lystn

The market is doing a bit better than expected this morning recovering an early fall as the Dow Futures rally off the lows. We're still cashed up in our SMAs and happy to be cashed up against the backdrop of 'Pandemic Resurgence' headlines, particularly in the US as well as Australia. We talk about watching the weather on the radar, ready to set sail rather than sitting in a boat on the stormy seas hoping the weather improves. We talk about the Trump Train losing speed, the cynicism over money printing, and the possibility that rising case numbers may not matter. We also list some of our now stock-standard investment philosophy one liners.