Aug. 20 at 7:38 AM
$KR $RJF $TWLO $NTRS $DXCM Kroger benefits from grocery demand and margins, Raymond James benefits from wealth-management activity, Twilio benefits from cloud communications demand, Northern Trust benefits from asset servicing and wealth management, and DexCom benefits from continuous-glucose-monitor adoption. I'm watching grocery margins, market activity, customer growth, asset flows, and healthcare adoption.