Through hard and thorough work we are right with the macro. Nobody that I know of was talking about a summer cool down back in the spring. We were, it is here and it’s a humdinger.
As a side note, I’ve continued to trim the report down to its essentials as it checks in this week at 29 easy to digest pages and I no longer work extra hard to alienate some people. My wife told me that is bad business. She is a smart woman.
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