Good morning, my dears. Today is another heatwave day here in Colmar. Europe has seen a lot of fires these past months, and it feels like one giant fire stretching from Bordeaux all the way to Spain. Yesterday it was 36 degrees, but somehow it felt even hotter than that. Last night I sat down and looked through the global markets and the turn the economy has taken. I was trying to figure out what the lessons for you should be, and how I could guide you better. The truth is, e