Zscaler Inc. (ZS)

Monday brought more record highs for the broader equity indices. As a trader, the feeling is so eerie. I'm not kidding.

The NYSE used to be the center of capitalism, but now it's where actual engineering, not financial engineering, is taking place.

While enterprise software firms are still generally reporting good top-line numbers, the group remains in multiple-compression mode -- for now.

The purpose is not to shake you out, although it can feel like that; here's what's really going on.

Plus, checking in on the yield curve, the Put/Call Ratio, political gamesmanship here and abroad, and a handful of tech names.

Does it tick the President off that it appears the Chinese would rather not give up in writing any unfair advantages in global trade that they have enjoyed for decades this close to a national election in the U.S.? Of course.

Zscaler has made a three-month pattern that can support higher prices in the near future.

Enterprise spending on IT security remains strong, and a recent CIO survey suggests this spending could help during a recession.

Trading volume in the cybersecurity company's shares was very heavy on their recent decline following a period of aggressive buying.

GDP and corporate earnings trends are not favorable and increasingly indicate slowing economies here and abroad.

A market repricing...which are the 'true' growth stocks now?

Should competitors act in a way that puts the U.S. economy at a disadvantage, then by all means the FOMC must act with a level of anger that intimidates.

While the security tech giant expects aggressive spending to weigh on its near-term profits, it's also forecasting strong revenue and billings growth through fiscal 2022.

The cybersecurity name fired off some punches at the competition and picked up another bolt-on acquisition amid earnings.

Let's dig further.

What is clear is that both earnings and revenue growth, though still quite strong, are decelerating.

Here's why Okta could accelerate, and what could derail the optimism.

Outlining Okta's earnings prospects on Wednesday is a tale of tempting TAM and troublesome valuation.

Evaluating the market and policy discussion ahead of Jackson Hole, and how I am playing Zscaler on this weakness.

Stocks to buy on this volatile global macro environment, and what needs to change to avoid a recession.

As is the case with CA, Broadcom wants to significantly cut the spending of Symantec's enterprise security unit and streamline its offerings. But the unit faces a tougher competitive environment than CA's core mainframe software business.

From Adobe to Zendesk, plenty of stocks will rise or fall regardless of what the central bank does.

From CrowdStrike to Zscaler the cybersecurity is on fire.

Estee Lauder is among the companies that are sure winners, no matter which way the economy goes.

Also, I'm not sure one needs to be in Broadcom, but if one were interested, this could be the discount that one has waited for.

A subset of tech is expensive, as well as tech IPOs, but the majority of sectors are far from overvalued.

Do we finally have too many new stocks, and are we running out of ammunition to buy them without wholesale liquidation of other stocks?

Stocks that rip higher in parabolic fashion are incredible until they are terrible.

Plus, many market players don't wait for the Federal Open Market Committee's latest announcement to jump in, and President Trump's latest Xi tweet gooses equities.

The endless rally needs fuel, and without it, you end up with what you got Tuesday, a soggy session that was hit from the cloud, Beyond Meat's chill, and big merger uncertainties.