Aug. 24 at 10:04 AM
$MA $PG $NEM $BNTX $GFS Mastercard benefits from global payment volumes, Procter & Gamble benefits from resilient consumer-staples demand, Newmont benefits from gold prices, BioNTech advances oncology and vaccine programs, and GlobalFoundries benefits from semiconductor foundry demand. I'm watching transaction growth, consumer spending, gold prices, clinical catalysts, and foundry utilization.