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A bit of a pause in the recovery trade this morning as travel, banks and energy stop to think about it and technology and specialty retail regain some poise. Virus concerned creeping in in the short term - Italy hits 1m cases. Net result the market is pretty much unchanged. Today we make a change to the ETF portfolio, publish the restructured growth and income portfolios, look at a host of interesting technical observations and highlight the interesting turn and announcement from Telstra.