CNBC Stock Blog
- Portfolio Prep for Next Week: 'Don't Get Crazy'
- Strategists on Dubai: Avoid 'Rash Moves' Now
- Dubai Stock Market Fear Has 'Legs': Dennis Gartman
- Surprising Options Trades in TiVo Shares
- 10 Dividend Picks For Your Portfolio: Chief Investors
- 4 Thanksgiving Week Buys For Your Portfolio: Market Pros
- There's a 'Great Chance' For a Double-Dip Recession: Strategist
- Retail Earnings and Sales to Improve in Q4: Analyst
- 4 Food Stocks to Stuff in Your Portfolio: Analyst
- S&P at 1050-1200 Trading Range Next Year: Strategist
MOST SHARED
- The Good Entrepreneur Winner
- Gold Will Collapse Like Oil Did in 2008: Charts
- CNBC VIDEO: Warren Buffett & Bill Gates 'Walk & Talk' at Columbia University
- Abu Dhabi Will Aid Debt-Fraught Dubai 'Case by Case'
- Next Week: Cash In Now Or Wait For A Santa Rally?
- Halftime Report: Dubai - First Ripple Of Larger Crisis?
- U.S. Stocks Fall on Dubai Worries
- Black Friday at Best Buy
- Strategists on Dubai: Avoid 'Rash Moves' Now
- Longer Lines, Fuller Carts This Black Friday
- Dubai Stock Market Fear Has 'Legs': Dennis Gartman
- Obama's Emission Reduction Pledge Paints Future for Autos
- Is Super Bowl Halftime Act Too Old?
- Surprising Options Trades in TiVo Shares
- EA Sports Hopes to Pump Up Sales Through Pop-Up Locations
- Abu Dhabi Will Aid Debt-Fraught Dubai 'Case by Case'
- Banks With The Biggest Exposure to The UAE
- Dubai's Debt Woes Signal New Era for Creditors
- Next Week: Cash In Now Or Wait For A Santa Rally?
- Dubai Stock Selloff May Bring Buying Opportunity
- Longer Lines, Fuller Carts This Black Friday
- Big US Banks May Be Forced to Raise Capital: Bove
- Bank of America Amends Pay for Senior Executives
- Tiger Woods Out of Hospital After Accident
RSS FEED
Text Size 
CNBC News Associate
Going forward, we need to think about the reflation trade, said Art Hogan, managing director at Jeffries.
“We’re 40 percent off our lows but we’re still 40 percent down from our highs of 2007 — so we’ve traced the move at about 50 percent,” Hogan told CNBC.
“Going forth, there’s at least another 10 percent to run.”
Hogan said he expects the dollar to fall while commodities strengthen and said companies that are levered to inflation are going to continue performing well.
Recommendations:
Hogan's Picks
Materials
Energy
Early Cycle Industrials
Technology
Hogan's Pans
Financials—“I don’t think financials can lead us for the next 12 weeks,” he said.
________________________
Counterpoint:
________________________
Commercial Real Estate — It's the "one thing that can roll everything over. If we see a major lag in the economy and credit because of commercial real estate — it’s going to be the 800-pound gorilla that’s been in the room for a while. It doesn’t get much conversation and doesn’t get much sponsorship or relief from either the Treasury or the Fed."
"It could be the ticking time bomb,” Hogan said.
Disclosure:
No immediate information was available for Hogan or his firm.
______________________________
______________________________
Top Energy Companies:
Allegheny Energy [AYE
Loading...
()
]
American Electric Power [AEP
Loading...
()
]
Duke Energy [DUK
Loading...
()
]
Constellation Energy [CEG
Loading...
()
]
Progress Energy [PGN
Loading...
()
]
______________________________
Data is a real-time snapshot *Data is delayed at least 15 minutes