Terry Blessing, Vice President/Investments - Stifel

11/03/2026

We are pleased to share the latest Weekly Economic Brief from Stifel's Chief Economist, Dr. Lindsey Piegza, Ph.D, which provides a summary of the key developments impacting the economy and financial markets.

10/30/2026

Stifel's Chief Investment Officer, Michael O'Keeffe, recently examined why the midterm elections may do little to change the broader direction in Washington. In this week's , he focuses on where the election could matter more, exploring potential impacts on trade, healthcare, financial services, defense, domestic manufacturing, and clean energy, and what those policy shifts could mean for investors.

https://stifel.info/SL103026

10/28/2026

Startups are gene-editing crops to glow or turn purple when disease or pests strike, helping farmers spot trouble and act without widespread chemical use. A mood ring for the farm. If only the basil on the windowsill were this forthcoming.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aoKO6L

10/23/2026

Stifel's Chief Investment Officer, Michael O'Keeffe, recently explored how artificial intelligence is advancing through competition and innovation, as well as the opportunities and risks created by its rapid adoption. In this week's , our CIO Office shifts focus to the capital that is financing AI's growth. Stifel's Chief Investment Officer, Michael O'Keeffe, examines how companies are funding data center and computing infrastructure, who is providing that capital, and why understanding financing structures is just as important as understanding AI's long-term potential when evaluating investment opportunities.

Read the full report here: https://livesocial.seismic.com/ay-NFm

10/22/2026

Grand Opening, a bakery by pastry chef Melissa Chou, has quickly become a favorite in West Oakland. Known for her unique Asian-inspired treats, Chou's creations have caught the attention of the New York Times multiple times. The bakery offers a mix of sensational pastries and whole cakes, perfect for sharing or celebrating. Pre-ordering is available to make visits easier, allowing dessert lovers to savor these delightful offerings without the wait.

sf.eater.com/

10/21/2026

Finally, a price drop worth raising a glass to. California w**eries are selling surplus premium w**e to retailers that put it under their own labels. One buyer says w**e that would normally cost $45-$85 can sell for around $9.99. Bad news for the vineyard; considerably better news for the dinner party.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aoj6IW

10/20/2026

This month, Stifel's Chief Investment Officer, Michael O'Keefe looks beyond the midterm elections to artificial intelligence's continuing influence on the economy and markets. Our CIO Office revisits capabilities, adoption, and investment spending, along with the questions surrounding financing, power, productivity, and profits.

Read the full report here: https://stifel.info/ISB102026

youtube.com

10/20/2026

Northern California's w**e scene goes beyond just tourism. It fuels the economy and maintains the area's charm. The Perfect Pairings initiative aims to connect visitors with local producers through food and w**e experiences. Rustic Bakery continues this tradition by offering recipes and hosting tasting events, allowing everyone to explore the region's rich culinary landscape. A thoughtful read for those curious about local flavors!

Conde Nast Traveller