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Thank you very much to everyone that sponsored my Team for "The Longest Day" playing 72 holes of gold in a day yesterday for the Cancer Council and awareness of skin cancer. Much appreciated. We tee'd off at 6:18am and left the last green at 7:40pm. Marathon stuff. Sore this morning! Today in the strategy piece we talk about "Peak Optimism" and the market running out of steam. We also talk about the Bank sector and whilst the themes are good, they are now, according to the brokers, looking overvalued after a fabulous run this month.