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Past The Ides Of March

Seeking Alpha
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⚡ Quantum Brief
The S&P 500 dropped over 3% in early March 2026, marking its weakest first-half performance for the month since 2020, according to Bespoke Investment Group’s analysis. Historical data suggests March gains are typically "back-end loaded," with stronger returns in the second half, offering potential optimism despite the initial decline. As of mid-March, markets showed signs of recovery, with the S&P 500 rising over 1% by Tuesday noon, indicating a shift in investor sentiment. Bespoke’s analysis highlights seasonal trends as a key factor, noting that late-March rallies have often offset early-month losses in past decades. The firm’s commentary suggests cautious optimism, framing the pullback as a potential buying opportunity aligned with historical patterns.
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Bespoke Investment Group48.48K FollowersFollow5ShareSaveCommentsSummaryThe S&P 500 fell more than 3% in the first half of March, but there's reason to be more optimistic from a seasonal perspective.March gains have historically been back-end loaded.So far this week, we've seen the bulls get back to work with the S&P up more than 1% as of noon on Tuesday. asbe/iStock via Getty Images The S&P 500 fell more than 3% in the first half of March, but there's reason to be more optimistic from a seasonal perspective. As we highlighted in a Chart of the Day at the start of theThis article was written byBespoke Investment Group48.48K FollowersFollowBespoke Investment Group provides some of the most original content and intuitive thinking on the Street. Founded by Paul Hickey and Justin Walters, formerly of Birinyi Associates and creators of the acclaimed TickerSense blog, Bespoke offers multiple products that allow anyone, from institutions to the most modest investor, to gain the data and knowledge necessary to make intelligent and profitable investment decisions. Along with running their Think B.I.G. finance blog, Bespoke provides timely investment ideas through its Bespoke Premium (https://bespokepremium.com/) subscription service and also manages money (https://bespokepremium.com/mm) for high net worth individuals. Visit: Bespoke Investment Group (https://bespokeinvest.com/)

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