Were still in rarefied air at these levels with the market well above where it was right after the election, and yet i keep hearing about the day of reckoning thats coming. Im not sure about that day. However, i have to tell you when i look at whats happening with individual companies, not the overall market, i see a game plan next week that most likely will face its roughest test even as i doubt it will produce enough grift for the bears to get the kind of selloff theyre praying for. What makes me so concerned about next week . Retail. Next week the retailers report, and i think well blanche when we see these numbers, especially given their stocks have had a bit of a run going into these quarters. Lets start with two retailers we hear from on Tuesday Morning, home depot and macys. Their stocks have been on different trajectories. Home depot is ameteoroloong the retailers in the world but this stock has had a pattern. It runs hard into the quarter. Then it reports fabulous results and
Question that we are on opposite sides is a little bit wrong. The government and techies believe that encryption is one of these 21st century marbles. Its one of these things that gives a defender and asymmetric ability to be better than an attacker. Thats great. Its something that even the folks who have spoken out about , the important foundational Building Blocks for what we do every day online. The Law Enforcement community has had many challenges with encryption, and as a government, our stance is that we dont take legislation is appropriate, but the issue of what are we doing to go after the bad guys, to make sure that we can still protect the country, thats something where there is no disagreement. Thats something we all think is a good idea. I think thats how i would, the problem, as opposed to megan one of the things that is is going onork that with integrating the community. The Defense Department had put in Silicon Valley has a lot of National Security and military leadershi
The business and our employees. Theyre the reason why we wake up in the morning. Then we have this gravy over here which is our variable Customer Base. Gravy. Lucrative you must wants to get a few more of these big whales on your board. Lets separate whales from gravy metaphors. Customerswe want big and happy customers and customers who have a lot of predictability to how they do business with us. We dont go out of our way to who aree customers going to be large and unpredictable. That is the distinction that we make between the variable customers, wherein their usage of us essentially can vacillate pretty big, pretty large. At customers for whom we have a very large case i consistently grows in my to put business. We focus more on the latter. You did release the enterprise plan earlier this month. You get her does you are going after the bigger enterprises, which is different from your regular model of selling directly to developers. I dont think it is. What we are already seeing in o
The business and our employees. Theyre the reason why we wake up in the morning. Then we have this gravy over here which is our variable Customer Base. Gravy. Lucrative you must wants to get a few more of these big whales on your board. Lets separate whales from gravy metaphors. Customerswe want big and happy customers and customers who have a lot of predictability to how they do business with us. We dont go out of our way to who aree customers going to be large and unpredictable. That is the distinction that we make between the variable customers, wherein their usage of us essentially can vacillate pretty big, pretty large. At customers for whom we have a very large case i consistently grows in my to put business. We focus more on the latter. You did release the enterprise plan earlier this month. You get her does you are going after the bigger enterprises, which is different from your regular model of selling directly to developers. I dont think it is. What we are already seeing in o
Question that we are on opposite sides is a little bit wrong. The government and techies believe that encryption is one of these 21st century marbles. Its one of these things that gives a defender and asymmetric ability to be better than an attacker. Thats great. Its something that even the folks who have spoken out about , the important foundational Building Blocks for what we do every day online. The Law Enforcement community has had many challenges with encryption, and as a government, our stance is that we dont take legislation is appropriate, but the issue of what are we doing to go after the bad guys, to make sure that we can still protect the country, thats something where there is no disagreement. Thats something we all think is a good idea. I think thats how i would, the problem, as opposed to megan one of the things that is is going onork that with integrating the community. The Defense Department had put in Silicon Valley has a lot of National Security and military leadershi