The market is rallying as it starts to discount a 'Blue Wave' sweep of the US election. Technology, wealth management and BNPL are hot to trot once again as the market goes risk-on. We have made some changes to the portfolios today, the main driver being to make sure we are not under-invested as certainty returns. We also highlight a collection of stocks brokers think are the Budget beneficiaries and we have a long list of charts with buy signals and highlight a couple of more interesting trading ideas. Meanwhile have a listen to our On the Couch podcast released today as Henry talks to the managers of the Ellerston Capital Australian Micro Cap Fund highlighting a couple of micro-cap stock picks.