Healthy Rotation But Weakening Economics

March 02, 2026

With the events that have unfolded over the weekend with the United States and Israel attacking Iran, we are reminded that things can change fast. However, as of the time of this video, so far, the stock market does not appear to be overly concerned about these latest Middle East developments.

That said, as you'll see in this month's video update, we like what we see two months into the New Year. Yes, February was a volatile month, but overall, we are seeing the rotation underneath the surface that we need to see.

However, we do have some economic concerns.



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