It’s currently after market close as I write this and I have had the chance to review DataDog and Confluent. More importantly, inflation came in hot today and rocked the markets.
We definitely have a lot to talk about and I have a lot of thoughts around today’s events, earnings and price action.
The structure of today’s Newsletter:
Inflation and market price action, what are bonds telling us?
DataDog earnings
Confluent earnings
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