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Daily Archives: July 14, 2026

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Aerial night view of a brightly lit stadium at the center of a sprawling, illuminated city grid

Q2 2026 Wealth Management Update: Winning the AI Race: Why Infrastructure Beats Talent

Wealth ManagementBy Connor DoakJuly 14, 2026

Winning the AI Race: Why Infrastructure Beats Talent (July 14, 2026). To Win Global, Build Local After watching a handful of the 2026 FIFA World Cup games, it’s apparent that no team wins a World Cup on talent alone. Even a casual observer (like me, who hasn’t watched this much soccer since the TV series…

Union Pacific and Central Pacific locomotives meet at Promontory Summit, Utah, on May 10, 1869, as workers and officials celebrate completion of the first transcontinental railroad.

Q2 2026 Small Cap Macro Letter: Laying the Tracks

Quarterly Letters, Small Cap StrategiesBy Adam PeckJuly 14, 2026

Laying the Tracks Capital, Infrastructure, and the Small Cap Opportunity Inside the AI Buildout On May 10th 1869, the Central Pacific Railroad and the Union Pacific Railroad reached Promontory Summit, UT, completing the first transcontinental railroad at a cost of roughly $109 million, more than $2.6 billion today.1 Yet within three years, the railroad’s own…

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