Aug. 20 at 7:37 AM
$EC $IRM $SHG $ALC $VMC Ecopetrol remains leveraged to energy prices, Iron Mountain benefits from data-storage and information-management demand, Shinhan remains tied to Korean financial conditions, Alcon benefits from ophthalmic-care demand, and Vulcan Materials benefits from infrastructure and construction activity. I'm watching oil prices, data-center demand, credit conditions, medical-device growth, and infrastructure spending.