An interesting concept today - I have called it PetBarn - the realisation that if you want a job at PetBarn you'd better take it now because if you wait for those Jobkeeper payments to run out you are going to be looking for a job at the same time as everyone else. In the same way, today we imagine what the stock market is going to look like when all this COVID paranoia goes away. You need to imagine it now and position for it now. Not when it everyone has woken up to it. If true there are a lot of interesting opportunities in front of you right now. We also talk about the "Profoundly consequential" speech expected from Jerome Powell on Thursday night (should be good) and mention a few technical buy and sell signals which are quite interesting.