Salient to Investors: Craig Hodges at Hodges Small Cap Fund said any slump in the market will be temporary and a buying opportunity as there is still a lot of money on the sidelines. Hodges is 10 percent in cash, and likes airlines. Greg Taylor at Aurion Capital Mgmt said
READ MORE... →Salient to Investors: Rotating into defensive industries has been a losing strategy for the third straight year as personal spending, manufacturing and inflation have exceeded analyst forecasts. The median projection says Q2 GDP grew 3.5 percent. Inflows into health-care and utility ETFs exceed $3 billion in 2014 versus $580 million inflows
READ MORE... →Salient to Investors: InvesTech Research say it has been 18 months since the S&P 500 had a 10 percent correction. Leuthold Group said only 7 of the 22 bull runs since 1900 have lasted four years; of which 5 lasted at least an additional year. The 1920s bull rose 500 percent over
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