Michael Davidson @mikedavidsonbda.bsky.social · 13/10/2026Missing you by a day! Fantastic holiday read while in London thank you! 🙏 010
Reposted by Michael DavidsonMark Chadbourn @chadbourn.bsky.social · 11/10/2026Everybody 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.ukFrom 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 762075705
Reposted by Michael DavidsonJim Pickard @pickardje.bsky.social · 11/10/2026some of us worked this out a decade ago but it’s refreshing to see a prime minister say it out loud 281020219
Reposted by Michael DavidsonDavid Wessel @davidmwessel.bsky.social · 02/10/2026In @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... 1124
Michael Davidson @mikedavidsonbda.bsky.social · 21/09/2026Gimli, this is Frodo. A few more and we will have a fellowship 010
Michael Davidson @mikedavidsonbda.bsky.social · 15/09/2026Agree this was never beaten. Best there is 010
Reposted by Michael DavidsonCozy and Comforting Hedgie 🌻 @shadow.hedgie.social · 10/09/2026equities in Dallas getting hotterwsj.comExclusive | Texas Stock Exchange Is Close to Winning Its First Major Listing From New YorkKelcy Warren’s Energy Transfer is preparing to move its primary listing to the nascent exchange. 031
Reposted by Michael DavidsonKatie Martin @katie0martin.ft.com · 09/09/2026your regular reminder that stocks *are already tokens*. just not sure what all this is for. 13767
Michael Davidson @mikedavidsonbda.bsky.social · 08/09/2026I thought you had to launch as close to the equator as possible to easily reach orbit. Isn’t Shetland the wrong direction? I volunteer Bermuda to happily take the industry 😄 110
Reposted by Michael DavidsonRobert Armstrong @robarmstrong.bsky.social · 03/09/2026Putting out the AI industry's PR dumpster fire. For starters: be companies, not cults. www.ft.com/content/115c...ft.comFixing the AI industry’s PR problemDoomers will say it’s hopeless but here are five ideas to put out the fire 1143
Reposted by Michael DavidsonRobin Wigglesworth @robinwigglesworth.ft.com · 28/08/2026Well this was a pretty cool thing to do. www.nytimes.com/2026/08/28/o...nytimes.comOpinion | The Bond Market Chaos Is Coming for Us AllRobin Wigglesworth of Financial Times explains everything you need to know about the Trump administration’s meddling with the bond market. 3393
Michael Davidson @mikedavidsonbda.bsky.social · 20/08/2026I liked it, but I keep going back to Stellaris for my RTS needs @ego-bda.bsky.social 100
Michael Davidson @mikedavidsonbda.bsky.social · 20/08/2026Yeah I always wonder if I need separate accounts for 'work'/'fun', which I did in the other place. It was a pain switching back and forth there though, so I have not done that here! 010
Reposted by Michael DavidsonFT Alphaville @alphaville.ft.com · 20/08/2026as.ft.com/r/67cdce3e-3...as.ft.com‘Treasury demand has become materially more valuation-sensitive’Term premium trouble 0124
Reposted by Michael DavidsonChris Grey @chrisgrey.bsky.social · 19/08/2026This 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.) 19480111
Reposted by Michael DavidsonMaaike @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.auHow a simple request for AI to book a gym class exposed a major threatWhen 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. 1167
Reposted by Michael DavidsonCount Binface @countbinface.bsky.social · 10/08/2026It’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. 772835927
Reposted by Michael DavidsonJesse 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... 513535
Reposted by Michael DavidsonLiveSquawk @livesquawknews.bsky.social · 27/07/2026AI Market Correction Emerging As Major Credit Risk - Fitch www.fitchratings.com/research/ban...fitchratings.com 07928
Michael Davidson @mikedavidsonbda.bsky.social · 24/07/2026@felixsalmon.com is always a good read! 020
Michael Davidson @mikedavidsonbda.bsky.social · 22/07/2026I assumed it was a wooden throttle lever 100
Michael Davidson @mikedavidsonbda.bsky.social · 18/07/2026Both Patton and MacArthur were fired. And it was the right decision in both cases. 140
Reposted by Michael DavidsonEliot Higgins @eliothiggins.bsky.social · 08/07/2026In case you missed it, here's Count Binface's appearance on the BBC this morning. 20056371526
Reposted by Michael DavidsonDr. Samantha Hancox-Li @sjshancoxli.liberalcurrents.com · 08/07/2026absolutely insane story, and yeah, just looking at this chart... with the exception of maybe two people, this entire class was cheating like motherfuckers 25941041220
Reposted by Michael DavidsonRobert Shrimsley @robertshrimsley.bsky.social · 07/07/2026Your occassional reminder that the Midas touch was a curse, not a blessing. 17710
Michael Davidson @mikedavidsonbda.bsky.social · 07/07/2026Not to mention its affect on monetary policy 010
Reposted by Michael DavidsonRobin Wigglesworth @robinwigglesworth.ft.com · 07/07/2026The 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.comDissecting the death of overnight driftRIP 1998–2020? 2313
Reposted by Michael DavidsonRobin Wigglesworth @robinwigglesworth.ft.com · 02/07/2026Really interesting post on “insider betting”by @dsquareddigest.bsky.social 072
Michael Davidson @mikedavidsonbda.bsky.social · 02/07/2026The average human trader loses a ton of money to market insiders with industry knowledge on market flows every day. This will just speed up the process and automate it. Just look at polymarket. 010
Michael Davidson @mikedavidsonbda.bsky.social · 01/07/2026My father would always say, gambling is an unneeded tax on the already poor. 000
Reposted by Michael DavidsonToby 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.comExploring the tangled economics of private credit through the Medallia faceplantEquity wipeout, debt distressed . . . trebles all round? 1268
Reposted by Michael DavidsonPhilip Coggan @philipcoggan.bsky.social · 26/06/2026Andydisestablishmentarianism 1122
Reposted by Michael DavidsonMatthias Lüttenberg & Tjorven Bellmann @germanambcanada.bsky.social · 08/06/2026More 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. 062
Reposted by Michael DavidsonRobin Wigglesworth @robinwigglesworth.ft.com · 10/06/2026Going forward, Alphaville is going to be developing synergies with intention. www.ft.com/content/fda4...ft.comCompanies would like you to know they are doing things on purposeThe resistible rise of ‘with intention’ 2112
