Aug. 20 at 7:35 AM
$LHX $CBRS $DEO $BDX $STT L3Harris benefits from defense and aerospace spending, CBRS remains speculative, Diageo benefits from global beverage demand, Becton Dickinson benefits from medical-device and healthcare demand, and State Street benefits from asset servicing and investment activity. I'm watching defense contracts, liquidity, consumer volumes, procedure demand, and asset flows.