Published on February 26, 2026

Weekly Strategy Perspectives - What Could Go Right? Reunderwriting the Bull Case

Week Ending 02-27-2026. Markets opened the week on shaky footing as tariff concerns and fears of AI-driven job disruption fueled anxiety, but while volatility can shorten investor time horizons, it is not risk in itself and—when fundamentals remain sound—can create meaningful opportunities to reposition, realign, and rebalance portfolios.

Written by Carol Schleif, CFA, SASB-FSA

"The stock market is a device to transfer money from the impatient to the patient"

- Warren Buffet

The Through Line: Markets started the week on a shaky note with tariffs and a potential AI/jobs apocalypse dominating the story line. When the door to the worry closet opens, timelines shorten and investors find it hard to focus on long-term strengths. Volatility in and of itself is not risk. In fact, dramatic fluctuations can present important opportunities to reposition, align and rebalance – provided the underlying fundamentals remain intact.

Click to read: Weekly Strategy Perspectives - What Could Go Right? Reunderwriting the Bull Case