March Was Terrible For Stocks And Bonds, But It May Have Created The Opportunity Of The Year

Multiplo Invest3.02K FollowersFollow5ShareSavePlay(5min)CommentsSummaryI reiterate my bullish outlook for the US stock market despite March's weak performance driven by geopolitical tensions.Market multiples have been compressed due to external shocks, but earnings remain resilient and could exceed expectations of 12% annualized growth.Historical election cycle patterns and the rebalancing of a $34 billion pension fund suggest a favorable positioning for long-term investors.My target for the S&P 500 is 7,778 by the end of 2026, based on Seeking Alpha's quantitative tools and a portfolio that outperforms SPY year-to-date. Galeanu Mihai/iStock via Getty Images Investment Thesis I reiterate my bullish view on the American stock market. This article is part of a weekly series starting in 2024 where I bring insights about investments to Seeking Alpha readers. In thisThis article was written byMultiplo Invest3.02K FollowersFollowMore than 7 years of experience in equity analysis in LatAm. We provide our clients with in-depth research and insights to help them make informed investment decisions.Analyst’s Disclosure: I/we have a beneficial long position in the shares of VOO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.