Thunderstorm Capital Chairman and Bloomberg columnist John Dorfman says the market and economy should continue to trend upward at least into next year. Dorfman says he’s emphasizing industrial cyclicals, materials stocks, and energy stocks in his portfolios, and is cutting back on utilities and healthcare stocks, two areas he had focused on during the downturn. He also offers some interesting thoughts on where tech stocks might be headed, and gives a couple stock picks.

[youtube=http://www.youtube.com/watch?v=nUb-pVUEvwk&hl=en&fs=1&]