Industrials: Running Hot

I am concerned about the industrials. For a sector whose fortunes are closely tied to that of the broader market, it has been running hot as of late. But it has been doing so without fundamental support and driven by an optimistic outlook that may ultimately fall well short of expectations. As a result of this recent disconnect, the industrial sector may find itself at best lagging the broader market going forward and suffering disproportionately during any future stock market decline.

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