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Moderna's vaccine news builds on Pfizer's vaccine news to create an all time high in the Dow Jones and the S&P 500. The headlines don't get much better for our portfolios - we are fully invested with the rotation continuing from momentum and growth to recovery stocks, cyclicals and value plays. The adults are back in charge of the White House and Australia is in a new trade pact with China. It looks like the foundations for a new bull market are being put in place and there is still a lot of upside to go in the right stocks, stocks that are slowly going to toddle back to their February highs. What a fabulous couple of weeks.