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$AES 2Q15 Q&A: Orrill of Barclays asked about potential caps on rationing exposure in Brazil. Andrés answered that probability of rationing this year is very long. There drivers are one, government has done good job of running thermals and saving water. As of mid-July, the reservoir levels were at 41% which is very high.
$EXTR has been on an interesting uptrend, fundamentals kinda tricky but solid technical. Earnings 5th
Wow! $MCD scores again.
$SPY can the rally continue? La Pen almost assured to lose makes me cautious about the results, not a place to panic. If 2400 is reached I'm selling my puts and going for broke. Happy hunting.