There will be a a short break in this series of comments as I'm taking a holiday break for a couple of weeks. We will continue to publish our in-depth fund profiles - the latest this week is on the Ruffer Investment Company (ticker: RICA), the popular defensive multi-asset trust, and next week we will look at PRS REIT - and our weekly summaries of company announcements and movements in share prices, NAVs and discounts will continue to be posted each week.  I have also reposted last week's comments which were accidentally taken down from view. This week I add some random thoughts on where we ar...