Shilling intentionally made the sector look bad --he plotted all his historical prices in linear scale in order to really make things look like we're in some kind of crisis. This kind of stuff is only useful for keeping the faithful in the flock; it's no good for actually proving something to anyone trying to gather facts.
In the meantime the construction sector is doing just as well as it's been for years. We're really happy with building materials companies SHW, SIM, TXI. True, precious metals were great a year ago, but I haven't seen anything seriously good in that area for quite a while now.
