Graham Sinclair
@esgarchitect.bsky.social
Long term investor.
Sustainable investment strategist.
Adjunct professor.
“The free market is cool until you need a regulated market.” - @marcaross.
Mundus sine caesaribus.
Personal POV only etc.
#sustainability #strategy #investment #MTSIC
Sustainable investment strategist.
Adjunct professor.
“The free market is cool until you need a regulated market.” - @marcaross.
Mundus sine caesaribus.
Personal POV only etc.
#sustainability #strategy #investment #MTSIC
Pinned
Graham Sinclair
@esgarchitect.bsky.social
· Dec 16
Grey weather on the Mainline today. I grieve the crossing over of Charles Handy, the philosopher and business thinker.
What he called (w twinkle in his blue eyes) a “management guru…or charlatan(!)”.
A better human.
May he inspire you too toward your purpose.
www.linkedin.com/posts/graham...
What he called (w twinkle in his blue eyes) a “management guru…or charlatan(!)”.
A better human.
May he inspire you too toward your purpose.
www.linkedin.com/posts/graham...
Reposted by Graham Sinclair
This is a genuinely huge, sweeping victory today for the University of California—or rather, for us, its faculty, acting through our faculty associations, while the UC itself maintained a strict policy of deer-in-headlights silence.
The Trump admin has given up its appeal of a powerful injunction:
The Trump admin has given up its appeal of a powerful injunction:
Trump administration drops appeal of court order blocking $1.2-billion UCLA settlement
The Trump administration dropped its appeal of a major higher education case in which a federal judge blocked its $1.2-billion settlement proposal to UCLA over alleged civil rights violations. It will...
www.latimes.com
February 14, 2026 at 4:57 AM
This is a genuinely huge, sweeping victory today for the University of California—or rather, for us, its faculty, acting through our faculty associations, while the UC itself maintained a strict policy of deer-in-headlights silence.
The Trump admin has given up its appeal of a powerful injunction:
The Trump admin has given up its appeal of a powerful injunction:
Deserves size 82 font in your next slidedeck, @fisherdanar.bsky.social!
I joined @marketplace.org to talk about the Trump Administration's revoking the endangerment finding that sets the basis for climate policy in the US and gave my favorite quote on the radio ever: "“I’m going to call B.S. on that. Like, I mean straight up B.S.” www.marketplace.org/story/2026/0...
The hidden costs of the EPA's new climate change policy
This week, the EPA revoked what’s called the “endangerment finding,” which found that fossil fuel emissions can endanger human health. The agency says the U.S. will save money, but there are other cos...
www.marketplace.org
February 14, 2026 at 1:15 PM
Deserves size 82 font in your next slidedeck, @fisherdanar.bsky.social!
Reposted by Graham Sinclair
Plants like CO2
Plants don't like droughts, floods, fires, unseasonal frosts or being out of sync with their pollinators, which excess CO2 causes
This intelligent man knows all this, but he's using his platform to lie because he owns a coal mine
So much worse than genuine denialism - it's evil
Plants don't like droughts, floods, fires, unseasonal frosts or being out of sync with their pollinators, which excess CO2 causes
This intelligent man knows all this, but he's using his platform to lie because he owns a coal mine
So much worse than genuine denialism - it's evil
February 14, 2026 at 11:41 AM
Plants like CO2
Plants don't like droughts, floods, fires, unseasonal frosts or being out of sync with their pollinators, which excess CO2 causes
This intelligent man knows all this, but he's using his platform to lie because he owns a coal mine
So much worse than genuine denialism - it's evil
Plants don't like droughts, floods, fires, unseasonal frosts or being out of sync with their pollinators, which excess CO2 causes
This intelligent man knows all this, but he's using his platform to lie because he owns a coal mine
So much worse than genuine denialism - it's evil
Fair.
As I have repeatedly explained, the reason we have a climate crisis, is not because of anthropogenic climate change, but because of governments choosing not to do anything about it, and to reduce fossil fuel burning, as they are only interested in economic growth and the profit of big business.
12/
12/
February 14, 2026 at 12:11 PM
Fair.
Reposted by Graham Sinclair
MTG replied to Massie’s post.
Important context is Massie and MTG (when she was still in office) have both pushed for release of the Epstein files and occasionally defied Trump on legislation.
They have been targeted by Trump accordingly, and MTG has spoken publicly about receiving death threats.
Important context is Massie and MTG (when she was still in office) have both pushed for release of the Epstein files and occasionally defied Trump on legislation.
They have been targeted by Trump accordingly, and MTG has spoken publicly about receiving death threats.
February 13, 2026 at 11:30 PM
MTG replied to Massie’s post.
Important context is Massie and MTG (when she was still in office) have both pushed for release of the Epstein files and occasionally defied Trump on legislation.
They have been targeted by Trump accordingly, and MTG has spoken publicly about receiving death threats.
Important context is Massie and MTG (when she was still in office) have both pushed for release of the Epstein files and occasionally defied Trump on legislation.
They have been targeted by Trump accordingly, and MTG has spoken publicly about receiving death threats.
Reposted by Graham Sinclair
President Zelensky presented Heraskevytch with a civil honor this evening in Munich. Immediate national hero.
February 13, 2026 at 10:45 PM
President Zelensky presented Heraskevytch with a civil honor this evening in Munich. Immediate national hero.
When is killing innocent citizens considered treasonous?
“high power computing is essential for simulating weather and climate and for evaluating the accuracy of new forecast models, which eventually end up contributing to what Americans see in the weather apps each day”
Now we’re sacrificing weather forecasts to ideology
www.cnn.com/2026/02/13/w...
Now we’re sacrificing weather forecasts to ideology
www.cnn.com/2026/02/13/w...
Trump admin is pulling supercomputers out of key weather research center | CNN
A leading American research lab is slated to lose its critical supercomputing facility, according to a letter released Thursday by the National Science Foundation.
www.cnn.com
February 13, 2026 at 11:09 PM
When is killing innocent citizens considered treasonous?
Reposted by Graham Sinclair
US Troops killed all the guards at Dachau for this kind of shit.
On Thanksgiving, the immigrant children held at the Dilley detention center gathered in the gym for what they thought was a holiday feast.
The kids salivated over a spread of turkey, sandwiches, pastries and pies, a family told me.
But the food wasn’t for detainees — it was for the staff.
The kids salivated over a spread of turkey, sandwiches, pastries and pies, a family told me.
But the food wasn’t for detainees — it was for the staff.
February 13, 2026 at 8:45 PM
US Troops killed all the guards at Dachau for this kind of shit.
My fav part of the day, and of the week.
Late Friday afternoon and the hoopoes glow in the late day wintry sunshine.
Late Friday afternoon and the hoopoes glow in the late day wintry sunshine.
February 13, 2026 at 9:39 PM
My fav part of the day, and of the week.
Late Friday afternoon and the hoopoes glow in the late day wintry sunshine.
Late Friday afternoon and the hoopoes glow in the late day wintry sunshine.
Deserves a “…THAT is the question” after it.
What do you think?
Do you think?
What do you think?
Do you think?
The most important question about AI isn't determining whether the machine thinks — it's whether interacting with it displaces the conditions under which we think, writes Eryk Salvaggio.
The Illusion of AGI, or What Language Models Can Do Without Thought
It is not simple stubbornness that LLMs are not “intelligent,” much less a form of “general” intelligence, writes Eryk Salvaggio.
buff.ly
February 13, 2026 at 8:33 PM
Deserves a “…THAT is the question” after it.
What do you think?
Do you think?
What do you think?
Do you think?
ICE are red letters.
for better or worse, this will probably be the most successful and compelling argument by communities against ICE concentration camps being built:
(from this piece: archive.is/eGsQf)
(from this piece: archive.is/eGsQf)
February 13, 2026 at 5:13 PM
ICE are red letters.
Reposted by Graham Sinclair
Temperature is only relevant if the homes are the same. But, even when the temperature outside is 106 F in CA, a well-insulated home with PV, heat pumps & efficient appliances uses 0 grid electricity and sends excess PV to the grid
Far fewer homes in TX have these features, so TX wastes far more
Far fewer homes in TX have these features, so TX wastes far more
Despite CA having 2x the electricity price as TX, Texans pay 28% more per capita for electricity yearly because TX uses 2.7x the elec per capita as CA (vs 2.1x in 2001, so nothing to do with weather) even with 2 mil more EVs in CA than TX
Why? Stronger effic & building standards & more BTM PV in CA
Why? Stronger effic & building standards & more BTM PV in CA
February 12, 2026 at 6:04 AM
Temperature is only relevant if the homes are the same. But, even when the temperature outside is 106 F in CA, a well-insulated home with PV, heat pumps & efficient appliances uses 0 grid electricity and sends excess PV to the grid
Far fewer homes in TX have these features, so TX wastes far more
Far fewer homes in TX have these features, so TX wastes far more
Yikes. It is scaring. Still remember the pain and gloom.
Just learned that 11-24% of people who had their bikes stolen stop riding!!! Strong rationale for cities to provide/require secure bike parking as part of their mode shift efforts.
www.ecf.com/media/resour... ddd.uab.cat/pub/trerecpr...
www.ecf.com/media/resour... ddd.uab.cat/pub/trerecpr...
www.ecf.com
February 13, 2026 at 5:11 PM
Yikes. It is scaring. Still remember the pain and gloom.
Reposted by Graham Sinclair
www.goodnewsnetwork.org/bostonians-w... Besides the less traffic, which is awesome, it also means there's less garbage being pumped into the air. This is a tangible, real effect of creating more bike lanes in cities. This is a very #goodthing! #positivity #positivevibes
Bostonians Wanted More Bike Lanes: Now They Have Them, and Traffic Is Down
Mayor Michelle Wu's ran on more protected bike lanes around the city to satisfy a perceived demand for better cycling infrastructure.
www.goodnewsnetwork.org
February 13, 2026 at 6:08 AM
www.goodnewsnetwork.org/bostonians-w... Besides the less traffic, which is awesome, it also means there's less garbage being pumped into the air. This is a tangible, real effect of creating more bike lanes in cities. This is a very #goodthing! #positivity #positivevibes
Brilliant offer.
Noting: “Sketch elements you might want in a model…”
Noting: “Sketch elements you might want in a model…”
For Spring semester, I'm bringing back free weekly open office hours for anyone in the world with Econometrics questions.
Tuesdays 4-6 PM Central European Time (US EST 10AM-12PM) or by appointment; sign up and drop by!
Details and signup at: donskerclass.github.io/OfficeHours....
Tuesdays 4-6 PM Central European Time (US EST 10AM-12PM) or by appointment; sign up and drop by!
Details and signup at: donskerclass.github.io/OfficeHours....
February 13, 2026 at 1:46 PM
Brilliant offer.
Noting: “Sketch elements you might want in a model…”
Noting: “Sketch elements you might want in a model…”
Not in the macro strategy risk factors from your friendly investment portfolio manager.
This week US federal regime made climate pollution even easier.
It will get much worse.
How will you invest/ buy/ vote for something better?
This week US federal regime made climate pollution even easier.
It will get much worse.
How will you invest/ buy/ vote for something better?
Since the 1970s, the Earth — fueled by greenhouse gas emissions — has been warming at a fairly steady rate.
But 2023, 2024 and 2025 were far warmer than previous trends. A Post analysis shows the warming rate over the past decade increased by 42 percent. https://wapo.st/4qA1kZM
But 2023, 2024 and 2025 were far warmer than previous trends. A Post analysis shows the warming rate over the past decade increased by 42 percent. https://wapo.st/4qA1kZM
February 13, 2026 at 1:32 PM
Not in the macro strategy risk factors from your friendly investment portfolio manager.
This week US federal regime made climate pollution even easier.
It will get much worse.
How will you invest/ buy/ vote for something better?
This week US federal regime made climate pollution even easier.
It will get much worse.
How will you invest/ buy/ vote for something better?
Almost as if tantrums and tariffs and taxes are not good boring governance for a major economy, and the lives and livelihoods that live and work in it.
February 13, 2026 at 1:29 PM
Almost as if tantrums and tariffs and taxes are not good boring governance for a major economy, and the lives and livelihoods that live and work in it.
Reposted by Graham Sinclair
Here’s the thing… a dusty, used-up, gravel-sounding, lying, murderous eugenicist who snorted blow off a toilet seat *is* the best that MAGA can find to do the job. Nobody else is any better than this scumbag. That’s the problem, they’re all this venal. It’s a jobs program for the scum of the earth.
"I'm not scared of a germ... I used to snort cocaine off of toilet seats."
This is a direct quote from the secretary of Health and Human Services. I lack words to describe how unhinged it is to have this person dictating healthcare policy for 350 million people.
news.sky.com/story/robert...
This is a direct quote from the secretary of Health and Human Services. I lack words to describe how unhinged it is to have this person dictating healthcare policy for 350 million people.
news.sky.com/story/robert...
Robert F Kennedy Jr admits he used to 'snort cocaine off toilet seats'
The US health secretary made the confession to podcaster Theo Von during an episode of his show, This Past Weekend, as he opened up about his past drug use.
news.sky.com
February 13, 2026 at 1:02 PM
Here’s the thing… a dusty, used-up, gravel-sounding, lying, murderous eugenicist who snorted blow off a toilet seat *is* the best that MAGA can find to do the job. Nobody else is any better than this scumbag. That’s the problem, they’re all this venal. It’s a jobs program for the scum of the earth.
Reposted by Graham Sinclair
The measles virus infects ~90% of unvaccinated people exposed to it. The infected can then infect a dozen to several hundred people each.
This well-researched piece is a chilling, powerful account of exactly how easily a kid could get measles, and how they could die of it.
Must read!
Gift link.
This well-researched piece is a chilling, powerful account of exactly how easily a kid could get measles, and how they could die of it.
Must read!
Gift link.
This Is How a Child Dies of Measles
When your family becomes a data point in an outbreak
www.theatlantic.com
February 13, 2026 at 1:23 PM
The measles virus infects ~90% of unvaccinated people exposed to it. The infected can then infect a dozen to several hundred people each.
This well-researched piece is a chilling, powerful account of exactly how easily a kid could get measles, and how they could die of it.
Must read!
Gift link.
This well-researched piece is a chilling, powerful account of exactly how easily a kid could get measles, and how they could die of it.
Must read!
Gift link.
Yes it’s serious.
No your polished investment sales guy and his PMs and macro strategists are completely ignorant of its probability and impacts.
Seems like if they weigh investment risks, maybe they should?
Exhibit x/n of Prof Steve Keen’s work.
No your polished investment sales guy and his PMs and macro strategists are completely ignorant of its probability and impacts.
Seems like if they weigh investment risks, maybe they should?
Exhibit x/n of Prof Steve Keen’s work.
Tremendous coverage from @channel4news.bsky.social on the science of #AMOC collapse 👏
Do take the time to watch this and take it in.
This story needs to be shared and absorbed.
#EmergencyOnPlanetEarth
Do take the time to watch this and take it in.
This story needs to be shared and absorbed.
#EmergencyOnPlanetEarth
February 13, 2026 at 1:18 PM
Yes it’s serious.
No your polished investment sales guy and his PMs and macro strategists are completely ignorant of its probability and impacts.
Seems like if they weigh investment risks, maybe they should?
Exhibit x/n of Prof Steve Keen’s work.
No your polished investment sales guy and his PMs and macro strategists are completely ignorant of its probability and impacts.
Seems like if they weigh investment risks, maybe they should?
Exhibit x/n of Prof Steve Keen’s work.
Tesla - with toxic CEO playing Goebbels - is not a high growth company.
Or even a growth company.
Or even a growth company.
2022:
1) Tesla 1.3M
2) BYD 911K
3) VW Group 570K
2023:
1) Tesla 1.8M
2) BYD 1.5M
3) VW 769K
2024:
1) Tesla 1.8M
2) BYD 1.8M
3) SAIC 800K
2025:
1) BYD 2.2M
2) Tesla 1.6M
3) GEELY 1.3M
1) Tesla 1.3M
2) BYD 911K
3) VW Group 570K
2023:
1) Tesla 1.8M
2) BYD 1.5M
3) VW 769K
2024:
1) Tesla 1.8M
2) BYD 1.8M
3) SAIC 800K
2025:
1) BYD 2.2M
2) Tesla 1.6M
3) GEELY 1.3M
February 13, 2026 at 1:14 PM
Tesla - with toxic CEO playing Goebbels - is not a high growth company.
Or even a growth company.
Or even a growth company.
This.
Rotten.
That’s why the Goldman Sachs lawyer had to go.
And each country needs to scan for its own.
Will make avoiding Russia a no-brainer, and supporting Ukraine’s victory over the invader.
Rotten.
That’s why the Goldman Sachs lawyer had to go.
And each country needs to scan for its own.
Will make avoiding Russia a no-brainer, and supporting Ukraine’s victory over the invader.
The Epstein scandal: for the US it's dirty old men engaged in lurid sexual escapades with underage girls and women. For the rest of the world it's a dangerous game of espionage going on right under the nose of US authorities and ignored by them, to the peril of the entire free world.
De l’affaire Epstein aux « Epstein Files » : tout comprendre à ce scandale aux multiples ramifications
Les millions de documents publiés récemment ont éclaboussé des dizaines de personnalités internationales, même s’ils ne constituent absolument pas la preuve de leur complicité dans les crimes sexuels ...
www.lemonde.fr
February 13, 2026 at 12:14 PM
This.
Rotten.
That’s why the Goldman Sachs lawyer had to go.
And each country needs to scan for its own.
Will make avoiding Russia a no-brainer, and supporting Ukraine’s victory over the invader.
Rotten.
That’s why the Goldman Sachs lawyer had to go.
And each country needs to scan for its own.
Will make avoiding Russia a no-brainer, and supporting Ukraine’s victory over the invader.
Reposted by Graham Sinclair
A must read. The most shocking for me is: 1) AI companies pay 'campus ambassadors' to undermine campus teaching itself. 2) students are encouraged to upload lectures to train AI. On the latter I might have to ban recordings allowed for access students.
I've said it before, but the first school that promotes itself as "AI-free" is going to corner the market on folks committed to learning. (gift link)
Opinion | How A.I. Companies Are Preying on College Students
www.nytimes.com
February 13, 2026 at 6:54 AM
A must read. The most shocking for me is: 1) AI companies pay 'campus ambassadors' to undermine campus teaching itself. 2) students are encouraged to upload lectures to train AI. On the latter I might have to ban recordings allowed for access students.
Reposted by Graham Sinclair
Sr Dorothy Stang was murdered for defending the climate, the Amazon, and the people she helped sustainably farm within it, on this day 21 years ago. She should not be forgotten.
On Martyrdom
Minneapolis, Dorothy Stang, and The Stranger
open.substack.com
February 12, 2026 at 6:12 PM
Sr Dorothy Stang was murdered for defending the climate, the Amazon, and the people she helped sustainably farm within it, on this day 21 years ago. She should not be forgotten.
Toxic people poison the good life.
Today, the Trump administration repealed the endangerment finding: the ruling that served as the basis for limits on tailpipe emissions and power plant rules. Without it, we’ll be less safe, less healthy and less able to fight climate change—all so the fossil fuel industry can make even more money.
WATCH: Trump, EPA's Zeldin announce end of scientific basis for U.S. action on climate change
The Trump administration on Thursday revoked a scientific finding that long has been the central basis for U.S. action to regulate greenhouse gas emissions and fight climate change, the most aggressiv...
www.pbs.org
February 13, 2026 at 5:06 AM
Toxic people poison the good life.