It may not be over in society but the stock market looks six months ahead. The next headlines are going to be about every economy restarting, lockdowns ending, getting back to work and before long sports, bars and restaurants getting back to business. Next you will find yourself at the airport flying to that international holiday resort for that holiday you deserve (with 23m of your closest mates) and those roving retirees are going to be rushing to book cruises at huge discounts that will not last. they say "Buy the dips". We're in the middle of one. Now all we have to do is time it. In today's strategy piece we look at timing this moment (not yet), and which stocks are the most geared to it.