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pauljdavies.bsky.social
Paul J Davies @pauljdavies.bsky.social · 1h
Thanks! I missed this one. Love a bit of loony techno esoterica
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pauljdavies.bsky.social
Paul J Davies @pauljdavies.bsky.social · 1h
You know he's already named the likely antichrist, right....?
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pauljdavies.bsky.social
Paul J Davies @pauljdavies.bsky.social · 1h
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
reuters.com
Reuters @reuters.com · 1h
Italy ready to defend 'golden powers' against EU moves, economy minister says reut.rs/4h3GS09
Italy ready to defend 'golden powers' against EU moves, economy minister says
The Italian government will defend its golden powers aimed at shielding strategic assets, its economy minister said on Friday, as Brussels prepares to challenge the legislation.
reut.rs

Reposted by Paul Davies, Alan McNally

reuters.com
Reuters @reuters.com · 1h
Italy ready to defend 'golden powers' against EU moves, economy minister says reut.rs/4h3GS09
Italy ready to defend 'golden powers' against EU moves, economy minister says
The Italian government will defend its golden powers aimed at shielding strategic assets, its economy minister said on Friday, as Brussels prepares to challenge the legislation.
reut.rs
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pauljdavies.bsky.social
Paul J Davies @pauljdavies.bsky.social · 1h
Oh god, oh lord jesus, please! PLEASE! Nooooooooooo
It's an advertisement for like maybe a song by Elton John called Touched by Gold, but also for the World Gold Council...? Maybe the song is the advert for gold?!
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pauljdavies.bsky.social
Paul J Davies @pauljdavies.bsky.social · 2h
Def remember those verses in Revelations:
And lo the servants of the beast restricted leverage multiples for take privates to be not more than six time of the ebitda/
And they said to the mortgage lenders you must render equity above 10 for each hundred and the issuing of second lien debt is death
michaelsderby.bsky.social
Michael Derby @michaelsderby.bsky.social · 2h
Conservative tech lord Thiel said tighter financial regulations “were a sign that a singular world government has begun to emerge that could be taken over by an Antichrist figure who could then use it to exert control over people.” Via WashPost
Inside billionaire Peter Thiel’s private lectures: Warnings of ‘the Antichrist’ and U.S. destruction
In leaked recordings of private lectures by tech billionaire Peter Thiel he argued that “the Antichrist” is likely to take the form of a critic of technology.
www.washingtonpost.com
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Reposted by Will Jennings, Paul Davies, James Scott , and 1 more

michaelsderby.bsky.social
Michael Derby @michaelsderby.bsky.social · 2h
Conservative tech lord Thiel said tighter financial regulations “were a sign that a singular world government has begun to emerge that could be taken over by an Antichrist figure who could then use it to exert control over people.” Via WashPost
Inside billionaire Peter Thiel’s private lectures: Warnings of ‘the Antichrist’ and U.S. destruction
In leaked recordings of private lectures by tech billionaire Peter Thiel he argued that “the Antichrist” is likely to take the form of a critic of technology.
www.washingtonpost.com
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pauljdavies.bsky.social
Paul J Davies @pauljdavies.bsky.social · 3h
It's deadline day in the most interminable bank deal: BBVA's tender offer for Sabadell. What will the 40% of retail investors on whom the deal hangs do? I looked at the options using Samuel Beckett, game theory, the Kobayashi Maru and chess... none of it helped.
www.bloomberg.com/opinion/arti...
BBVA-Sabadell Is Absurdist Theater, Not a Deal
Estragon: Nothing to be done.
www.bloomberg.com
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pauljdavies.bsky.social
Paul J Davies @pauljdavies.bsky.social · 3h
I am drinking orange and rosemary infused water. It tastes a lot like... water.
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pauljdavies.bsky.social
Paul J Davies @pauljdavies.bsky.social · 3h
Not The Onion...?
wsj.com
The Wall Street Journal @wsj.com · 3h
RFK Jr.’s habit of working out in jeans is a source of curiosity and bewilderment in the fitness world.
Another Controversial Stance From RFK Jr: Working Out in Jeans
The health secretary’s gym habit is a source of curiosity and bewilderment in the fitness world.
on.wsj.com
5

Reposted by Paul Davies

wsj.com
The Wall Street Journal @wsj.com · 3h
RFK Jr.’s habit of working out in jeans is a source of curiosity and bewilderment in the fitness world.
Another Controversial Stance From RFK Jr: Working Out in Jeans
The health secretary’s gym habit is a source of curiosity and bewilderment in the fitness world.
on.wsj.com
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pauljdavies.bsky.social
Paul J Davies @pauljdavies.bsky.social · 3h
Alright, last guess: Share of companies that have already experienced their first shakedown by a member of the First Family?
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pauljdavies.bsky.social
Paul J Davies @pauljdavies.bsky.social · 3h
Share of companies with women on their boards/in top executive roles?

Or share of cos with DEI programs?
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pauljdavies.bsky.social
Paul J Davies @pauljdavies.bsky.social · 3h
Ah.... there they are!
Norinchukin Bank JV with trading house Mitsui faces $1.75bn exposure to First Brands
www.bloomberg.com/news/article...
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pauljdavies.bsky.social
Paul J Davies @pauljdavies.bsky.social · 4h
Waiting for the boss to return my “let me explain” call
a man with a mustache is sitting on a swing in a park
ALT: a man with a mustache is sitting on a swing in a park
media.tenor.com
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pauljdavies.bsky.social
Paul J Davies @pauljdavies.bsky.social · 4h
Or share off total sotck market cap accounted for by the top-10 companies...
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pauljdavies.bsky.social
Paul J Davies @pauljdavies.bsky.social · 4h
Share of companies that are profitable?
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pauljdavies.bsky.social
Paul J Davies @pauljdavies.bsky.social · 4h
In future, my most contentious columns will be spoken and “set to a catchy beat and propulsive bassline”.
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pauljdavies.bsky.social
Paul J Davies @pauljdavies.bsky.social · 4h
New fair comment defence just dropped >>
Judge throws out rapper Drake’s lawsuit against Kendrick Lamar ‘diss’ track www.ft.com/content/bb99...
Judge throws out rapper Drake’s lawsuit against Kendrick Lamar ‘diss’ track
Jeannette Vargas’s judgment says ‘Not Like Us’, which calls the Canadian singer a paedophile, was a statement of opinion
www.ft.com
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pauljdavies.bsky.social
Paul J Davies @pauljdavies.bsky.social · 4h
Ha ha ha ha. He's out of a job then
mayfaircynic.bsky.social
Mayfair Cynic @mayfaircynic.bsky.social · 4h
Marco Rubio supported Maria Corina Machado's nomination.
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Reposted by Paul Davies

mayfaircynic.bsky.social
Mayfair Cynic @mayfaircynic.bsky.social · 4h
Marco Rubio supported Maria Corina Machado's nomination.
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pauljdavies.bsky.social
Paul J Davies @pauljdavies.bsky.social · 7h
This is like The Big Lebowski of business columns. I tried to analyse outcomes of the BBVA tender for Sabadell using Godot, game theory, Star Trek and chess strategy. Tbh I didn’t really get anywhere. Via @opinion.bloomberg.com

www.bloomberg.com/opinion/arti...
BBVA-Sabadell Is Absurdist Theater, Not a Deal
Estragon: Nothing to be done.
www.bloomberg.com

Reposted by Paul Davies

wsj.com
The Wall Street Journal @wsj.com · 16h
Compared to Dylan and Springsteen, country-music legend Johnny Cash can seem deeply uncool. It took time for me to appreciate his profound, plainspoken strength, writes Jon Fasman.
Essay | Can We Finally Give Johnny Cash His Due?
Compared to Dylan and Springsteen, the country-music legend can seem deeply uncool. It took time for me to appreciate his profound, plainspoken strength.
on.wsj.com
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pauljdavies.bsky.social
Paul J Davies @pauljdavies.bsky.social · 22h
Good dog almighty!
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pauljdavies.bsky.social
Paul J Davies @pauljdavies.bsky.social · 23h
So, non-Oxford PPE is fine, right??
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