Summer May be over But the Heat is Still on in Europe

"No man needs a vacation so much as the person who has just had one." - Elbert Hubbard I hope you have all had a safe and enjoyable summer break. You may be wondering where I disappeared for the past few months. Part of my time away was spent on vacation in Spain and in Singapore. The rest of my time has been spent scrambling to follow what is going on in this painfully volatile market. It has been hard to form cohesive thoughts that feel relevant beyond a few days of market developments. I know I feel like I need another vacation already.