A floppy end to a great week. The ASX 200 is still firmly in uptrend having broken out in the last week. The bank sector tops out today after an 18% rise in four days but is still 40% off its pre-COVID-19 high and is the second worst performing sector after energy. If this V-shaped recovery optimism continues the sector will go higher having over-provided for bad debts and on the chance some of them reinstate deferred dividends. No change to the strategy settings today. Still overweight technology, resources, REITs, recovery plays (Travel). We'll see what Trump says tonight - whether he turns the market's attention from recovery to trade. He would have to go hard to do that. We go through all our Watchlist charts every day. A few stocks are topping out and others looking good. See the Strategy section.