recession-call-0803-ph We’re in the depths of summer and the business news cycle is slow. It’s a good time to step back and assess the current investment landscape. As I camp out at our Crystal Lake office — a.k.a. the cottage — here are my observations about trends being overlooked, misunderstood, or in transition. Last fall, I wrote that “finding pricing power today is like shooting fish in a barrel.” With inflation soaring, investors were focused on finding companies that could pass higher costs on to their customers while still maintaining sales volumes. Many companies were able to do that then….