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Graham Sinclair

@esgarchitect

Long term investor. Sustainable investment strategist. Adjunct professor. “The free market is cool until you need a regulated market.” - @marcaross. Mr Rogers was better than this Personal views, usual disclaimers. #sustainability #strategy #investment

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Latest posts by Graham Sinclair @esgarchitect

Advanced tech that will blow American minds.

11.03.2026 12:06 👍 0 🔁 0 💬 0 📌 0
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Bier: "Over the last 30 years, we looked at all the government budgets -- federal, state, and local combined. Immigrants reduce deficits by $14.5 trillion."

10.03.2026 15:34 👍 5244 🔁 2011 💬 122 📌 112
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Net Zero Costs Less Than One Fossil Fuel Shock, UK’s CCC Says The cost of meeting net zero is less than a single fossil fuel price shock, the UK’s official climate adviser said.

UK's Climate Change Committee has some of the smartest minds working on modeling the costs of how to get to net zero. And this assessment is likley to be applicable to any fossil-fuel import dependent country.

🎁🔗 www.bloomberg.com/news/article...

11.03.2026 09:12 👍 83 🔁 44 💬 2 📌 5
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Oil is settling near $90 per barrel, which is around 25% higher than before hostilities broke out. That's a huge lift for LatAm commodity exporters and they've begun to outperform the rest of EM. This "EM differentiation" trade has a lot further to go...
robinjbrooks.substack.com/p/how-to-tra...

11.03.2026 11:01 👍 15 🔁 3 💬 0 📌 0
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Cargo ship on fire in Strait of Hormuz after three vessels hit by 'unknown projectiles' The reports of attacks on commercial ships came after the US said it

Once again, commercial shipping is caught in the crossfire. The lives of the seafarers who work on these vessels are at risk.

www.bbc.co.uk/news/live/cd...

11.03.2026 11:01 👍 108 🔁 41 💬 3 📌 3

Beautiful

11.03.2026 11:00 👍 1 🔁 0 💬 0 📌 0

5/ And on the Strait of Hormuz, they had NO PLAN. I can't go into more detail about how Iran gums up the Strait, but suffice it say, right now, they don't know how to get it safely back open.

Which is unforgiveable, because this part of the disaster was 100% foreseeable.

11.03.2026 01:03 👍 12112 🔁 2642 💬 394 📌 430

I was in a 2 hour briefing today on the Iran War. All the briefings are closed, because Trump can't defend this war in public.

I obviously can't disclose classified info, but you deserve to know how incoherent and incomplete these war plans are.

1/ Here's what I can share:

11.03.2026 01:03 👍 14424 🔁 5861 💬 401 📌 808

Remember the mystery a few weeks ago, about how and why xAI was spitting out people's government names, even people who have only *ever* used a pseudonym professionally?

11.03.2026 00:01 👍 472 🔁 168 💬 8 📌 3
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The laid-off lawyers and PhDs training AI to steal their careers Experienced white-collar workers are now part of a miserable gig economy.

AI companies are paying screenwriters, lawyers, and other white-collar professionals to produce the training data needed to automate their jobs. I spoke with more than 30 workers about conditions inside this fast-growing and extremely secretive new gig economy.

10.03.2026 12:43 👍 166 🔁 81 💬 10 📌 36

SCOTUS majority has brought shame on justice and democracy in this decade.

10.03.2026 23:51 👍 1 🔁 0 💬 0 📌 0

Oh hey that thing we were all afraid of happening. Well it fucking happened. If you haven’t already locked down your credit/identity, you should fucking do it now. I’ll put the thread I wrote on how to do that (ish, there are Reddit boards with a million more steps you can take) in the comments. 🤬🤬🤬

10.03.2026 23:37 👍 201 🔁 107 💬 14 📌 5

So apparently grammarly stole my fuckin identity

10.03.2026 23:11 👍 1343 🔁 472 💬 62 📌 48
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The Trump Administration allowed Americans’ most private information to be COPIED onto a THUMB DRIVE.

10.03.2026 19:04 👍 20 🔁 11 💬 5 📌 2
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Wildlife Refuges are for wildlife, NOT Trump’s friends in the fossil fuel lobby.

10.03.2026 19:03 👍 51 🔁 28 💬 7 📌 2
I just left another briefing on Iran.
I just left another briefing on Iran. YouTube video by Senator Elizabeth Warren

I just left another briefing on Iran.

Here's the only part of Trump's plan that is clear to me:

He won't spare a cent for the 15 million Americans who will lose their health care, but he'll spend a billion dollars a day bombing Iran.

10.03.2026 18:05 👍 1044 🔁 358 💬 54 📌 15

Wisdom.

10.03.2026 15:30 👍 1 🔁 0 💬 0 📌 0
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Trump's Iran War is driving sky-high energy prices. Here's who is profiting. The fighting spells trouble for consumers and a potential windfall for some of the president's biggest backers.

"Once you start getting to $100 or $100-plus range, then it starts becoming economically disruptive even for the oil companies." But for now “as long as oil prices remain where it doesn’t become disruptive and destructive, oil companies are going to benefit.”

No pay wall.

10.03.2026 15:11 👍 16 🔁 12 💬 1 📌 1

Un-presidential.

10.03.2026 15:13 👍 0 🔁 0 💬 0 📌 0
Photo on North Front Street Philadelphia PA.

Photo on North Front Street Philadelphia PA.

Where am I?
A recovered remodeled former riverside industrial area:
1. Cape Town
2. Copenhagen
3. Boston
4. Philadelphia
5. Melbourne

10.03.2026 12:53 👍 0 🔁 0 💬 0 📌 0

An actual journalist, asking an actual question. Legend.

10.03.2026 12:12 👍 3 🔁 0 💬 0 📌 0

Exhibit x/n: “Wall St” is not a thing, millions of contradicting idiosyncratic choices on prices are happening daily, the cheapest possible analyst talent clicking algorithms channel influence wielding flows of capital.

Opportunities for active investment management abound.

10.03.2026 12:10 👍 0 🔁 0 💬 0 📌 0

My nanopayment from the damages “settlement” from Anthropocene, and every AI, ripping off all my creative work published still leaves my exploited and ripped off.

10.03.2026 11:54 👍 0 🔁 0 💬 0 📌 0

Both of the options here are human writers. The first option is unprocessed human writing and the second option is human writing run through a language model to reproduce the same outputs with different words

If it couldn't have existed without training data, it isn't creating anything at all.

10.03.2026 11:30 👍 547 🔁 129 💬 21 📌 21
Photo from 30th St station Philadelphia looking directly into the morning sun in late winter 2026

Photo from 30th St station Philadelphia looking directly into the morning sun in late winter 2026

Go east young man.

It’s always sunny in Philadelphia.

10.03.2026 11:45 👍 0 🔁 0 💬 0 📌 0

The shame.

10.03.2026 11:38 👍 0 🔁 0 💬 0 📌 0

Everything Tr*mp touches, dies.

The idea of America will rise from the ashes. We are who will lead ourselves to better, in small ways and large.

The USA will go on. Scarred and chastened, but helping bend the arc of justice.

The toxics will flounder and tantrum. We keep doing the work.

10.03.2026 11:38 👍 0 🔁 0 💬 0 📌 0
U.S. Sen. Martin Heinrich (D-NM) speaks to reporters at the U.S. Capitol Building. (Photo by Kayla Bartkowski/Getty Images)

U.S. Sen. Martin Heinrich (D-NM) speaks to reporters at the U.S. Capitol Building. (Photo by Kayla Bartkowski/Getty Images)

Sen. Martin Heinrich: “Remember when Republicans said we couldn't afford those tax credits for your healthcare?

Now they’re burning through almost a billion dollars a day on their Iran War”

09.03.2026 18:04 👍 6114 🔁 2113 💬 164 📌 73

If Biden had received just 1% of the media coddling given to Trump he would have won reelection in a landslide

10.03.2026 10:55 👍 116 🔁 21 💬 1 📌 0