Value proposition and defensive stocks : Growth & Momentum is out

. US has enough problem with debt, mortgages and financing in general
. Last thing they need is a job stealer, US manufacturing slow down.
. But I guess that is inevitable.
. As even the factory of the world, also slows down.
. Will fund manager go defensive ?
. Into defensive stocks.
. Basically risk off defensive posture.
. Any help on the way ?
. Ummm...maybe Obama's Infrastructure cum job growth plan
. And Value Play proposition.
. However in this climate, what is low can go lower....probably is truer.

http://seekingalpha.com/article/300092-a-slow-down-in-u-s-manufacturing-isn-t-a-good-sign-for-wall-street?ifp=0&source=email_macro_view