It’s the first day of summer and your editor is slipping out the back door for a week-long vacation. France, to be precise, starting with a few days in Paris and then down to Montpellier, on the coast near Spain. Given the scenic and gastronomic distractions (not to mention the wine), it’s best to assume that blogging will be light to non-existent (with an emphasis on the latter) for the week ahead. I’ll be back with the usual fare, starting Monday, July 1, kicking off my (hopefully) triumphant return with an update to the monthly profile of the major asset classes. Meanwhile, until further notice, it’s summertime and the livin’ is easy…