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Explore case studies, research papers, short educational videos, and other valuable resources for quick overviews and in-depth learning about thickness.

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Current Events

Articles about current events we think are important to note

We carefully monitor carbon emissions associated with powering the cloud, especially as "electrification of everything" and artificial intelligence accelerate. The emissions of many cloud companies are growing despite their public pledges to reduce them. We seek to invest in those cloud companies that are Thick regarding preserving atmosphere, energy and water.

July 2, 2024

Google’s Emissions Shot Up 48% Over Five Years Due to AI

A new report shows that the artificial intelligence boom will test Silicon Valley’s climate commitments.

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We were stunned when John Nelson reported on this flooding disaster in Brazil, which he learned of at an academic conference. As we evaluate this further, we realize many other geographies are at risk for similar events – including the midwestern United States. This helps inform our investment research as we seek municipalities whose infrastructure is resiliently thick.

May 7, 2024

Brazil floods: Hundreds of Rio Grande do Sul towns under water

Heavy rains which caused widespread flooding in the southern Brazilian state of Rio Grande do Sul have left hundreds of towns under water.

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(External)

July 31, 2024

The Revelation from EIA Source Data for Energy Demand

The heat that we’ve experienced this summer, and the energy that our grid consumed, reminds us of the importance of having reliable sources of energy as we electrify during the energy transition. It also reminds us of the importance of natural gas as a source to this system.

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Case Studies

Research Papers

In-depth reading on relevant topics

Nuclear Energy Thickness

Research Paper

This paper evaluates nuclear energy’s viability, detailing reactor operations, accident risks, historical incidents, and safety improvements, while comparing nuclear to other energy sources.

Videos

Thick Sustainable Infrastructure Finance

Thickness Minute

Net Zero Investments by Fossil Fuel Companies

Interview of Patrick to discuss comparison of Net Zero investments by fossil fuel companies.

Interview

Why Bonds?

Bill Fitzgerald CFA, discusses why bonds, and particularly bonds financing Thick Sustainable Infrastructure projects, are a smart option for investors. Modern Portfolio Theory, Recency Bias, bond performance during crises, and the unique attributes of Thick Sustainable Infrastructure Bonds are sited and explained to demonstrate that the answer to "Why Bonds?" is simply, Why Not?

Special Episode

The Realities of Fertilizers

A Discussion on The Realities of Fertilizers — Preserving Habitat While Feeding Billions. Sarah Vonck and Ankit Dahiya, members of the FAM research team, discuss the challenges we face.

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