The Opportunity for Industrials

The S&P 500 retailing index is up 22% year to date, the home builders are up 35%. The Dow transports up 10.5% year todate. So it looks a little broader. It's not just a couple of sectors, Kenny. But look at like materials, right? And industrials, they were, materials were negative a week and a half ago on the year. Now they've all turned right.