We are reporting live this week from vacation in Seaside, Florida. And because we are on vacation and can only work when the lovely bride won’t see me, notes over the next few days will be written quickly; will likely be brief; and may…
Happy Sunday. We hope you are presently at the golf course, on the lake or at the beach and not reading this note as it is published. We are just around the corner from Q2 earnings season. While we would love to hear oodles of optimism and joy, we expect a much more subdued dialogue will unfold.