Mary Heltzel, Senior Vice President/Investments - Stifel

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/azIhKq

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/aQfVuE

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

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10/14/2026

Checked the weather? Streamed a football game on a flight? Sent a text from a remote area? There's a good chance a satellite played a role. When people think about the space economy, they often picture astronauts, moon missions, and sci-fi-worthy technology. The reality is much more Earth-focused. Satellites already help power communications, navigation, weather forecasting, agriculture, transportation, and national security.

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

10/09/2026

The third quarter brought continued economic growth and gains in U.S. equities, even as renewed conflict in the Middle East pushed energy prices higher and persistent inflation prompted the Federal Reserve to raise rates. In this edition of Quarterly Market Perspectives, we examine how these developments are shaping our year-end outlook and what they could mean for investor positioning.

Read the full piece here: https://livesocial.seismic.com/aMzcwG

10/07/2026

When the Art Gallery of Ontario acquired Portrait of a Lady Holding an Orange Blossom, curator Adam Levine couldn't resist a good mystery. Six years of archival digging, conservation work, crowdsourcing, and even a podcast later, the museum finally identified both the subject and the artist. Apparently, art history is just a very slow episode of CSI.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aduy0K

10/01/2026

The S&P 500 was little changed in September, leaving year-to-date gains near 12%. Performance was narrow, with artificial intelligence-driven technology and semiconductor stocks leading the market, while rate-sensitive sectors, smaller companies, and large value stocks lagged.

Read the full piece: https://livesocial.seismic.com/aj2WsI

09/30/2026

Not long ago, investors were counting down to rate cuts. Now, they're debating how many more hikes the Federal Reserve has left in the tank. Fed officials reiterated that inflation remains public enemy number one. Fed Chair Kevin Warsh said inflation has been "too high for too long."

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

09/23/2026

"So we removed a dose of accommodation." – Kevin Warsh, Federal Reserve Chair, during his post-meeting press conference following the Federal Open Market Committee's decision to raise rates a quarter point to 3.75%-4.00%.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/au3NuH

09/21/2026

In this month's Investment Strategy Brief, our CIO Office unpacks numerous crosscurrents in the current environment, including Iran/oil prices, inflation/Federal Reserve policy, fiscal trajectory/elevated rates, and artificial intelligence infrastructure/deployment.

Read the full report here: https://stifel.info/ISB092026

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