Q3 Equity Outlook: AI: A Paradigm Shift

Published on July 21, 2026

AI is changing the investment landscape, but fundamentals still matter, and we remain focused on quality companies with growing free cash flow.

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America Is the Only Major Market Without Publicly Traded Airports

July 21, 2026
Whenever I speak at investment conferences, I like to point out that we invest in a number of publicly traded airports. I even list them: Spain’s Aena. Aeroports de Paris. Zurich Airport. Airports of Thailand. Two of the world’s largest operators, Grupo Aeroportuario del Sureste and Grupo Aeroportuario del Pacifico, trade in Mexico.

A Stellar Start: Big Banks Defy Credit Fears to Kick Off Q2 Earnings

July 21, 2026
The second-quarter earnings season kicked off last week with a resounding statement from Wall Street, led by stellar results across the nation's six largest banking institutions.