Lump it

The US market indexes are under pressure, yet all Friday night long on sycom trading, Goldman Sachs is standing tall and firm buying big the Aussie SPI futures index, not budging at all. Now we get a clearer glimpse why the Aus ASX200 Index is setting record new highs daily while the Dow stays stuck in a rut. Total disconnect to the US markets?
Maybe not. For the last 3 months, whatdya reckon was the top perfoming Dow sector index?: tech, financials, oil, big pharma, health care, tellecoms?
Nope. Nothing I ever saw mentioned on CNBC.
Think low tech, think black. Think China. "How many more must die in perilous mines?" http://www2.chinadaily.com.cn/english/doc/2005-08/11/content_468067.htm
http://guambatstew.blogspot.com/2005/08/bulls-in-china-shop.html

Think coal: http://www.marketwatch.com/tools/industry/default.asp?siteid=mktw&dist=dropmenu