Manufacturing and finance are the two industries that will lead the market during the second half of 2015.

That at least is the collective judgment of the select few advisers I monitor who have the best records over both the long-term as well as the last year. They’re worth paying attention to, in other words, since they have not only proven themselves over a long-enough period as to make it unlikely that their good performance is due to luck alone, but they also are playing a hot hand currently.