Aug. 8 at 4:45 PM
$HOOD $BAM $MPC $NTES $MCO Robinhood continues expanding financial services and trading activity, Brookfield benefits from infrastructure and alternative assets, Marathon Petroleum remains leveraged to refining margins, NetEase benefits from gaming and digital entertainment, and Moody's benefits from credit-rating and data demand. I'm watching transaction volumes, commodity prices, and capital-market activity.