Rob Cyran
@robcyran.bsky.social
More fox than hedgehog - financial columnist Reuters Breakingviews (healthcare, energy, some tech, climate risk)
Given how many hedge funds are named after places on Nantucket, this morning’s image is a pretty important portent from the market gods.
November 19, 2025 at 5:42 PM
Given how many hedge funds are named after places on Nantucket, this morning’s image is a pretty important portent from the market gods.
And everyone in 1955 probably knew someone whose child had died. Infant mortality was 5.5 times higher than today.
November 9, 2025 at 1:30 PM
And everyone in 1955 probably knew someone whose child had died. Infant mortality was 5.5 times higher than today.
Metsera gets call from FTC (during shutdown) and decides it’s a good idea to choose US company Pfizer. And Novo Nordisk decides to bow out.
November 8, 2025 at 11:42 AM
Metsera gets call from FTC (during shutdown) and decides it’s a good idea to choose US company Pfizer. And Novo Nordisk decides to bow out.
Hadn’t realized how differently immigration affected the North and South. Map of foreign born population in 1910
November 7, 2025 at 1:52 AM
Hadn’t realized how differently immigration affected the North and South. Map of foreign born population in 1910
This incentive plan is just total garbage - if incentives matter for sellers then they also matter for the company and its employees.
November 6, 2025 at 12:58 PM
This incentive plan is just total garbage - if incentives matter for sellers then they also matter for the company and its employees.
I had not realized 44% (!) of NYC’s workforce was born abroad. And it’s impossible to talk about the 1975 fiscal crisis without looking at immigration
November 5, 2025 at 7:09 PM
I had not realized 44% (!) of NYC’s workforce was born abroad. And it’s impossible to talk about the 1975 fiscal crisis without looking at immigration
This comment from Jassy on Amazon’s layoffs is probably going to haunt him. If this is your culture then it sounds awful. And the whole idea that large companies must be nimble like startups, and this means firing layers of people, is counterproductive at big firms.
October 31, 2025 at 11:53 AM
This comment from Jassy on Amazon’s layoffs is probably going to haunt him. If this is your culture then it sounds awful. And the whole idea that large companies must be nimble like startups, and this means firing layers of people, is counterproductive at big firms.
Brookfield/Cameco agree to build and service $80bn worth of new reactors. USG profit sharing deal show just how sweet the two firms’ $8bn purchase of Westinghouse in 2022 was.
October 28, 2025 at 11:54 AM
Brookfield/Cameco agree to build and service $80bn worth of new reactors. USG profit sharing deal show just how sweet the two firms’ $8bn purchase of Westinghouse in 2022 was.
Often wrong, never in doubt - impressive display here
October 15, 2025 at 12:06 PM
Often wrong, never in doubt - impressive display here
Source - this is really good by the way on US market crashes 1963 and earlier.
October 12, 2025 at 9:50 PM
Source - this is really good by the way on US market crashes 1963 and earlier.
This whole article is amazing
October 10, 2025 at 2:11 PM
This whole article is amazing
I remember in around 1999 John Chambers saying Cisco could grow its top line 30% to 50% indefinitely (and it grew in the mid single digits over the following decade).
October 3, 2025 at 11:45 AM
I remember in around 1999 John Chambers saying Cisco could grow its top line 30% to 50% indefinitely (and it grew in the mid single digits over the following decade).
Can’t get enough articles on Pakistan’s mind-blowing solar boom. Squint and you can imagine these factors helping to increase future US demand as well.
October 2, 2025 at 11:45 AM
Can’t get enough articles on Pakistan’s mind-blowing solar boom. Squint and you can imagine these factors helping to increase future US demand as well.
October 2, 2025 at 11:28 AM
Look at this graph and tell me with a straight face that who is in the White House had much of anything to do with US oil production.
September 25, 2025 at 12:23 PM
Look at this graph and tell me with a straight face that who is in the White House had much of anything to do with US oil production.
What’s interesting in the Dallas Fed survey is yeah the comments are astoundingly grim but especially how many are attributing weakness to policy and other factors, rather than the fact shale is past its peak because of depletion and rising costs.
September 25, 2025 at 12:01 PM
What’s interesting in the Dallas Fed survey is yeah the comments are astoundingly grim but especially how many are attributing weakness to policy and other factors, rather than the fact shale is past its peak because of depletion and rising costs.
In the middle of this - historical fiction on the Dreyfus Affair and it’s a good read (despite the cover!)
September 16, 2025 at 11:22 PM
In the middle of this - historical fiction on the Dreyfus Affair and it’s a good read (despite the cover!)
AI quality as an incentives problem.
September 16, 2025 at 4:03 PM
AI quality as an incentives problem.
Big day in C household. Son who wants to be botanist grew some seeds he found on the ground in Hawaii. Turns out this is a critically endangered Pritchardia viscose - he’s excited to donate it to increase genetic diversity for breeding.
September 14, 2025 at 10:40 PM
Big day in C household. Son who wants to be botanist grew some seeds he found on the ground in Hawaii. Turns out this is a critically endangered Pritchardia viscose - he’s excited to donate it to increase genetic diversity for breeding.
End most IRA subsidies and jail workers building a Korean plant and manufacturing investment definitely will keep going down. This isn’t complex.
September 14, 2025 at 8:37 PM
End most IRA subsidies and jail workers building a Korean plant and manufacturing investment definitely will keep going down. This isn’t complex.
The success of vaccine is so huge that people can’t imagine the effects of disease. Study in the Lancet estimates 154 million deaths averted and 10.2bn years of full health gained some 1974.
September 8, 2025 at 10:10 AM
The success of vaccine is so huge that people can’t imagine the effects of disease. Study in the Lancet estimates 154 million deaths averted and 10.2bn years of full health gained some 1974.
Oh for fucks sake. The data has been available for years and is as clear as can be.
September 4, 2025 at 3:55 PM
Oh for fucks sake. The data has been available for years and is as clear as can be.
The phone pouches with locks (like on clothing in stores) they give high and middle schoolers seem to work pretty well. I’m sure some kids carry burners but easier to monitor, no appeal, lack of social network effect etc
September 4, 2025 at 11:48 AM
The phone pouches with locks (like on clothing in stores) they give high and middle schoolers seem to work pretty well. I’m sure some kids carry burners but easier to monitor, no appeal, lack of social network effect etc
About a fifth of kids died before age 5 before vaccines. Here’s a graph I made previously on how effective the diphtheria vaccine was.
September 3, 2025 at 5:00 PM
About a fifth of kids died before age 5 before vaccines. Here’s a graph I made previously on how effective the diphtheria vaccine was.
Point and counterpoint
August 30, 2025 at 3:08 PM
Point and counterpoint