The industrials have been garnering plenty of attention, and with good reason as economic prospects brighten. The XLI over the last one month period, as seen on the chart below, is the best behaving major S&P sector performer out of 11. Putting aside the crazy action in the airlines, as the JETS fund has doubled from 11 to 22 in just 4 weeks recently, (nearly precise double bottom of 11.25 and 11.27 the weeks ending 3/20 and 5/15) other areas of the group have been trading somewhat more rationally. The rails have been acting well, CSX is probably my favorite as it hovers near the round 70 number which was a bullish ascending triangle breakout area (interesting how the rail plays in our neighbor to the north are flashing slightly better YTD returns with CP and CNI leading the way). But truckers and logistic plays are working, waste names, heavy construction stocks are all showing green shoots too. I think the move in the space still has legs as the XLI is still trading below its 200 day SMA. Demand stocks you are interested in however are ABOVE that line. Your capital deserves leadership material.