I started penning this update with my recurring rant about the antics of the Trump Administration. The daily “war is over” rhetoric coming from the leader of the free world is super-annoying, especially since Iran and the U.S. remain more or less deadlocked, with the Strait of Hormuz closed and no oil flowing through it. But does this really matter anymore, at least to investors? Yes, higher oil prices are hurting consumers (see “Consumer confidence” below) and will rev

Earnings and economic data (especially inflation data) continued to improve risk sentiment. The yield curve inversion ended. Dollar better

Markets were jittery much of the week, with the rotation out of tech continuing in the US. US Treasuries were also under pressure.

This article revisits 22 high flyers of which nearly all analysts' consensus revs and EPS in most recent quarter but are off their highs.

All about Docusign (#DOCU) reporting Mar 11th and CrowdStirke (#CRWD) reporting Mar 16th, the last of the 22 high flyers.