I will be taking a short break from blogging as I will be busy accommodating visiting partners and clients which mostly means lots of meetings, plenty of coffee or tea, and pretending my calendar is under control.
While the financial press still chases clicks, we stay focused on what truly matters. These meetings come at an interesting time. Well, macro risks are easing but not erased. Markets seem to be choosing cautious optimism and so are we (with a healthy dose of realism packed in).
Do not worry, I’m not abandoning ship. I will get back to my regular blogging next week as I’m back and plugged in. Apologies for any hiccups this might cause, and thank you for your patience.