Looking through a few hundred charts, it has been interesting to see which sectors the relative strength has been within. There are also some interesting sub niches in their own mini bull markets off the beaten path of the momo guys who live in Baidu, Chipotle, Netflix, and the like. Not sure what the mosaic this trio of companies is weaving even after I dug through the recent earnings reports... but my hunch is a lot more toys and audio equipment can be bought now that 7M American household don't bother to make their mortgage payment.
Owens Corning (OC) [strength in commercial roofing rather than residential]
Dolby Labratories (DLB)
EDIT 3:10 PM - oops, I forgot how much more we can spend on our pets when we don't have to bother with a mortgage payment. Go Petsmart (PETM)