Lots in the Strategy Podcast today - we look at the Technology sector in a section called ITS TECHNOLOGY STUPID - of course the US market is holding up - 27% of the S&P 500 index is in five stocks all of which are well up this year despite COVID-19, are all potentially beneficiaries of lock downs and screen watching and are all on PEs that require them to make a lot more money next year and in the years after than they are making now. Our technology sector is frothing on the BNPL theme and is being traded as a bloc by the herd. Its a wonderful thing, but don't fall in love, sentiment is not your friend, the trend is your friend until it ends. Watch the trend. For now, OK. Lots of other interesting tables and charts in the Strategy section today including a summary of Ben's weekly SECTOR CHARTS, some safe sectors with results and dividends coming up and a look at the recovery sectors which are setting up for another rally at some point.