Michael V. Dubosky, Financial Advisor - Stifel

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After a long nap, the IPO market is finally waking up – and not quietly. Through the first quarter of 2026, 35 companies...
05/28/2026

After a long nap, the IPO market is finally waking up – and not quietly. Through the first quarter of 2026, 35 companies have gone public raising approximately $9.9 billion, according to Renaissance Capital, marking the strongest start since the 2021 surge.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/af5BHx

Geopolitical risk is becoming a more persistent force shaping markets, supply chains, inflation, and corporate strategy....
05/25/2026

Geopolitical risk is becoming a more persistent force shaping markets, supply chains, inflation, and corporate strategy. In this week's , our CIO Office discusses why investors should focus less on predicting the next event and more on building portfolios around quality, diversification, pricing power, and resilience.

Read more here: https://stifel.info/SL052226 https://livesocial.seismic.com/alLRlm

Over in Cambridge, Massachusetts, students are suffering from too much success. They've been handing out so many A's at ...
05/20/2026

Over in Cambridge, Massachusetts, students are suffering from too much success. They've been handing out so many A's at Harvard that some faculty members are now stepping in. Grades have been inflated to the point where an A has gone from "genius-level achievement" to "solid attendance record."

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aCEkhE

05/14/2026

Better steam engines increased, rather than reduced, coal use—an example of the Jevons paradox. With AI, the same dynamic may apply, potentially driving greater demand for analysis, coding, drafting, design, service, and research. Learn more in this week's from our CIO Office.

https://stifel.info/SL051426

Spirit Airlines has officially entered its final descent, grounding its yellow-bus fleet for good after decades as the k...
05/13/2026

Spirit Airlines has officially entered its final descent, grounding its yellow-bus fleet for good after decades as the king of ultra-low-cost carriers. This wasn't a sudden engine failure but a slow-motion outcome years in the making.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aSL6VF

05/08/2026

AI is transitioning from a long-term investment theme to a measurable driver of markets and the economy. Capex is surging, earnings are strengthening, and AI-related investment is showing up in GDP. Check out the latest to better understand why investors will focus on whether that spending produces durable earnings, productivity, and monetization.

https://stifel.info/SL050826

The UAE's decision to exit the cartel grabbed headlines, but the bigger story has been unfolding for years: OPEC's grip ...
05/06/2026

The UAE's decision to exit the cartel grabbed headlines, but the bigger story has been unfolding for years: OPEC's grip on global oil markets has been quietly slipping.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/auYVt_

05/01/2026

The UAE's exit from OPEC underscores a longer-term decline in the cartel's influence, as rising U.S. energy dominance and geopolitical tensions continue to reshape power dynamics in global oil markets. Learn more in this week's .

https://stifel.info/SL050126

Amid the many headlines affecting markets in recent weeks, one we've been following closely is the nomination hearing fo...
04/29/2026

Amid the many headlines affecting markets in recent weeks, one we've been following closely is the nomination hearing for Kevin Warsh as Federal Reserve Chair, which offered early insight into how he might lead the Fed.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aUgp5d

04/24/2026

Under Kevin Warsh's leadership, the Federal Reserve would likely offer less "prepackaged" forward guidance, requiring investors to interpret inflation, growth, and policy in real time. This approach could result in speedier price discovery and a sturdier market structure over time, even if it leads to a modestly higher term and risk premia in the near term. Learn more in this week's .

https://stifel.info/SL042426

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126 Mathews Street, Suite 2100
Greensburg, PA
15601

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