We talk about an underlying resilience in the market. Maybe we really are over the worst and maybe we're being a bit too cautious. There is no technical reason to buy anything yet but maybe we're not on the brink of a new economic collapse either. We also talk about the fact that in a couple of months we are all going to be back in the office and stuffed into a crowded cinema watching Top Gun 2 and if we don't recognise that now we'll miss the lows on some of the most damaged stocks and sectors. We also talk about the risk in the Bank sector results season next week being on the upside.