July 15, 2026 • Addison Wiggin
Further confessions of (another) newsletter man…
July 15, 2026 • Addison Wiggin
Market rotation has been fueled by hopes for lower borrowing costs, a resilient domestic economy… and easing inflation.
July 14, 2026 • Addison Wiggin
A disciplined insurer with strong reserves, conservative investments and sober risk management can become a quiet compounder in any market…
July 13, 2026 • Addison Wiggin
The AI boom rages on. But the second half of 2026 could reveal whether this is a technological revolution or the start of a costly reckoning.
