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.
I walk therefore I am.
#sustainability #strategy #investment #cdr
“The free market is cool until you need a regulated market.” - @marcaross.
Mundus sine caesaribus.
I walk therefore I am.
#sustainability #strategy #investment #cdr
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
Dimon on why JPMorgan Chase is not funding WH Ballroom:
We have an issue, which is anything we do, since we do a lot of contracts with governments here and around the world, we have to be very careful how anything is perceived, and also how the next DOJ is going to deal with it.
We have an issue, which is anything we do, since we do a lot of contracts with governments here and around the world, we have to be very careful how anything is perceived, and also how the next DOJ is going to deal with it.
November 29, 2025 at 7:24 PM
Dimon on why JPMorgan Chase is not funding WH Ballroom:
We have an issue, which is anything we do, since we do a lot of contracts with governments here and around the world, we have to be very careful how anything is perceived, and also how the next DOJ is going to deal with it.
We have an issue, which is anything we do, since we do a lot of contracts with governments here and around the world, we have to be very careful how anything is perceived, and also how the next DOJ is going to deal with it.
Reposted by Graham Sinclair
Under Trump, the government isn't just withholding data it doesn't like; it's killing its own capacity to produce reliable data.
Trump’s One Weird Trick for Eliminating Bad News: Delete It
The disappearance of inconvenient facts and the remaking of reality.
lnk.thebulwark.com
November 30, 2025 at 4:00 AM
Under Trump, the government isn't just withholding data it doesn't like; it's killing its own capacity to produce reliable data.
Reposted by Graham Sinclair
I really appreciate that @pbsnews.org ended the interview with this graphic.
It captures, in the simplest and starkest terms, the brutal arithmetic driving this country's homelessness catastrophe.
It captures, in the simplest and starkest terms, the brutal arithmetic driving this country's homelessness catastrophe.
November 30, 2025 at 1:33 AM
I really appreciate that @pbsnews.org ended the interview with this graphic.
It captures, in the simplest and starkest terms, the brutal arithmetic driving this country's homelessness catastrophe.
It captures, in the simplest and starkest terms, the brutal arithmetic driving this country's homelessness catastrophe.
And forensic accountants and auditors.
The typical skills needed to pick through the crash site of a kleptocracy like this on run from Pennsylvania Ave.
The typical skills needed to pick through the crash site of a kleptocracy like this on run from Pennsylvania Ave.
It seems like a good time to go to law school because the next DOJ is going to be very busy.
November 30, 2025 at 1:16 PM
And forensic accountants and auditors.
The typical skills needed to pick through the crash site of a kleptocracy like this on run from Pennsylvania Ave.
The typical skills needed to pick through the crash site of a kleptocracy like this on run from Pennsylvania Ave.
Reposted by Graham Sinclair
What @dhnexon.bsky.social said has stuck with me:
"U.S. foreign policy is much easier to understand once you accept that the main ‘grand strategy’ of the Trump administration is straight-up kleptocracy."
bsky.app/profile/carl...
"U.S. foreign policy is much easier to understand once you accept that the main ‘grand strategy’ of the Trump administration is straight-up kleptocracy."
bsky.app/profile/carl...
Five-byline alert: 🚨
“.. the full scope of [Witkoff’s talks] went much further, according to people familiar .. They were privately charting a path to bring Russia’s $2 trillion economy in from the cold—with American businesses first in line .. to the dividends. 🇺🇦
www.wsj.com/world/russia...
“.. the full scope of [Witkoff’s talks] went much further, according to people familiar .. They were privately charting a path to bring Russia’s $2 trillion economy in from the cold—with American businesses first in line .. to the dividends. 🇺🇦
www.wsj.com/world/russia...
November 29, 2025 at 4:28 PM
What @dhnexon.bsky.social said has stuck with me:
"U.S. foreign policy is much easier to understand once you accept that the main ‘grand strategy’ of the Trump administration is straight-up kleptocracy."
bsky.app/profile/carl...
"U.S. foreign policy is much easier to understand once you accept that the main ‘grand strategy’ of the Trump administration is straight-up kleptocracy."
bsky.app/profile/carl...
Reposted by Graham Sinclair
We bow our heads before the Heroes who protect Ukrainians from the barbarity of the Russian forces, defending freedom and democracy. They will not be forgotten.
RIP – Vitalii Shevchyk, Andrii Haladii (28), Valentyn Dondikov, Vitalii Kartechev (26)
Eternal Memory!
Heroes Never Die!
RIP – Vitalii Shevchyk, Andrii Haladii (28), Valentyn Dondikov, Vitalii Kartechev (26)
Eternal Memory!
Heroes Never Die!
November 30, 2025 at 5:08 AM
We bow our heads before the Heroes who protect Ukrainians from the barbarity of the Russian forces, defending freedom and democracy. They will not be forgotten.
RIP – Vitalii Shevchyk, Andrii Haladii (28), Valentyn Dondikov, Vitalii Kartechev (26)
Eternal Memory!
Heroes Never Die!
RIP – Vitalii Shevchyk, Andrii Haladii (28), Valentyn Dondikov, Vitalii Kartechev (26)
Eternal Memory!
Heroes Never Die!
Reposted by Graham Sinclair
"If the U.S. military operation is not an armed conflict of any kind, these orders to kill helpless civilians clinging to the wreckage of a vessel our military destroyed would subject everyone from SECDEF down to the individual who pulled the trigger to prosecution under U.S. law for murder."
Here are US military lawyers stating clearly that Secretary of Defense Pete Hegseth's "kill everybody" orders are either (1) war crimes or (2) murder.
Either way, expect prosecutions in the future.
www.justsecurity.org/wp-content/u...
Either way, expect prosecutions in the future.
www.justsecurity.org/wp-content/u...
November 30, 2025 at 4:39 AM
"If the U.S. military operation is not an armed conflict of any kind, these orders to kill helpless civilians clinging to the wreckage of a vessel our military destroyed would subject everyone from SECDEF down to the individual who pulled the trigger to prosecution under U.S. law for murder."
Reposted by Graham Sinclair
They never really believed in free speech
November 30, 2025 at 2:14 AM
They never really believed in free speech
Reposted by Graham Sinclair
In 2022, Biden earmarked billions of dollars to help former coal communities. It was the largest investment in Appalachia since LBJ's 1960s’ war on poverty.
But Trump won West Virginia 70% to 28% in 2024. And now he's taking away the funding Biden gave them.
When are they going to learn?
But Trump won West Virginia 70% to 28% in 2024. And now he's taking away the funding Biden gave them.
When are they going to learn?
‘Deeply demoralizing’: how Trump derailed coal country’s clean-energy revival
Biden earmarked billions for former coal communities in Appalachia – and his successor came and took it away
www.theguardian.com
November 30, 2025 at 4:26 AM
In 2022, Biden earmarked billions of dollars to help former coal communities. It was the largest investment in Appalachia since LBJ's 1960s’ war on poverty.
But Trump won West Virginia 70% to 28% in 2024. And now he's taking away the funding Biden gave them.
When are they going to learn?
But Trump won West Virginia 70% to 28% in 2024. And now he's taking away the funding Biden gave them.
When are they going to learn?
Reposted by Graham Sinclair
it’s so weird to look around and realize like, tech and media are materially worse than a decade ago
November 30, 2025 at 5:30 AM
it’s so weird to look around and realize like, tech and media are materially worse than a decade ago
Reposted by Graham Sinclair
If India isn't ready to tackle visible air pollution (particulate matter), what are the chances it will tackle invisible pollution (carbon dioxide)?
November 30, 2025 at 6:21 AM
If India isn't ready to tackle visible air pollution (particulate matter), what are the chances it will tackle invisible pollution (carbon dioxide)?
Reposted by Graham Sinclair
On “The Necessary Conversation” podcast, Chad’s Trump supporter parents tell him the military should follow Trump’s illegal orders and kill everyone in LA if Trump commanded it — even with him and his sister in the city😳
November 28, 2025 at 12:41 AM
On “The Necessary Conversation” podcast, Chad’s Trump supporter parents tell him the military should follow Trump’s illegal orders and kill everyone in LA if Trump commanded it — even with him and his sister in the city😳
Reposted by Graham Sinclair
Harvard gets its research funding back through defiance and lawsuits.
Majority of Harvard’s Research Funding Has Been Restored
As of Tuesday, Harvard University had recouped most of the federal research funding it lost when the Trump administration froze its access to grants earlier this year, multiple local news organization...
www.insidehighered.com
November 29, 2025 at 4:31 AM
Harvard gets its research funding back through defiance and lawsuits.
Un-American.
US Marine Staff Sergeant’s wife was grabbed by ICE at her green card interview
The same thing happened to the wife of a Navy vet
They served their country, brought their spouses over legally and were going through the process
Instead they watched the loves of their life be taken away in handcuffs
The same thing happened to the wife of a Navy vet
They served their country, brought their spouses over legally and were going through the process
Instead they watched the loves of their life be taken away in handcuffs
November 29, 2025 at 1:07 PM
Un-American.
Clearly failing the “order” part of the “law and order” thing.
I wonder how proud all those financebros who voted to tax the poor must be feeling as they float in the data-free ether they made happen.
More opportunities to sell investments with their own “numbers”.
Risks in the spreadsheets…
I wonder how proud all those financebros who voted to tax the poor must be feeling as they float in the data-free ether they made happen.
More opportunities to sell investments with their own “numbers”.
Risks in the spreadsheets…
November 29, 2025 at 1:06 PM
Clearly failing the “order” part of the “law and order” thing.
I wonder how proud all those financebros who voted to tax the poor must be feeling as they float in the data-free ether they made happen.
More opportunities to sell investments with their own “numbers”.
Risks in the spreadsheets…
I wonder how proud all those financebros who voted to tax the poor must be feeling as they float in the data-free ether they made happen.
More opportunities to sell investments with their own “numbers”.
Risks in the spreadsheets…
Reposted by Graham Sinclair
Home Depot wanted holiday cheer, got a whole-ass choir calling out their partnership with ICE instead…
November 29, 2025 at 6:18 AM
Home Depot wanted holiday cheer, got a whole-ass choir calling out their partnership with ICE instead…
Reposted by Graham Sinclair
I mean how utterly incompetent and detached from reality do you have to be to say something like this out loud
It’s a real mystery why our European allies aren’t sharing intelligence with us anymore
It’s a real mystery why our European allies aren’t sharing intelligence with us anymore
November 29, 2025 at 12:20 PM
I mean how utterly incompetent and detached from reality do you have to be to say something like this out loud
It’s a real mystery why our European allies aren’t sharing intelligence with us anymore
It’s a real mystery why our European allies aren’t sharing intelligence with us anymore
Reposted by Graham Sinclair
Let’s talk about corruption.
Given the facts we know now - that, in short, EVERYONE around DJT and he himself is profiting off of selling Ukraine to the murderer, why are we still pretending for US to be the intermediary in these “negotiations”? What exactly are we expecting here? Where is EU?
Given the facts we know now - that, in short, EVERYONE around DJT and he himself is profiting off of selling Ukraine to the murderer, why are we still pretending for US to be the intermediary in these “negotiations”? What exactly are we expecting here? Where is EU?
November 29, 2025 at 12:22 PM
Let’s talk about corruption.
Given the facts we know now - that, in short, EVERYONE around DJT and he himself is profiting off of selling Ukraine to the murderer, why are we still pretending for US to be the intermediary in these “negotiations”? What exactly are we expecting here? Where is EU?
Given the facts we know now - that, in short, EVERYONE around DJT and he himself is profiting off of selling Ukraine to the murderer, why are we still pretending for US to be the intermediary in these “negotiations”? What exactly are we expecting here? Where is EU?
Reposted by Graham Sinclair
We are habituated to the technocratic details of a budget mattering most—which taxes are raised/cut? Where is spending directed? What is regulated and how? When will the budget balance?
It's all now secondary to digging in hard to defend the open society.
open.substack.com/pub/iandunt/...
It's all now secondary to digging in hard to defend the open society.
open.substack.com/pub/iandunt/...
November 29, 2025 at 11:50 AM
We are habituated to the technocratic details of a budget mattering most—which taxes are raised/cut? Where is spending directed? What is regulated and how? When will the budget balance?
It's all now secondary to digging in hard to defend the open society.
open.substack.com/pub/iandunt/...
It's all now secondary to digging in hard to defend the open society.
open.substack.com/pub/iandunt/...
Reposted by Graham Sinclair
Disturbingly similar fact pattern to Heinz-Wilhelm Eck, a German U-boat commander, who was tried, convicted, and executed after the war for ordering his crew to shoot the survivors of a Greek merchantman sunk by U-852.
November 29, 2025 at 2:03 AM
Disturbingly similar fact pattern to Heinz-Wilhelm Eck, a German U-boat commander, who was tried, convicted, and executed after the war for ordering his crew to shoot the survivors of a Greek merchantman sunk by U-852.
Reposted by Graham Sinclair
The legal, media, and academic institutions capitulating to an authoritarian ordering payments for favorable treatment are damning themselves to irrelevance. They are destroying their institutions. They will be — and should be — shunned for failing in their most basic purposes for existing.
BREAKING: Northwestern University has agreed to pay the U.S. Treasury $75 million, over the course of three years as part of an agreement with the federal government to restore funding and end investigations into the university
Full statement from NU below:
Full statement from NU below:
November 29, 2025 at 1:37 AM
The legal, media, and academic institutions capitulating to an authoritarian ordering payments for favorable treatment are damning themselves to irrelevance. They are destroying their institutions. They will be — and should be — shunned for failing in their most basic purposes for existing.
Russia’s war on free Ukraine is also ecocide.
Video of one of these tankers still burning at the moment.
It seems very likely that this shadow fleet tanker is permanently done transporting Russian oil.🔥
It seems very likely that this shadow fleet tanker is permanently done transporting Russian oil.🔥
November 28, 2025 at 11:26 PM
Russia’s war on free Ukraine is also ecocide.
Reposted by Graham Sinclair
Small reminder: Ukrainians are not fighting "for Zelenskyy" — they are fighting for freedom & dignity. Since 2014, they've been fighting a war on two fronts: against Russia's genocidal killers & their own corrupt officials. Successful raids by 🇺🇦 anti-corruption fighters are not a sign of weakness...
November 28, 2025 at 11:00 PM
Small reminder: Ukrainians are not fighting "for Zelenskyy" — they are fighting for freedom & dignity. Since 2014, they've been fighting a war on two fronts: against Russia's genocidal killers & their own corrupt officials. Successful raids by 🇺🇦 anti-corruption fighters are not a sign of weakness...
Reasonable.
A top Republican in Indiana, whose daughter has Down Syndrome, just announced he will be voting to block Trump’s gerrymandering after Trump used the R-word to insult people yesterday.
November 28, 2025 at 11:23 PM
Reasonable.
Reposted by Graham Sinclair
Offering the survivors of a missile strike no quarter and then ordering a second strike to finish them off puts Hegseth in deep, deep water. He gave an illegal order. This is either murder or a war crime. It doesn't matter what your title is, Secretary of Defense, or Fox Talk Show Host. It's murder.
November 28, 2025 at 9:04 PM
Offering the survivors of a missile strike no quarter and then ordering a second strike to finish them off puts Hegseth in deep, deep water. He gave an illegal order. This is either murder or a war crime. It doesn't matter what your title is, Secretary of Defense, or Fox Talk Show Host. It's murder.