It’s September and everyone’s back, meaning that it’s time to get back to it.

As if…

Welcome back and as we said, no editorial this week, although, two things:

1 – We will remind you that September is traditionally one of the biggest months in investing, so hope that you spent your summer refining your decks and making your lists, and

2 –  there was an interesting piece from Grand Central Tech that an SOS reader shared with us, which ponders a few tech macro themes, and a good time for it. More on this next week, but in the meantime, we thought we’d play it forward.

Actually, make that onward and forward.