Aug. 20 at 7:31 AM
$CME $DASH $CMCSA $BN $CSX CME benefits from derivatives and market volatility, DoorDash benefits from delivery and local-commerce demand, Comcast remains tied to broadband and media trends, Brookfield benefits from infrastructure and alternative assets, and CSX benefits from freight activity. I'm watching trading volumes, order growth, broadband subscribers, asset deployment, and rail volumes.