Market Update-Turning Bullish
Bloomberg News March 12, 2026
What’s Happening in the Market — And What It Means for YOUR Money
By Roger V. Coleman | CEO, Coleman Group Partners
📉 We called in back on January 8th, The Market Dropped
If you checked your 401(k) or brokerage account this week, you probably felt a little sick. The S&P 500, the basket of 500 big American companies, fell to 6,672.
That’s down about 1.5% in a single day, and it’s been sliding for three weeks straight. Oil prices hit $100 a barrel (that’s expensive, and it affects everything from gas at the pump to airline tickets). The Dow Jones, another market scoreboard, dropped 739 points in one day. In short: the market is scared right now, and scared markets go down.
Why We’re Bullish Again — March 12, 2026
By Roger V. Coleman | CEO, Coleman Group Partners
The market is scared. That’s exactly why we’re buying.
On March 12, 2026, the S&P 500 closed at 6,672, down 1.5% in a single session, its third straight losing week, and a fresh year-to-date low. Oil cracked $100 a barrel as the Strait of Hormuz crisis rattled energy markets, gas prices surged 17% since the Iran conflict began, and the Dow shed 739 points in one brutal day. Reuters Fear is loud right now, and loud fear is historically one of the most reliable buy signals there is. Here’s the thing seasoned investors know that panic-sellers forget market volatility driven by geopolitical shock is not the same as a breakdown in economic fundamentals. U.S. Bank America’s corporate earnings engine hasn’t stalled, it’s still firing. Goldman Sachs projects S&P 500 EPS at $309/share in 2026 and $342/share in 2027, and maintains a year-end target of 7,600, roughly 14% higher than where we sit today. Goldman Sachs Morgan Stanley goes even further, with a 12-month target of 7,800. Every major Wall Street firm entered 2026 with a bullish thesis, and none of them have abandoned it. Bloomberg The fundamentals haven’t changed. The price has. That’s called opportunity.
We put up the shields in January. Now we sharpen the sword.
We went defensive early, and that hedge did its job, protecting capital while others absorbed the full weight of the drawdown. But defense is never the destination; it’s the runway. With maximum fear priced into the market, tail-risk protection still in place, and earnings growth projections pointing firmly upward, this is the disciplined investor’s moment to lean forward, carefully, selectively, and with conviction. We are not abandoning caution overnight. We are strategically rotating back into quality equities, companies with strong balance sheets, durable earnings, and pricing power that oil-shock noise cannot permanently impair. The Hormuz situation demands monitoring, yields remain sticky, and we keep one foot anchored in defense until the geopolitical fog lifts. But history doesn’t reward those who wait for the all-clear horn. It rewards those who buy when the headlines are loudest, the crowd is most frightened, and the data, underneath all that noise, still points up. That moment is right now. And at Coleman Group, we’ve never been in the business of missing it.
Important disclosure: This commentary is for informational purposes only and does not constitute investment, legal, or tax advice. Past performance is not indicative of future results.