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We are beginning to get a touch twitchy about the market but are not overly concerned. Today we talk about DEFCON levels for our daily "Cash versus Equities" debate. At the moment we are on DEFCON Zero - normal bull market conditions but this "Marked up sold down" trend in the last few days is not a healthy sign and has our "capital protection" senses tingling...a touch. We talk about two sectors having a good time at the moment - Travel and Mining Services.