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A record high for the S&P 500 and the NASDAQ on some promising vaccine developments and the suggestion that the markets are underestimating the speed of the economic recovery. We've had a good GDP number today and predictably supportive commentary from Philip Lowe as he delivers his semi-annual testimony to Parliament. Today we talk about why the resources sector is a fabulous Australian trading sector and we look in particular at the opportunity in the energy stocks. Lots of interesting technical observations as usual.

Henry is back and I am finally taking a week off - you will find me on the course somewhere - I'll see you back here next Thursday.