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Michael Davidson

@mikedavidsonbda.bsky.social
799 followers 2.9K following 221 posts

Monetary Policy Nerd living in Bermuda

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Reposted by Michael Davidson
Mark Chadbourn @chadbourn.bsky.social · 11/10/2026
Everybody knew Russia interfered in the Brexit referendum - the evidence was there - but people were too afraid of Farage’s mob to say it. So it’s good to see Burnham finally speaking the truth.
observer.co.uk
From Russia with interference: Burnham first PM to confir...
The prime minister has revealed UK authorities told him there was ‘clear evidence’ that Moscow meddled in the referendum
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Jim Pickard @pickardje.bsky.social · 11/10/2026
some of us worked this out a decade ago but it’s refreshing to see a prime minister say it out loud
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David Wessel @davidmwessel.bsky.social · 02/10/2026
In @financialtimes.com, Gillian Tett reminds us what happened when Nixon banned soybean exports to push down food prices. Short-term gain. Long-term disaster for US farmers. Great for...Brazil. www.ft.com/content/3ae1...
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Cozy and Comforting Hedgie 🌻 @shadow.hedgie.social · 10/09/2026
equities in Dallas getting hotter
wsj.com
Exclusive | Texas Stock Exchange Is Close to Winning Its First Major Listing From New York
Kelcy Warren’s Energy Transfer is preparing to move its primary listing to the nascent exchange.
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Katie Martin @katie0martin.ft.com · 09/09/2026
your regular reminder that stocks *are already tokens*. just not sure what all this is for.
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Robert Armstrong @robarmstrong.bsky.social · 03/09/2026
Putting out the AI industry's PR dumpster fire. For starters: be companies, not cults. www.ft.com/content/115c...
ft.com
Fixing the AI industry’s PR problem
Doomers will say it’s hopeless but here are five ideas to put out the fire
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Robin Wigglesworth @robinwigglesworth.ft.com · 28/08/2026
Well this was a pretty cool thing to do. www.nytimes.com/2026/08/28/o...
nytimes.com
Opinion | The Bond Market Chaos Is Coming for Us All
Robin Wigglesworth of Financial Times explains everything you need to know about the Trump administration’s meddling with the bond market.
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FT Alphaville @alphaville.ft.com · 20/08/2026
as.ft.com/r/67cdce3e-3...
as.ft.com
‘Treasury demand has become materially more valuation-sensitive’
Term premium trouble
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Chris Grey @chrisgrey.bsky.social · 19/08/2026
This reminds me of my favourite story about Bletchley Park recruitment: Geoffrey Tandy was recruited for his supposed expertise in cryptograms. It turned his expertise was in 'cryptogams' i.e. mosses, ferns etc. (BTW it ended well, as a he became an effective Head of Naval Section VI.)
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Michael Davidson @mikedavidsonbda.bsky.social · 18/08/2026
What a great idea
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Maaike @maaikeverbruggen.bsky.social · 11/08/2026
"In Australia's first known autonomous AI cyberattack, an OpenClaw agent used a vulnerability in a gym’s API to leapfrog scheduling restrictions for a gym class, and then forcefully cancelled another person's reservation to move its user up the list, per ABC." www.abc.net.au/news/2026-08...
abc.net.au
How a simple request for AI to book a gym class exposed a major threat
When Andrew asked his AI personal assistant to book him a spot in a gym class, he had no idea he would accidentally initiate an autonomous cyber attack.
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Count Binface @countbinface.bsky.social · 10/08/2026
It’s election week! At this important moment I would like to address your entire planet with a message to the people of Earth. And I think I found the perfect place to do it.
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Michael Davidson @mikedavidsonbda.bsky.social · 03/08/2026
Underrated post
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Jesse Felder @jessefelder.com · 28/07/2026
“Credit markets don’t deal well with uncertainty, and the sheer unpredictability of the pace and cost of AI financing is triggering a serious crisis of confidence right now.” www.ft.com/content/ac13...
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LiveSquawk @livesquawknews.bsky.social · 27/07/2026
AI Market Correction Emerging As Major Credit Risk - Fitch www.fitchratings.com/research/ban...
fitchratings.com
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Michael Davidson @mikedavidsonbda.bsky.social · 24/07/2026
@felixsalmon.com is always a good read!
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Eliot Higgins @eliothiggins.bsky.social · 08/07/2026
In case you missed it, here's Count Binface's appearance on the BBC this morning.
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Dr. Samantha Hancox-Li @sjshancoxli.liberalcurrents.com · 08/07/2026
absolutely insane story, and yeah, just looking at this chart... with the exception of maybe two people, this entire class was cheating like motherfuckers
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Robert Shrimsley @robertshrimsley.bsky.social · 07/07/2026
Your occassional reminder that the Midas touch was a curse, not a blessing.
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Robin Wigglesworth @robinwigglesworth.ft.com · 07/07/2026
The phenomenon of US stocks accumulating most of their gains in the thin overnight trading session has long puzzled investors, fed conspiracy theories and even triggered the launch of ETFs to take advantage of the anomaly. But then the "overnight drift" went away. Why? www.ft.com/content/ff2a...
ft.com
Dissecting the death of overnight drift
RIP 1998–2020?
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Robin Wigglesworth @robinwigglesworth.ft.com · 02/07/2026
Really interesting post on “insider betting”by @dsquareddigest.bsky.social
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Toby Nangle @tobyn.bsky.social · 01/07/2026
🚨 New post examining the tangled economics of private credit by tracking the life of a massive (now defaulted) loan www.ft.com/content/7db5...
ft.com
Exploring the tangled economics of private credit through the Medallia faceplant
Equity wipeout, debt distressed . . .  trebles all round?
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Philip Coggan @philipcoggan.bsky.social · 26/06/2026
Andydisestablishmentarianism
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Arpit Gupta @arpitrage.bsky.social · 14/06/2026
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Matthias Lüttenberg & Tjorven Bellmann @germanambcanada.bsky.social · 08/06/2026
More elegant than a submarine: meet the FGS Gorch Fock, the 🇩🇪 navy’s sail training ship. In #Halifax from 30 July. Don’t miss it! On her way to 🇨🇦, the Gorch Fock just encountered her 🇵🇹 sister ship, the NRP Sagres, near Bermuda. Both built by Bloom+Voss in Hamburg.
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Robin Wigglesworth @robinwigglesworth.ft.com · 10/06/2026
Going forward, Alphaville is going to be developing synergies with intention. www.ft.com/content/fda4...
ft.com
Companies would like you to know they are doing things on purpose
The resistible rise of ‘with intention’
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Michael Davidson @mikedavidsonbda.bsky.social · 09/06/2026
That’s not good. She was the only thing holding the place together.
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David Wessel @davidmwessel.bsky.social · 02/06/2026
The Economist does a deep dive on the U.S. Treasury market. www.economist.com/special-repo...
economist.com
The special role of the Treasury market is in peril
Government debt, inflation and unpredictable policymaking are putting the world’s most important asset under threat, argues Mike Bird in a special report
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Michael Davidson @mikedavidsonbda.bsky.social · 02/06/2026
Now I have The Electric Slide stuck in my head. Thanks CNN.
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Katie Martin @katie0martin.ft.com · 27/05/2026
i hope this isn't a spoiler but is there any chance this research will say it's super smashing great and a benefit to all humanity? as.ft.com/r/2f8e46b7-d...
as.ft.com
OpenAI’s foundation to spend $250mn on research into AI’s impact on economy
First indication of how group will deploy its cash after vowing in March to hand out $1bn over 12 months
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TechCrunch @techcrunch.com · 27/05/2026
Robinhood will let users create a separate account with pre-loaded balance that an agent use to trade
techcrunch.com
Robinhood now lets your AI agents trade stocks | TechCrunch
Robinhood will let users create a separate account with pre-loaded balance that an agent use to trade
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Phil Wells @philwells.bsky.social · 27/05/2026
As a Bermudian, I really, really wish @economist.com would stop using the dated adjective “Bermudan”. It’s the equivalent of referring to Beijing as “Peking”, and they don’t do that.
economist.com
Offshore finance is thriving despite crackdowns
There is a lot more to havens than crystal-clear waters and a promise of opacity
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Karl Whelan @karlwhelan.bsky.social · 05/05/2026
I spoke to RTE about prediction markets. www.rte.ie/news/2026/04...
rte.ie
Calls for regulation of prediction markets
A gambling addiction expert has called for prediction markets to be regulated in Ireland.
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Joshua Erlich @joshuaerlich.bsky.social · 03/05/2026
Heather Page-Farlow @azhbomb.... • 20m
• Joined Nov '24
Blue Velvet
John Leavitt @leavittalone.bsk... • 1h
• Joined Apr '23
You can remake any movie from 40 years ago, what 1986 film are you picking?
...
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Michael Davidson @mikedavidsonbda.bsky.social · 22/04/2026
I am perhaps, a bit too excited for this 😁
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Karl Schamotta @karl-schamotta.bsky.social · 16/04/2026
The US Treasury market has only grown more dominant in recent decades, exploding in scale while its closest rivals have remained fragmented (the euro area), strictly controlled (China), or largely moribund (Japan). Global investors have no real alternatives:
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Carl Quintanilla @carlquintanilla.bsky.social · 10/04/2026
That’s exactly what Satoshi would say. @cnbc.com @nytimes.com
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Duncan Weldon @duncanweldon.bsky.social · 08/04/2026
Finally! A real world use for crypto. www.ft.com/content/02ae... Iran demands crypto fees for ships passing Hormuz during ceasefire
ft.com
Iran demands crypto fees for ships passing Hormuz during ceasefire
Country’s oil exporters’ union says toll to be paid in cryptocurrency and vessels monitored for weapons
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Robin Wigglesworth @robinwigglesworth.ft.com · 24/02/2026
Never have market narratives been more narrative www.ft.com/content/e32d...
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Duncan Weldon @duncanweldon.bsky.social · 28/01/2026
Right. Still have a large dollar invoice outstanding. Would be grateful if my friends at @economist.com could put a big burning dollar bill or something on the cover this week.
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Robin Wigglesworth @robinwigglesworth.ft.com · 14/01/2026
The FT got is architecture critic Edwin Heathcote to write about data centres and it's wonderful. www.ft.com/content/7692...
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Michael Davidson @mikedavidsonbda.bsky.social · 30/12/2025
In high school I asked Pat Sajak if he wanted to buy a tie. He politely said no.
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Travis @coloradotravis.bsky.social · 21/12/2025
One step closer to giving you all the autistic upgrade.
sciencenews.org
He made beer that’s also a vaccine. Now controversy is brewing
An NIH scientist’s maverick approach reveals legal, ethical, moral, scientific and social challenges to developing potentially life-saving vaccines.
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Michael Davidson @mikedavidsonbda.bsky.social · 19/12/2025
Meathead Diplomacy
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IFLScience @iflscience.com · 17/12/2025
Electrons are everywhere. However...what if it's all just the same one? www.iflscience.com/the-strange-...
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julian chokkattu @julianchokkattu.bsky.social · 26/10/2025
Want. www.wired.com/story/maevin...
wired.com
I Test-Drove Maeving’s New RM2 Electric Motorcycle
Oozing with flair, and now a little more practical—it’s hard not to love Maeving’s latest ride.
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Michael Davidson @mikedavidsonbda.bsky.social · 21/09/2025
In best Bermudian accent: But was it ‘Tank Rain’?
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Katie Martin @katie0martin.ft.com · 18/09/2025
this cursèd timeline is making me agree with some quite unusual people
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Phil Wells @philwells.bsky.social · 26/08/2025
Given all of Trump's efforts to undermine the NHC's hurricane forecasting ability, it's nice to have some good news for a change.
arstechnica.com
Google’s AI model just nailed the forecast for the strongest Atlantic storm this year
If they improve further, AI weather models may very well become the gold standard.
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