Aug. 20 at 7:33 AM
$SU $APO $CVNA $EOG $FDX Suncor remains leveraged to Canadian energy markets, Apollo benefits from alternative-asset deployment and fundraising, Carvana benefits from used-car demand and unit economics, EOG benefits from oil and gas prices, and FedEx benefits from package volumes and logistics pricing. I'm watching energy prices, fundraising, vehicle sales, production, and shipping volumes.