Kevin Monton, Senior Vice President/Investments - Stifel

Kevin Monton, Senior Vice President/Investments - Stifel Kevin Monton, AIF®, APMA®

After hours by appointment only.
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and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my

own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. residents only and are subject to the following terms: www.stifel.com/disclosures.

06/05/2026

Inflation has eased from its post-pandemic highs, but it remains stubbornly above the Fed's 2% target. In this week's , our CIO Office examines why inflation is harder to read, complicating the Fed's policy path, and keeping investors focused on the risk of higher-for-longer rates.

https://stifel.info/SL060526

For a while, the artificial intelligence trade seemed to belong to the "Magnificent Seven" – Alphabet, Amazon, Apple, Me...
06/03/2026

For a while, the artificial intelligence trade seemed to belong to the "Magnificent Seven" – Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla. But lately, the rally has started moving down the semiconductor food chain.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/a-91_-

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/ajXYve

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/aLUjsV

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/azaITd

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/awL0LH

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/aGFy-N

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