The US market takes another solid step overnight.  It seems every man and his rat has a vaccine now. Reminds me of the Lithium boom. Suddenly everyone's involved in a vaccine. Not complaining.  Not sure there is much to add this morning, the market is doing exactly what we are positioned for. The light in my office has gone from Red to Green and there is a chance that today we will break up and out of the sideways trading range. There is one strategy change today. We have decided to progressively use the capital tied up in the banks to fund more geared recovery plays if the market continues to rally. They are high street banks not investment banks which is why their US counterparts (JP Morgan, Citibank, Goldman Sachs) are enjoying the bounce whilst they are out in the cold.