Sumer is here and the weather is beautiful in San Jose. The McCann clan has settled into a blissful summer routine. We had lots of family fun last quarter and are looking forward to a relaxing summer. As relaxing as things can be with two children under the age of three!
The markets have been relaxed lately as well. Every potential global upset has produced a “Meh, whatever…” from the stock markets as indexes repeatedly reach all time highs. Pundits, however, have no shortage of things to talk about. Is it just me, or does everything seem to have a partisan slant lately? You can get your liberal news, your conservative news or your funny liberal or funny conservative news. But you can’t just seem to get… news. Maybe I’m being nostalgic, but I just don’t remember so much of an agenda back in the Walter Cronkite, Tom Brokaw and Peter Jennings days. Which is unfortunate, because to be successful investors it is best to have a clear-eyed view of the investing landscape. Which brings me to my topic for this quarter…
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