March came in like a lion and out like a lamb as the market seems to have finally rerated itself in acclimation to the new macroeconomic environment, including increasing interest rates, higher oil prices, high inflation, geopolitical conflicts and the unwinding of the pandemic trade. Learn more in this week’s Weekly, including comments on high-dividend utilities stocks and the now dramatically lower prices (but continuing high growth trajectories) of select top growth stocks, including Shopify (SHOP) and Snowflake (SNOW).