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Rob Cyran

@robcyran.bsky.social
4.3K followers 155 following 2.7K posts

More fox than hedgehog - financial columnist/editor Reuters Breakingviews (healthcare, energy, some tech, climate risk)

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Rob Cyran @robcyran.bsky.social · 8h
Tremendous self policing =/= out of control hacking spree
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Rob Cyran @robcyran.bsky.social · 12h
So is this right? Manchester City, a privately-held club, has been found guilty of false accounting to hide how much the Abu Dhabi owners actually lost on their vanity purchase over nine years.
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Rob Cyran @robcyran.bsky.social · 17h
Fad product delays IPO despite being “oversubscribed four times” at around $15bn valuation and just turned profitable. Guys, sell while you can. Old sleep data is probably worth as much as a bucket of warm spit - you arent locking customers in www.reuters.com/legal/transa...
reuters.com
Oura delays US IPO as fall market jitters deepen
Oura has delayed its US initial public offering, the smart ring maker said on Tuesday, citing market uncertainty and denting hopes for a ​pickup in the traditionally strong fall listings window.
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Rob Cyran @robcyran.bsky.social · 29/09/2026
Lots of yikes in this awesome scoop on Anthropic’s IPO by my colleague Echo Wang, but this stood out. www.reuters.com/business/fin...
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Ryan Enos @ryanenos.bsky.social · 28/09/2026
One note about this, because I was curious: remarkably, the state-level explanatory power of Google searches for testosterone and Trump vote survives controls for education, income, and rurality.
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Commercial Solar Guy @commercialsolarguy.com · 28/09/2026
‘~9% of Japan’s utility-scale solar capacity is on former golf courses, includes arrays with capacity of 0.9 megawatts or greater…At least 1 gigawatt of solar projects either announced or under construction are located on Japanese golf courses — roughly 10% of the current pipeline’
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Rob Cyran @robcyran.bsky.social · 28/09/2026
While waiting for more info on any diesel export ban, I was thinking of odd customs I learned in Slovakia where I taught English. After a pig was slaughtered, all the single women would hide the bones. A dog would then be set free and whoever hid the first found bone was supposed to marry next.
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Rob Cyran @robcyran.bsky.social · 27/09/2026
US healthcare already has the highest administrative costs in large part because insurers and providers are locked into medical coding wars where they put increasing resources into trying to extract money from the other side. AI will only add to these costs.
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Rob Cyran @robcyran.bsky.social · 26/09/2026
“The End of Everything” by M John Harrison reads like a depressed JG Ballard and has the funniest ratings distribution on Goodreads. It has transcended the you either love or hate it category into “nobody knows what to make of it”.
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Rob Cyran @robcyran.bsky.social · 25/09/2026
The limits of the nice but overpriced clothes business model. Rapha says its results are encouraging after CEO jettisoned, nine consecutive fiscal years of operating losses and EBITDA loss. (An EBITDA loss for a clothing company is rather impressive in a bad way)
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Rob Cyran @robcyran.bsky.social · 24/09/2026
Not sympathetic to the argument (even if I literally could not remember my telephone number or zip code for years). You can look that stuff up, you can’t just look up math or reading and still understand it.
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Rob Cyran @robcyran.bsky.social · 24/09/2026
No www.wsj.com/business/ene...
wsj.com
Exclusive | Is 3-D Printing the Answer to AI’s Gas Turbine Crunch?
The long wait for gas turbines has everyone from tiny California startup Parallax to Elon Musk piling into the power business.
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Josephine beckbook.com Riesman @josie.zone · 24/09/2026
Ladies and gentlethings, I present to you the first excerpt from @beckbook.com Many thanks to @nymag.com for putting it in print and to @vulture.com for presenting it so beautifully online Please read, if you are so inclined CW: Uh… intense emotional distress? I don't want to give anything away…
vulture.com
Losing Beck
His acclaimed album, Sea Change, was inspired by a breakup. For his ex-partner, it was the story of how the Church of Scientology took over his life.
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Rob Cyran @robcyran.bsky.social · 23/09/2026
It's objectively funny that the social media account of a 93 year old Senator is texting like a teen
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Lurker Envoy @lurkerenvoy.bsky.social · 23/09/2026
static.klipy.com
Gene Wilder Willy Wonka
ALT: Gene Wilder Willy Wonka
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Rob Cyran @robcyran.bsky.social · 23/09/2026
Politico saying Trump Admin preparing a plan to ban diesel exports for 90 days
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Rob Cyran @robcyran.bsky.social · 02/09/2026
If you are still using heating oil like a lot of houses do in the Northeast, it's a very, very good time to consider switching to a heat pump
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Ryan Cummings @weakinstrument.bsky.social · 22/09/2026
1/n: Because of record-breaking diesel prices, the Trump Admin is reportedly considering a diesel export ban. There is one part of the country that this would squeeze tremendously, risking physical shortages that would prevent people from heating their homes in winter: New England (PADD 1A).
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Nicholas Grossman @nicholasgrossman.bsky.social · 22/09/2026
Diesel, gasoline, potash, etc. are physical things. Millions of tons of the stuff has to move from some locations to various other locations, facilitated by infrastructure that takes a while to develop. This isn't a video game. You can't just drag a resource bar and quickly shift where stuff goes.
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Rob Cyran @robcyran.bsky.social · 22/09/2026
A diesel export ban might reduce US prices temporarily by imposing pain overseas, but do you really want to throw a wrench in the world's most complex and important economic machine without thinking this through very carefully?
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Rob Cyran @robcyran.bsky.social · 22/09/2026
“Our financial institution remains open for business and liquidity remains strong despite rumors by criminal short sellers.”
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Brighton Capital @brightoncap.bsky.social · 21/09/2026
Agree. The post below sounds like Orange Man wanting to prop up an adversary. Potash is *not* the problem with the overall cost of fertilizer - it's sulfur and ammonia (the latter used for all nitrogen-based fertilizers).
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Rob Cyran @robcyran.bsky.social · 21/09/2026
Mississippi and Idaho are only lean GOP? My default assumption since Iran started has been blowout for Dems but, uh, not of this magnitude.
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Rob Cyran @robcyran.bsky.social · 20/09/2026
Favorite things at Ren Faire: -Giant pickle -Stout guy in leather pig mask talking and all I heard was “well in my D&D manual” -someone handing this to Mrs C
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Rob Cyran @robcyran.bsky.social · 18/09/2026
Oh man, this Bloomberg story on RFK’s group in pay to play is bad - 2027-2029 are going to be absolutely dominated by corruption hearings. This stuff makes people mad, and you, a company in one of the most heavily regulated US industries want to dip your toes in this shit?
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Rob Cyran @robcyran.bsky.social · 18/09/2026
Evolution of views on tech at my kids school: 10 yrs ago - here’s how we are incorporating tech ; two years ago - we are minimizing tech (parents clapped); today - of course, almost all work is pen and paper.
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Patrick Cosmos @veryimportant.lawyer · 17/09/2026
"i'm confronting the audience. it's a social experiment" you are going to emerge from your chrysalis as a suburban realtor
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Rob Cyran @robcyran.bsky.social · 17/09/2026
Let’s check in on Fermi $FRMI, the no revenue data center firm co-founded by Rick Perry planning to build 11GW (5X Hoover dam) - oh no! Stock down 80% from IPO last Oct, other cofounder and CEO fired and mounting activist campaign “to restore TX style governance”, and subpoenaed on their project.
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Rob Cyran @robcyran.bsky.social · 17/09/2026
It’s officially a sauve qui peut moment for the GOP, in Texas (!), and there are still six weeks to the election.
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Rob Cyran @robcyran.bsky.social · 16/09/2026
Equity market moves after Fed decisions are so odd. You knew they were almost certainly hiking 25bp, and now everyone sells. An anthropologist would probably describe the selling as ritualized behavior by the tribe of CT dwelling money shamans.
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Rob Cyran @robcyran.bsky.social · 16/09/2026
Hoping for a 75bp decision today just to see the Truth Social crash out.
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Rob Cyran @robcyran.bsky.social · 16/09/2026
Assume $25bn of cash burn this year and that’s $792 a second for OpenAI Can’t tell how many bills these guys are throwing in or denominations, but I think Sam is actually burning it faster.
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Rob Cyran @robcyran.bsky.social · 16/09/2026
Quite, as the Brits say: www.wsj.com/world/middle...
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Rob Cyran @robcyran.bsky.social · 16/09/2026
A+ for the photo editor using a Todd Hido image. Nobody captures melancholy better.
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Rob Cyran @robcyran.bsky.social · 16/09/2026
One thing I always noticed was the Angloworld press and politicians always viewed the EU as an economic body, while Continental countries viewed it primarily as a political one. www.bloomberg.com/news/article...
bloomberg.com
EU Proposes Canada Become the Bloc’s First Associate Member
European Commission President Ursula von der Leyen proposed Canada becoming the first associate member of the European Union.
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Severin Borenstein @severinborenstein.bsky.social · 16/09/2026
For comparison, US uses about 374m gallons of gasoline/day and that's increased $1.37/gal since 2/27/26 or $512m/day. So direct inflationary impact would be somewhere around 0.6%.
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Rob Cyran @robcyran.bsky.social · 15/09/2026
During the height of crypto there was some sex scandal and I pointed out nerds are always, uh, edge cases of human behavior, and joked I did not ever, ever want to know what sex stuff the real nerds in AI were up to. Unfortunately you cannot opt out.
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Nathaniel William Horadam @horadam.bsky.social · 15/09/2026
How you know it’s going great 6 weeks out from a midterm election with Senate control hanging in the balance news.bloomberglaw.com/health-law-a...
news.bloomberglaw.com
Thune Says He’s ‘Open’ to Diesel Export Ban as Prices Surge (1)
Senate Majority Leader John Thune said he is “open to exploring” an export ban for diesel fuel as average national prices surge past $6 a gallon.
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Lauri Myllyvirta @laurimyllyvirta.bsky.social · 15/09/2026
There's increasing speculation that China is returning to the oil market, but no sign of it in tanker loading data. Rather looks like they're having to pay more to keep imports from falling even further. This is tanker departures which show up as imports with several weeks' lag.
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Rob Cyran @robcyran.bsky.social · 15/09/2026
China strategic reserves are the dark matter of the oil crisis - cant be observed directly but the key factor. George is right - all of these pointing to lower Chinese draws
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Anna H @athenepallas.bsky.social · 14/09/2026
We have got to stop hating children. This kind of bias is everywhere, and then we wonder why they're demoralised.
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Rob Cyran @robcyran.bsky.social · 14/09/2026
There are going to be so many CEOs hauled up in front of Congress over the next few years.
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Rob Cyran @robcyran.bsky.social · 14/09/2026
If you want to see the own goal US immigration policy is, consider that Houston’s workforce is contracting when WTI is over $100 and refiners are operating at 95% capacity.
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Rob Cyran @robcyran.bsky.social · 14/09/2026
Beating a dead horse, but if cheap power doesn’t make poor countries competitive on Earth because it’s a small percentage of overall costs, why would putting a data center in space, where other costs are higher, make sense?
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Rob Cyran @robcyran.bsky.social · 14/09/2026
Been a decade and just bizarrely pleasant to see the Giants with a good offensive line.
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derek guy @dieworkwear.bsky.social · 13/09/2026
It's very easy to wear a suit and tie in any major city, even if the aesthetic has mostly disappeared from daily life, because there are people outside wearing pink tutus with Army boots. As usual, your liberation is connected to other people's liberation.
Bobby Mars on Twitter writes: "If you wear a collared shirt and nice shoes out to the bar in the rust belt, multiple people will ask you if you just came from a wedding. Aesthetic standards for men’s attire are horrendously low"
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Rob Cyran @robcyran.bsky.social · 13/09/2026
TIL - Reinheitsgebot, the Bavarian beer purity law was put in place to stop brewers using henbane (a plant that contains alkaloid poisons like scopolamine which cause delirium and more serious problems). Also prevented the use of wheat to try and keep bread prices down.
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Rob Cyran @robcyran.bsky.social · 13/09/2026
This moth is gigantic - at least 6 inches across. I have no idea what it is doing with its anus.
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Rob Cyran @robcyran.bsky.social · 12/09/2026
A reminder that 10b5-1 plans can be cancelled at essentially any time. So you can ignore anyone that says pre-specified insider sales don’t carry any information. The signal from canceling a plan carries differing messages. Normally bullish but here….
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Bancroft Sutherland @bancsutherland.bsky.social · 12/09/2026
Surely no red flags detected when your strategic call is to wait for a few rate hikes and hopefully get some tighter financial conditions in place before launching your massive liquidity event
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