Aug. 20 at 7:35 AM
$SRE $AME $DVN $AU $MT Sempra benefits from regulated utilities and LNG infrastructure, AMETEK benefits from industrial automation and instrumentation, Devon Energy remains leveraged to oil and gas prices, AngloGold Ashanti benefits from gold prices, and ArcelorMittal remains tied to global steel demand. I'm watching energy prices, industrial orders, gold prices, and steel margins.