Rob Cyran
@robcyran.bsky.social
More fox than hedgehog - financial columnist/editor Reuters Breakingviews (healthcare, energy, some tech, climate risk)
Reposted by Rob Cyran
What a great photo. It will show up in the history books to illustrate what was happening at this time.
If we have history books in the future, that is.
If we have history books in the future, that is.
Getty photographer was tackled by about 50 agents while covering Whipple.
He threw his camera at another photographer to prevent it from being confiscated.
📸: Pierre Lavie
He threw his camera at another photographer to prevent it from being confiscated.
📸: Pierre Lavie
January 17, 2026 at 2:11 PM
What a great photo. It will show up in the history books to illustrate what was happening at this time.
If we have history books in the future, that is.
If we have history books in the future, that is.
"Good Tsar, Bad Boyar" is the historical term for this
“BAD ADVICE.” Republicans are embracing a method to criticize Trump’s actions without calling him out
Blame advisers.
Threaten Greenland? Just “bad advice.”
Tariffs? “It’s not the president,” it’s Navarro.
Investigating Powell, credit card rates… List is long.
www.nbcnews.com/politics/don...
Blame advisers.
Threaten Greenland? Just “bad advice.”
Tariffs? “It’s not the president,” it’s Navarro.
Investigating Powell, credit card rates… List is long.
www.nbcnews.com/politics/don...
'Bad advice': Republicans criticize Trump's policies without going directly at him
Republicans frequently say those around Trump are giving him "bad advice" as a way to disagree with his policies while avoiding blaming him.
www.nbcnews.com
January 16, 2026 at 2:14 PM
"Good Tsar, Bad Boyar" is the historical term for this
Reposted by Rob Cyran
It drives me crazy how uninterested in things people are.
Like finance is an expression of material reality, but also of society and cultural forces! I dont get just going "leftists shouldnt be interested in it". Marx would be losing his shit at all the stuff you could write about
Like finance is an expression of material reality, but also of society and cultural forces! I dont get just going "leftists shouldnt be interested in it". Marx would be losing his shit at all the stuff you could write about
January 15, 2026 at 9:47 PM
It drives me crazy how uninterested in things people are.
Like finance is an expression of material reality, but also of society and cultural forces! I dont get just going "leftists shouldnt be interested in it". Marx would be losing his shit at all the stuff you could write about
Like finance is an expression of material reality, but also of society and cultural forces! I dont get just going "leftists shouldnt be interested in it". Marx would be losing his shit at all the stuff you could write about
It’s funny how many people are… upset about this? I guess Blusky will never live down its reputation for po-faced users.
January 15, 2026 at 9:59 PM
It’s funny how many people are… upset about this? I guess Blusky will never live down its reputation for po-faced users.
Minor point, but if the description of Karp's behavior isn't embellished, that is some wildly eccentric (AKA batshit) behavior even for Silicon Valley.
Not just that, the grandson of the uk’s most notorious facist works for Palantir BECAUSE HIS GRANDFATHER IS THE UK’S MOST NOTORIOUS FACIST.
it’s literally how he got the job. He didn’t even talk in an interview with Karp, lover of facists.
it’s literally how he got the job. He didn’t even talk in an interview with Karp, lover of facists.
January 15, 2026 at 6:16 PM
Minor point, but if the description of Karp's behavior isn't embellished, that is some wildly eccentric (AKA batshit) behavior even for Silicon Valley.
I’m seeing people in Wisconsin voluntarily saying nice things about Minnesotans - we have reached the end times.
January 15, 2026 at 12:51 PM
I’m seeing people in Wisconsin voluntarily saying nice things about Minnesotans - we have reached the end times.
Raising copper yields is a fascinating use of industrial biotech. Snag is the value of savings for these firms is usually too low given high R&D and long timelines - most biotech is health because a vial of Cerezyme sells for $1k. Can’t get anywhere close most other uses. www.wsj.com/finance/comm...
Exclusive | Amazon Is Buying America’s First New Copper Output in More Than a Decade
The copper, which is being produced in Arizona by Rio Tinto with bacteria and acid, will be used for data-center construction.
www.wsj.com
January 15, 2026 at 12:36 PM
Raising copper yields is a fascinating use of industrial biotech. Snag is the value of savings for these firms is usually too low given high R&D and long timelines - most biotech is health because a vial of Cerezyme sells for $1k. Can’t get anywhere close most other uses. www.wsj.com/finance/comm...
What on Earth? US sells $500m of Venezuelan oil and is holding proceeds in…Qatar?
January 14, 2026 at 11:42 PM
What on Earth? US sells $500m of Venezuelan oil and is holding proceeds in…Qatar?
Is there any reason, whatsoever, that crypto should be legal? The negative externalities are huge, and the benefits nil.
Fed Kashkari still hating on crypto: "It's still basically useless for consumers. I mean, there's, there's nothing you can do with Bitcoin or a stablecoin that you can't already do with Venmo or with your traditional banking products, other than circumventing banking regulation."
January 14, 2026 at 6:03 PM
Is there any reason, whatsoever, that crypto should be legal? The negative externalities are huge, and the benefits nil.
This is the lowest support I’ve ever seen, by far, for a possible US military action. (I’m sure it would be even lower if you adjusted for Mercator distortions)
January 14, 2026 at 1:30 PM
This is the lowest support I’ve ever seen, by far, for a possible US military action. (I’m sure it would be even lower if you adjusted for Mercator distortions)
Less than a week until the supposed 10% rate limit on credit cards kicks in. I expect the cc companies and some banks will have run through their share repurchase authorizations by then.
January 14, 2026 at 1:14 PM
Less than a week until the supposed 10% rate limit on credit cards kicks in. I expect the cc companies and some banks will have run through their share repurchase authorizations by then.
Reposted by Rob Cyran
Electric vehicles with off-grid solar are competitive with or cheaper than old style petrol/gaslone vehicles in many African countries before 2030; and cheaper in all countries by 2040 - often by a wide margin. That's even allowing for (high) financing costs. www.nature.com/articles/s41...
January 14, 2026 at 2:24 AM
Electric vehicles with off-grid solar are competitive with or cheaper than old style petrol/gaslone vehicles in many African countries before 2030; and cheaper in all countries by 2040 - often by a wide margin. That's even allowing for (high) financing costs. www.nature.com/articles/s41...
This episode was amazing. Listened to it while on a road trip with my son and he is more inspired than ever to become a scientist. I think three separate times we looked at each other and just said "What?! How?!"
This is the epitome of a Radiolab episode, which starts with a small accident in a lab and ends up with questions about consciousness. radiolab.org/podcast/brai...
Brain Balls
Scientists can now grow tiny, human brain balls. They’re useful, but are they alive?
radiolab.org
January 13, 2026 at 6:12 PM
This episode was amazing. Listened to it while on a road trip with my son and he is more inspired than ever to become a scientist. I think three separate times we looked at each other and just said "What?! How?!"
This $ABBV agreement with the Trump Admin is amusing. They agree to invest $100bn in R&D over 10 years (their current rate) and provide low prices to Medicaid (which they are required to under law). In exchange 3 yrs of tariff and future price mandate relief. Should call it status quo agreement
January 13, 2026 at 1:00 PM
This $ABBV agreement with the Trump Admin is amusing. They agree to invest $100bn in R&D over 10 years (their current rate) and provide low prices to Medicaid (which they are required to under law). In exchange 3 yrs of tariff and future price mandate relief. Should call it status quo agreement
This narrative simply does not make much sense. Could Pirro do this? Maybe but I can’t believe she would “forge ahead” without support of her boss
Wild reporting from Bloomberg. Jeanine Pirro apparently freelanced the subpoenas and criminal investigation of Jerome Powell.
January 13, 2026 at 2:39 AM
This narrative simply does not make much sense. Could Pirro do this? Maybe but I can’t believe she would “forge ahead” without support of her boss
A recurrent theme in story meetings has been - do we write about this new nonsense? And if so, what can we say that’s insightful? Odds are nothing will happen but it’s what everyone is freaking out about .
Guess I’m having that discussion tomorrow, again, on multiple topics.
Guess I’m having that discussion tomorrow, again, on multiple topics.
January 12, 2026 at 2:08 AM
A recurrent theme in story meetings has been - do we write about this new nonsense? And if so, what can we say that’s insightful? Odds are nothing will happen but it’s what everyone is freaking out about .
Guess I’m having that discussion tomorrow, again, on multiple topics.
Guess I’m having that discussion tomorrow, again, on multiple topics.
Less bearish on the dollar than I’ve been in a year. Good for Powell to stand up
January 12, 2026 at 1:59 AM
Less bearish on the dollar than I’ve been in a year. Good for Powell to stand up
One thing to know about Powell is he’s a big Grateful Dead fan and Bob Weir died today (this is all serious)
January 12, 2026 at 1:30 AM
One thing to know about Powell is he’s a big Grateful Dead fan and Bob Weir died today (this is all serious)
Reposted by Rob Cyran
Vincent van Gogh, Peasant Burning Weeds, 1883
January 11, 2026 at 10:53 AM
Vincent van Gogh, Peasant Burning Weeds, 1883
Darren dropping the U bomb (the worst thing you can say in finance)
US oil giant ExxonMobil tells Trump Venezuela is ‘uninvestable’ ft.trib.al/ZkznmTx
US oil giant ExxonMobil tells Trump Venezuela is ‘uninvestable’
Chief executive Darren Woods pushes back against president’s call to rush back into troubled country
ft.trib.al
January 10, 2026 at 12:05 AM
Darren dropping the U bomb (the worst thing you can say in finance)
Is this really the DHS explanation of the Portland shooting of the married couple?
January 9, 2026 at 2:01 AM
Is this really the DHS explanation of the Portland shooting of the married couple?
We all know that Tesla has lost the race to Chinese EV makers but I hadn’t realized just how far behind they have fallen - Chinese firms sold about seven times as many in November.
January 8, 2026 at 7:26 PM
We all know that Tesla has lost the race to Chinese EV makers but I hadn’t realized just how far behind they have fallen - Chinese firms sold about seven times as many in November.
Reposted by Rob Cyran
@robcyran.bsky.social I consulted with PDVSA in Caracas in the late 90's and your article rings true. Great analysis and well written.
"The world probably doesn’t need a lot more high-cost, dirty oil. The dream of a transformational deluge of Venezuelan crude will probably remain illusory."
"The world probably doesn’t need a lot more high-cost, dirty oil. The dream of a transformational deluge of Venezuelan crude will probably remain illusory."
From Breakingviews - Breakingviews - Venezuela’s oil claims are a slick, goopy mess reut.rs/4jtdz8q
Breakingviews - Venezuela’s oil claims are a slick, goopy mess
The country’s 300 bln barrels of viable reserves represent almost one-fifth of the world's total. Yet this figure is self-reported, with incentives for puffery. A vast sum is in the ground, but low prices, high costs, and shifting demand may render much of it irrelevant.
reut.rs
January 8, 2026 at 2:43 PM
@robcyran.bsky.social I consulted with PDVSA in Caracas in the late 90's and your article rings true. Great analysis and well written.
"The world probably doesn’t need a lot more high-cost, dirty oil. The dream of a transformational deluge of Venezuelan crude will probably remain illusory."
"The world probably doesn’t need a lot more high-cost, dirty oil. The dream of a transformational deluge of Venezuelan crude will probably remain illusory."
Reposted by Rob Cyran
I would like to know what Nvidia, Cisco, Fidelity, Qatar Investment Authority and the other institutions which just invested $20 billion in xAI think about this.
Just seen Grok putting the body of the victim of the ICE shooting in Minneapolis into a bikini. Digital corpse desecration now available to the public.
January 8, 2026 at 2:20 PM
I would like to know what Nvidia, Cisco, Fidelity, Qatar Investment Authority and the other institutions which just invested $20 billion in xAI think about this.
Reposted by Rob Cyran
Today seems like a good day to remind everyone...
Classic EM 'Trade-Off'
Autocrats take power & erode institutions while markets go higher bc people think, 'at least i'm richer while losing my rights'.
the thing is, markets are fickle and that new formed wealth can evaporate quickly but guess what never comes back? Institutions & your rights...
Autocrats take power & erode institutions while markets go higher bc people think, 'at least i'm richer while losing my rights'.
the thing is, markets are fickle and that new formed wealth can evaporate quickly but guess what never comes back? Institutions & your rights...
January 8, 2026 at 10:22 AM
Today seems like a good day to remind everyone...