Lefthander

kvantitativ approach till strategisk livsåskådning i norra hemisfären.

[Lefthander @PLestander]

@Spillepengen Har förstås Invesco aktie också :-)

[Lefthander @PLestander]

@therealpetrusko Har etf och även aktien :-)

[Lefthander @PLestander]

Intressant podd om Sverige från utländska ögon:-)https://t.co/BP11YI1HDf

[Lefthander @PLestander]

@Investeraren Och nu läser man i SVD att det är farligt att äga index och PHB på Spiltan säljer in sig som eljest :-)

[Lefthander @PLestander]

@Spiltan @SvD @SpiltanFonder Och jag som trodde monopol var bra business, det är väl nästan det för SpaceX när nu Blueorigin exploderade ?! Aningen hög värdering, för lite risk är ju heller inte bra i alla lägen.

[Lefthander @PLestander]

@Spillepengen När jag köpte Montrose 125 köpte jag även Morgan Stanley eftersom de gör ju MSCI som 125 följer :-)

[Lefthander @PLestander]

@Spillepengen Jag har hört talas om "buy the dip" provar det ibland :-)

[Lefthander @PLestander]

@Finansspanaren Fy för globalfond :-)

[Electroverse @Electroversenet]

The Guardian claims ocean warming is causing a staggering collapse in marine life, but the study it cites actually shows the opposite.

When a year is warmer, fish biomass is found to increase by as much as 24%. When years turn colder, biomass falls by around 15%.

That is the observed data.

To preserve the climate narrative, however, the authors then abandon real year-to-year results and switch to a modeled decadal trend.

The model assigns warming a negative effect and reports a decline. That decline is not observed, it is modeled.

The authors go on to admit they cannot separate temperature effects from overfishing, which is the primary, well-known driver of fish declines worldwide.

Since fishing pressure is not included, the model loads losses onto temperature by default. Even though, as per the study's own data, warmer years mean more fish.

The collapse exists only in the model.

[Lefthander @PLestander]

@Investeramera22 Kul, har en gammal Ford Transit ombyggd för gokart med sängplats för 4, vanlife light :-)

[Lefthander @PLestander]

@Investeramera22 Vad lutar det åt i husbilsväg ?

[Lefthander @PLestander]

@Spillepengen @PalleKuIing @DEriksson1337 Tackar den har jag inte :-/

[Electroverse @Electroversenet]

Since the 1980s, the Sahara has shrunk by roughly 8%. Satellite data show widespread greening, a pattern that is playing out across the planet.

Around 50% of Earth's vegetated land has become significantly greener, an area roughly three times the size of the United States.

The dominant driver is not rainfall or land use change, it is rising atmospheric CO2.

Higher CO2 lets plants photosynthesize more efficiently, they lose less water, they tolerate heat and dryness better.

The effect is strongest along desert margins, across the Sahel, the Middle East, Australia's interior and the southern edge of the Sahara.

Rising CO2 is making the deserts, and the planet as a whole, greener.

[Bjorn Lomborg @BjornLomborg]

How to manufacture a crisis:

A WHO commission wants to declare climate change a “global health emergency.”

Their big evidence? Rising heat deaths in Europe.

But once you adjust for an ageing society, the “crisis” essentially disappears.

Even more dishonestly, the report conceals that cold deaths have declined by approximately 250 times as much as heat deaths have risen.

https://t.co/8T5c9Hmesh

[Peter Clack @PeterDClack]

China's industrial output now easily exceeds the US, Japan, Germany and South Korea combined.

China’s share of global manufacturing output went from 6% in 2000 to over 30% today. Meanwhile, the US share of global output has slid to roughly 16% while Europe has steadily declined. It's a structural shift fully reflected in the latest International Energy Agency reports.

This formula is embarrassingly simple: abundant coal energy coupled with a refusal to let Western-style net-zero targets cripple China's domestic growth. China happily signs climate accords for export purposes, while treating its own steel mills and major factories as vital strategic assets.

China manufactures 80% of the world’s solar panels, 80% of all EV and grid batteries, 60% of wind turbine parts and 55% of global crude steel. China commissioned 78 GW of new coal power last year alone - essentially adding 1.5 gigawatts of new, high-efficiency coal capacity every single week.

This global power handover has happened without noise. It's not reality TV any more. It's the biggest transfer of wealth and power in human history.

[Lefthander @PLestander]

@Utdelcont1 Kul, ökade mina utdelningar mot maj 2025 med 296% p.g.a Bulkers 2020.

[Sama Hoole @SamaHoole]

A tenant farmer in the Cairngorms says land that sold for £500 an acre a few years ago now goes for £5,000. He is being moved off ground his family has worked for generations, because he cannot outbid the people buying it. The buyers are corporations, and they have no intention of farming a single acre of it.

Here is how the trick works. A company keeps emitting carbon exactly as before. Same factories, same flights, same supply chain, same product. Then it buys a Scottish hillside, plants some trees, and announces to the world that it is now carbon neutral, or, if it is feeling brave, carbon negative. The emissions never fell. It simply bought a landscape to point at.

Take BrewDog. In 2020 it bought a 9,300-acre Highland estate, propped up with public grant money, and promised a million trees and the crown of the world's first carbon negative beer business, removing twice the carbon it emitted, forever. By 2023 roughly half of the 500,000 trees it had managed to plant were dead, killed by drought, with critics noting the planting was drying out the peat and releasing carbon of its own. The advertising regulator ruled its carbon-negative claims misleading. In 2024 it quietly dropped the badge and dismissed the entire carbon credit market as a flood of cheap schemes whose benefit was "questionable, maybe even non-existent." Then it sold the estate to a firm whose actual business is selling carbon offsets.

That is the whole model in one story. Public money in. Dead trees out. A green halo worn for four years and then dropped. The farmer who used to be on that land, gone. The hillside passed to a company that exists purely to sell other people the right to keep polluting.

This is no fringe case. In one recent year, half of every estate sold in Scotland went to investment funds, corporations and charitable trusts rather than anyone who would farm it. A third of the deals for plantable land are now done off-market, in secret, precisely so the local community never gets the chance to bid.

So this is what net zero looks like on the ground. A man who produced food is priced out of his own glen. A corporation that produced emissions buys the glen, calls itself a force for good, and sells the carbon. The land stops feeding anyone. Nobody's emissions actually went down by a gram.

The food was real. The farmer was real. The carbon saving is a line in a slide deck.

And we have somehow decided the villain in all this is the man with the sheep.

[Stokdog @stokdog]

This from Greenpeace co-founder, Dr. Patrick Moore

"The amount of fossil fuels required to build the wind and solar infrastructure makes wind and solar A PARASITE on the larger economy" only to support the stupid idea that they are renewable.

Listen to his explanation 🔊