This post appeared yesterday on RealMoney. Click here for a free trial, and enjoy incisive commentary all day, every day.The drumbeat is picking up. Production decline is slowing down as we see a small rebound in rail traffic and an end to inventory builds. There is a nice housing starts number this morning, the strongest jump since 1990, which was forecasted by a small bump in the stocks of Lennar ( LEN), Toll Brothers ( TOL) and KB Homes ( KBH). Huge increase in multifamily units.