Aug. 20 at 7:31 AM
$USB $CEG $MELI $PSX $DUK U.S. Bancorp benefits from banking activity, Constellation Energy benefits from power demand and nuclear generation, MercadoLibre benefits from Latin American e-commerce and fintech growth, Phillips 66 benefits from refining and midstream activity, and Duke Energy benefits from regulated power demand and infrastructure investment. I'm watching credit conditions, electricity demand, payment volumes, refining margins, and utility capex.