by Dave Crouch A MEGA THEME FOR A CHALLENGING RECOVERY We are squarely in the Summer Doldrums, a period when it is not unusual for the market to lack much direction, chopping up and down much of the time. Earnings reports for the most recent quarter have been spectacular, with aggregate earnings averaging a 99% increase year-over-year. At the same time the Delta variant of Covid-19 is reviving fears of an economic shutdown and inflation paranoia is still permeating the airw