Lots going on - yesterday saw a moment of Australian economic optimism as Philip Lowe and Josh Frydenberg both barrelled the market with optimism and stimulus. Short lived today as the Victorian cases hit 483 and it looks like we are experiencing an exponential pop in cases that could takes weeks to flatten. We are having to wear face masks at golf. I begin to empathise with that lady in Brighton! We address the technology bubble today, await APRA at midday, which might help or hurt the banks, and we discuss BHP and the flat production numbers and prediction of an iron ore price fall. I also apologise for boring you with our caution...listen to the end of the podcast to hear how we are going to change things up!