Halftime Report Stocks Rally 3/31/26
8 snips
Mar 31, 2026 
Josh Brown, CEO of Ritholtz Wealth Management, shares stock picks and market takes. Stephanie Link, a portfolio manager, offers long-term sector views. Joe Terranova, market strategist, breaks down tactical and factor-based moves. They cover valuation-driven buying opportunities, AI and big tech dynamics, telecom turnarounds, momentum unwind, and final trade ideas in a fast-paced market wrap.
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Momentum Washout Reset Market Positioning
- The market was deeply oversold and momentum experienced a sharp unwind that reset positioning across sectors.
- Joe Terranova highlighted momentum's worst month in nearly four years and systematic managers moving to neutral, explaining yesterday's punitive deleveraging.
Buy Quality Stocks On Meaningful Weakness
- Do buy quality companies on meaningful weakness because many are trading at discounts to historical multiples.
- Stephanie Link noted strategists raised earnings estimates even amid war-induced volatility, creating long-term opportunities.
2026 Is Becoming An Earnings Driven Market
- 2026 is shifting from a momentum-driven to an earnings-driven market, which typically halves year-over-year returns versus momentum regimes.
- Brian Belsky emphasized being tactically convicted while remaining structurally bullish in a long secular bull market.