Paul Davies | Lightnews

Paul J Davies

@pauljdavies.bsky.social

5.4K followers 1.4K following 7.5K 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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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 · 1d

Someone at the NY Fed is going to get a nasty phone call...
Who Is Paying for the 2025 U.S. Tariffs? libertystreeteconomics.newyorkfed.org/2026/02/who-...

Table showing how the incidence of US tariffs was split between importers and exporters over 2025. From January to August it fell 94% on importers; in September and October that slipped to 92%; and in November 86%.

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

Dr. Frankenstein discovered quite early that you need more than a drill to build a man

The Guardian @theguardian.com · 1d

At the age of 58, I’ve bought my first drill. Can it make me a new man? | Adrian Chiles

Bored with my DIY hopelessness, I’ve decided it’s time I learned some basics, writes Adrian Charles

www.theguardian.com

Reposted by Paul Davies

The Guardian @theguardian.com · 1d

At the age of 58, I’ve bought my first drill. Can it make me a new man? | Adrian Chiles

Bored with my DIY hopelessness, I’ve decided it’s time I learned some basics, writes Adrian Charles

www.theguardian.com

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

Truly the Thomas Frank of politics, who could have foreseen he would be this bad? Also took over from a leader that inspired huge devotion from a hardcore of true beleivers, but whose approach was inflexible and fundamentally flawed.

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

When AI does everything there will be nothing left even to be done

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

I didn't! They're obviously working!

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

You're as young as the free jazz your brain has to follow in outer space

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

Loving the colloquial emphasis added to this headline:
Private Equity Wins Big Flipping Natural Gas Plants in AI Race

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

Reading and writing today, drinking three cups of coffee and tea yesterday, all I need is regular listening to a wide variety of music and my chances of suffering dementia are going to end up negative

www.theguardian.com/society/2026...

Reading and writing can lower dementia risk by almost 40%, study finds

Cognitive health in later life is ‘strongly influenced’ by lifelong exposure to intellectually stimulating environments, say researchers

www.theguardian.com

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

Yeah but Jim doesn’t know how to paaaaaahhhteehhhh

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

Does Barclays have too little courage in its convictions or too much? There’s a vast gap between the profits it expects to generate and what it has promised to hand to investors. What happens with the rest? @opinion.bloomberg.com

www.bloomberg.com/opinion/arti...

Barclays’s Multi-Billion M&A War Chest Is No Reason to Panic

Investors seem to be worried that Barclays Plc has too little courage in its convictions — or maybe too much. The UK bank pledged to return more than £15 billion ($20 billion) to shareholders over the...

www.bloomberg.com

Reposted by Paul Davies

Financial Times @financialtimes.com · 1d

Schroders agrees £9.9bn takeover by US investment manager Nuveen ft.trib.al/b1zqSwn

Schroders agrees £9.9bn takeover by US investment manager Nuveen

Deal would end the independence of one of the City of London’s most historic names

ft.trib.al

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

I can’t believe this will be at all popular among most of the people who pay good money to sit in his actual stadium. And I can’t imagine how he could think it would be.

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

Natasha. My mum was reading War and Peace apparently.

Stephen Graham @stephengraham.bsky.social · 1d

Curious reading what people's parents almost called them. I don't think I ever asked my parents if they had any alternatives in mind, or what I'd have been called if I was a girl; I doubt they'd remember now.

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

Jim Ratcliffe: Too many people are a drain on the state.

Also tax-exile Jim Ratcliffe:

Ratcliffe's criticism of the number of people on benefits comes shortly after the government awarded a £120m grant to Ineos, the chemicals company upon which his £17bn fortune largely rests, to protect 500 jobs.

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

Oliver Glasner always looks like he’s just had a terrible bout of indigestion come on.

Reposted by Paul Davies

Sunder Katwala (sundersays) @sundersays.bsky.social · 1d

Kick It Out, the anti-racism charity, say the language used by Man United's co-owner that Britain has been "colonised" by immigrants should have no place in football.

They note he was wildly inaccurate in his factual claims too.

Reposted by Paul Davies, Margot C. Finn

Jonathan Portes @jdportes.bsky.social · 1d

And all credit to the PM for doing just that.

www.bbc.co.uk/news/article...

PM tells Sir Jim Ratcliffe to apologise for saying UK 'colonised by immigrants'

Sir Keir Starmer said comments by the businessman and Manchester United co-owner were

www.bbc.co.uk

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

Man Utd far too keen to maintain its crown as biggest crisis club that he’s saying this on the day Frank gets sacked.

Sky News @news.sky.com · 1d

'The UK has been colonised by immigrants', says INEOS boss and Man Utd co-owner Sir Jim Ratcliffe

Britain has been "colonised" by immigrants, who are draining resources from the state, Sir Jim Ratcliffe, one of the country's richest and most influential men, has told Sky News.

news.sky.com

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

Would expect nothing less

Sky News @news.sky.com · 1d

'The UK has been colonised by immigrants', says INEOS boss and Man Utd co-owner Sir Jim Ratcliffe

Britain has been "colonised" by immigrants, who are draining resources from the state, Sir Jim Ratcliffe, one of the country's richest and most influential men, has told Sky News.

news.sky.com

Reposted by Paul Davies

Stephen Graham @stephengraham.bsky.social · 1d

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

maybe his stupid espresso cup was a fanboy move after all!

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

Or the milk of human kindness?! Although I guess at least that comes from animals?

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

What about milk of magnesia? What are we meant to call that now?

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

the *bitterest* lols

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

Like all great collapses it'll happen slowly, then extremely quickly!

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

In our fully automated AI future money itself could be just a hollow prop so there’ll definitely be no point to banks or money managers and an industry that continually reinvents ways to earn fees will be gone.
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...

AI Threatens the Finance Industry's Perpetual Profit Machine

Artificial intelligence doesn’t only threaten to put herds of software businesses out to pasture. Anthropic PBC’s schooling of its Claude models in financial modelling has also sent a cold shiver down...

www.bloomberg.com

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

The worst CDS settlement decision ever!

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

One of things that amazes me about the tube is how many different kinds of shoes people wear because there’s really only a very limited selection I would eve pick from but other people have all sorts of odd choices

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