Is It A Market Correction Or A Reallocation?

2026-03-05 16:30:00 ET

Originally published on March 1, 2026

Let’s start with two charts. We used January 1, 2025, as the start date so we could capture the effects of Trump 2.0, and we’ve tracked data through the close of day on Friday, February 28, 2026. That way we incorporate the SCOTUS tariff decision and the State of the Union speech. Hat tip to Cumberland Advisors’ Matt McAleer, president of Private Wealth, for help with ETF research....

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