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Good Morning everybody and Welcome to 2021. Today we look at what we missed, what themes are currently driving the market and what themes we can expect for 2021. The summary includes - Expecting a bull market to continue until it doesn't, sticking with resources until the iron ore price tops out, looking to get back into the energy sector which still has a long way to recover, looking to buy back into travel and tourism and other recovery sectors assuming an efficient vaccine roll out, holding banks for income, looking to buy healthcare if the A$ tops out, looking to buy gold if the market goes to hell in a basket and stock picking technology which is topping out at the moment and still in La La Land when it comes to valuation. AS usual, plenty of positives and negatives, for now the positives have it.