Quarterly results are going to start trickling in fairly soon, with Pepsi, Delta and Levi reporting yesterday to start us thinking about the health of the global consumer…. and then the big wave of mega-banks will report next week, along with some other sentiment leaders like ASML, Taiwan Semiconductor, a few insurance industry players (like Travelers and Marsh & McLennan), and Johnson & Johnson. Domino’s (DPZ) is the only Real Money Portfolio company that’s likely to report next week, but the wave will b ...