Expect the unexpected. Just when it seemed that the news from the financial sector could not get any worse as it became clear that a substantial portion of banks earnings over the past 2 quarters were imaginary derivative of creative accounting practices, finnies rallied and in my mind contributed to a technical short squeeze in industries you would not believe:
Residential construction: $TOL $LEN $BZH $SPF $DHI $MDC
Industrial equipment: $GWW $SWK $STRL
General building materials: $USG $AWI $GFF $NX