A very interesting couple of days in the stock market - up 105 yesterday and despite the futures falling we are up another 67 so far today. Case numbers are peaking in Australia and suddenly the stock market picks up, the 10 year bond yield picks up and the recovery sectors including banks and travel start to rally. Meanwhile the technology and gold sectors peak. If this carries on then cash is no longer king and if we break up from this sideways channel and 'recovery' rather than technology and gold becomes the theme, then its time to get more fully invested. Early days, but the signs are there.