Rob Cyran
@robcyran.bsky.social
More fox than hedgehog - financial columnist Reuters Breakingviews (healthcare, energy, some tech, climate risk)
I don’t understand how Brit cooking is often overly exotic ingredients that don’t go together like “prawns and fennel-accented aubergine in spinal marrow sauce” but somehow every dessert is just “figgy pudding with caramel” and tastes divine.
November 12, 2025 at 11:36 PM
I don’t understand how Brit cooking is often overly exotic ingredients that don’t go together like “prawns and fennel-accented aubergine in spinal marrow sauce” but somehow every dessert is just “figgy pudding with caramel” and tastes divine.
China EV sales rising about 30% annually while Telsa's sales fall 36%. While the brand destruction is amusing, the company's loss of Chinese sales is more important for the company - they can't compete against big Chinese firms.
www.reuters.com/business/aut...
www.reuters.com/business/aut...
Tesla's China sales fall to 3-year low amid tepid demand
Tesla's sales in China dropped to 26,006 vehicles in October, their lowest in three years, as the U.S. electric vehicle maker struggles with tepid demand in the hyper-competitive market.
www.reuters.com
November 11, 2025 at 12:28 PM
China EV sales rising about 30% annually while Telsa's sales fall 36%. While the brand destruction is amusing, the company's loss of Chinese sales is more important for the company - they can't compete against big Chinese firms.
www.reuters.com/business/aut...
www.reuters.com/business/aut...
This is fascinating by Odzylko- JMW Turner, the famous British painter, was an early participant in risk free arb of government debt. The arb persisted for years, probably for the cultural belief that trading for small amounts was disreputable. papers.ssrn.com/sol3/papers....
J. M. W. Turner, a celebrated painter and unrecognized financial arbitrageur
J. M. W. Turner is famous for his achievements in graphic arts. What is not known is that he engaged in some pioneering market arbitrage, a profitable and risk-
papers.ssrn.com
November 10, 2025 at 3:09 PM
This is fascinating by Odzylko- JMW Turner, the famous British painter, was an early participant in risk free arb of government debt. The arb persisted for years, probably for the cultural belief that trading for small amounts was disreputable. papers.ssrn.com/sol3/papers....
How are the flight delays? About to finish my first movie and still on the ground. (1917 is pretty enjoyable)
November 10, 2025 at 2:28 AM
How are the flight delays? About to finish my first movie and still on the ground. (1917 is pretty enjoyable)
We need to bring back World Fairs. Reading about the 1894 one which featured “the world’s largest cannon from Krupp and a map of the US made entirely with pickles”, which are both sort of awesome.
November 9, 2025 at 6:53 PM
We need to bring back World Fairs. Reading about the 1894 one which featured “the world’s largest cannon from Krupp and a map of the US made entirely with pickles”, which are both sort of awesome.
Good article on Ukraine attacks on Russian electric network: have some thoughts- www.ukrinform.net/rubric-ato/4...
Can Ukraine black out Russia in winter”?
— Ukrinform.
www.ukrinform.net
November 9, 2025 at 12:49 PM
Good article on Ukraine attacks on Russian electric network: have some thoughts- www.ukrinform.net/rubric-ato/4...
In 1884 Ulysses Grant had $80 to his name after lending his name and money to a giant fraud. Congress was slow granting military pensions so admirers started a 18th century version of a go fund me for him. He asked them to stop.
November 8, 2025 at 9:36 PM
In 1884 Ulysses Grant had $80 to his name after lending his name and money to a giant fraud. Congress was slow granting military pensions so admirers started a 18th century version of a go fund me for him. He asked them to stop.
This is as unexpected as buying anything from Gristedes and finding out it’s past the sell by date or covered in mold.
Big Apple billionaire John Catsimatidis planned to move his business to New Jersey if Zohran Mamdani was elected mayor. Now he’s reconsidering.
Supermarket Billionaire Reacts To Mamdani’s Win
Big Apple billionaire John Catsimatidis planned to move his business to New Jersey if Zohran Mamdani was elected mayor. Now he’s reconsidering.
www.forbes.com
November 8, 2025 at 1:27 PM
This is as unexpected as buying anything from Gristedes and finding out it’s past the sell by date or covered in mold.
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.
Reposted by Rob Cyran
Moose apparently have some unique ability to have low genetic variance with high populations
Genomic Underpinnings of Population Persistence in Isle Royale Moose
Island ecosystems provide natural laboratories to assess the impacts of isolation on population persistence. However, most studies of persistence have focused on a single species, without comparisons to other organisms they interact with in the ...
pmc.ncbi.nlm.nih.gov
November 6, 2025 at 1:53 AM
Moose apparently have some unique ability to have low genetic variance with high populations
A piece I wrote on how anti-immigration policies are a bigger threat to NYC's prosperity than a new mayor: www.breakingviews.com/columns/brea...
www.breakingviews.com
November 5, 2025 at 7:01 PM
A piece I wrote on how anti-immigration policies are a bigger threat to NYC's prosperity than a new mayor: www.breakingviews.com/columns/brea...
Every single stat I've seen from last night's voting is nuts:
-~ 80% of women 18-29 voted for Mamdani, Sherrill, Spanberger. All three won men in same demo also
-Perth Amboy, NJ, ~80% hispanic swung from +8 Harris to +56 Sherrill
-Virginia, AKA suburbaland, saw Senate go from 51-49 to 65D-35R
-~ 80% of women 18-29 voted for Mamdani, Sherrill, Spanberger. All three won men in same demo also
-Perth Amboy, NJ, ~80% hispanic swung from +8 Harris to +56 Sherrill
-Virginia, AKA suburbaland, saw Senate go from 51-49 to 65D-35R
November 5, 2025 at 2:27 PM
Every single stat I've seen from last night's voting is nuts:
-~ 80% of women 18-29 voted for Mamdani, Sherrill, Spanberger. All three won men in same demo also
-Perth Amboy, NJ, ~80% hispanic swung from +8 Harris to +56 Sherrill
-Virginia, AKA suburbaland, saw Senate go from 51-49 to 65D-35R
-~ 80% of women 18-29 voted for Mamdani, Sherrill, Spanberger. All three won men in same demo also
-Perth Amboy, NJ, ~80% hispanic swung from +8 Harris to +56 Sherrill
-Virginia, AKA suburbaland, saw Senate go from 51-49 to 65D-35R
Reposted by Rob Cyran
All those gerrymandering bills depend on people with safe seats donating some of their margin of safety to help neighbouring districts. I think that some of them might be a little bit more reluctant to make that gamble today than they were yesterday.
Republicans thought they had a permanent hold over young men. They didn't.
Spanberger wins men 18-29 by 14%, Sherrill by 10%, and Mamdani by a stunning 40%.
Spanberger wins men 18-29 by 14%, Sherrill by 10%, and Mamdani by a stunning 40%.
November 5, 2025 at 9:41 AM
All those gerrymandering bills depend on people with safe seats donating some of their margin of safety to help neighbouring districts. I think that some of them might be a little bit more reluctant to make that gamble today than they were yesterday.
Reposted by Rob Cyran
Please join me and Ed and a growing number of other folks. Food banks can’t replace SNAP but they are incredibly efficient ways to turn dollars into relief.
November 3, 2025 at 12:44 AM
Please join me and Ed and a growing number of other folks. Food banks can’t replace SNAP but they are incredibly efficient ways to turn dollars into relief.
Reposted by Rob Cyran
Japan's "Mundane Halloween" costume contest is back!
Each year website DailyPortalZ holds a contest where people dress up as something super duper ordinary.
Here's a thread of some of my favorites from the 2025 contest!
#MundaneHalloween
Each year website DailyPortalZ holds a contest where people dress up as something super duper ordinary.
Here's a thread of some of my favorites from the 2025 contest!
#MundaneHalloween
November 2, 2025 at 9:15 AM
Japan's "Mundane Halloween" costume contest is back!
Each year website DailyPortalZ holds a contest where people dress up as something super duper ordinary.
Here's a thread of some of my favorites from the 2025 contest!
#MundaneHalloween
Each year website DailyPortalZ holds a contest where people dress up as something super duper ordinary.
Here's a thread of some of my favorites from the 2025 contest!
#MundaneHalloween
Reposted by Rob Cyran
Immediately seems like a problem for this theory that %of gdp seems to be declining over time
October 31, 2025 at 7:56 PM
Immediately seems like a problem for this theory that %of gdp seems to be declining over time
Happy Halloween to all the virologists out there.
These videos of a rat hunting and eating bats will haunt my dreams.
www.sciencedirect.com/science/arti...
www.sciencedirect.com/science/arti...
October 31, 2025 at 6:47 PM
Happy Halloween to all the virologists out there.
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.
The number of issues at multiple cloud providers over the past week is making me wonder if there's a common thread.
October 30, 2025 at 5:47 PM
The number of issues at multiple cloud providers over the past week is making me wonder if there's a common thread.
Reposted by Rob Cyran
Oh my God. For a poetry nerd like me, this is astonishing.
October 30, 2025 at 5:30 PM
Oh my God. For a poetry nerd like me, this is astonishing.
I bet Moderna will do better over the next five years than a portfolio of AI plays given valuation, sentiment, and likely market for products. This sort of story tends to be written near the bottom.
“Some former employees speak of the company like refugees of a once-great city, grief-stricken and a little bewildered by how it all came undone. They point to moments — a clinical trial result, an election outcome, the selection of a presidential Cabinet member — that could have changed everything”
How Moderna, the company that helped save the world, unraveled
Exclusive: The inside story of why Moderna now faces a crisis unlike any in its 15-year-history.
www.statnews.com
October 30, 2025 at 1:56 PM
I bet Moderna will do better over the next five years than a portfolio of AI plays given valuation, sentiment, and likely market for products. This sort of story tends to be written near the bottom.
We are doomed to spend as long talking about a China deal as we spent talking about how the ACA would be replaced. Will probably be just as fruitful.
October 30, 2025 at 12:19 PM
We are doomed to spend as long talking about a China deal as we spent talking about how the ACA would be replaced. Will probably be just as fruitful.
Reposted by Rob Cyran
Obvious wavenumber-5 mesovortex pattern within #Melissa’s eyewall earlier today — when the simulation matches reality. Just two decades ago, the very existence of mesovortices was still a matter of debate.
October 28, 2025 at 9:22 PM
Obvious wavenumber-5 mesovortex pattern within #Melissa’s eyewall earlier today — when the simulation matches reality. Just two decades ago, the very existence of mesovortices was still a matter of debate.