Market's Rotation A Lot Like March, 2000, With One Major Difference
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Brian Gilmartin, CFA11.18K FollowersFollow5ShareSavePlay(9min)CommentsSummaryNext Monday, the 9th of March, 2026, will be the 18th anniversary of this secular bull stock market, which began on March 9th, 2009.International equity’s broad outperformance (which really started in ’25) is doing well again this year, as are emerging markets, and there is probably more left in the move if you look at the weaker dollar again in ’26.With the Iran air strike this weekend, the “trade” today acted well after the open, with the Nasdaq and S&P 500 closing positive after a -1.5% down open for the major indices. Maximusnd/iStock via Getty Images Next Monday, the 9th of March, 2026, will be the 18th anniversary of this secular bull stock market, which began on March 9th, 2009. The recent rotation that started in 2026 has seen – as of lastThis article was written byBrian Gilmartin, CFA11.18K FollowersFollowBrian Gilmartin, is a portfolio manager at Trinity Asset Management, a firm he founded in May, 1995, catering to individual investors and institutions that werent getting the attention and service deserved, from larger firms. Brian started in the business as a fixed-income / credit analyst, with a Chicago broker-dealer, and then worked at Stein Roe & Farnham in Chicago, from 1992 - 1995, before striking out on his own and managing equity and balanced accounts for clients. Brian has a BSBA (Finance) from Xavier University, Cincinnati, Ohio, (1982) and an MBA (Finance) from Loyola University, Chicago, January, 1985. The CFA was awarded in 1994. Brian has been fortunate enough to write for the TheStreet.com from 2000 to 2012, and then the WallStreet AllStars from August 2011, to Spring, 2012. Brian also wrote for Minyanville.com, and has been quoted in numerous publications including the Wall Street Journal.