We are making some significant portfolio changes today - large falls in European markets on the back of a significant second wave has dented global economic recovery hopes and we have reacted. Volatility has picked up, and the markets are in downtrend. We have cleaned out and cleaned up our portfolios and raised cash for another day. You can see the changes we have made in the Strategy section of Marcus Today today. On top of that we note some interesting Director Buying and make our usual "Technical Observations" with a couple of interesting technology stocks now oversold and turning.