Market Minutes, March 2026
Oil prices are rising again as geopolitical tensions escalate in the Middle East. But why are markets staying surprisingly calm? In this Market Minutes update, we break down the potential impact on inflation, interest rates, and global markets.
Market Minutes, May 2026
Global conflict, closed shipping lanes, rising energy costs…and yet stock markets surged in April. What gives?In this month’s Market Minutes, Craig Ellis breaks down what’s actually driving markets right now — and why the disconnect between headlines and returns may not last.
Market Minutes, June 2026
The Strait of Hormuz has been closed for over three months — and the ripple effects are hitting closer to home than you think. In June Market Minutes, we break down how the Middle East conflict is reshaping energy markets.
Market Minutes, February 2026
Markets started 2026 strong — but cracks are beginning to show. From AI infrastructure spending and tech volatility to shifting sector leadership and central bank uncertainty, investors are navigating a rapidly changing landscape.
Quarterly Insights, First Quarter 2026
In this Q1 2026 quarterly update, Bellwether Chairman Bob Sewell and CIO Craig Ellis have a candid conversation on what’s really happening behind the Iran War headlines — and how our portfolios are positioned through the uncertainty.
Market Minutes, May 2025
In this market update, we unpack one of the strongest Mays in market history, explore the impact of U.S. trade tensions under President Trump, and explain why short sellers and the “TACO trade” contributed to the recent rally.
Market Minutes, December 2025
November looked calm on the surface—but major tech stocks told a very different story. In this month’s market update, we break down the volatility inside the Magnificent Seven, why the Nasdaq dropped nearly 8%, and whether today’s AI boom resembles the dot-com bubble or if the fundamentals make this time different.