The market is rolling into the buffers at the end of a good week ahead of the long weekend. We talk today about the growing "Disconnect" commentary - the idea that the equity markets are ignoring the economic reality. As the market rallies a lot of stocks and the market are getting 'overbought' - 50 stocks in the ASX 200 are overbought. We're not going to sell because of what might happen but we did for the first time this morning talk about the possibility that we might have to start focusing less on squeezing the last dollar out of the recovery and consider taking a few profits when overbought stocks roll over the top. Noticeably, in a piece of appropriate timing the Healthcare sector (CSL) looks like its bottoming, a good place to hide if things get more turbulent. Still fully invested. I'm sure any sell-off won't be a 'big' pivot point like the two we have seen in the last 3 months, but we are vulnerable to a small one after the rally. Always on watch for the top.