Michael V. Dubosky, Financial Advisor - Stifel

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Third-quarter earnings season is underway, and expectations are high. Companies in the S&P 500 are projected to deliver ...
10/15/2026

Third-quarter earnings season is underway, and expectations are high. Companies in the S&P 500 are projected to deliver nearly 30% earnings growth, with analysts raising estimates during the quarter rather than lowering them. In this week's |Lines, Stifel's Chief Investment Officer, Michael O'Keeffe explores what's driving the stronger earnings outlook, why growth remains concentrated in certain sectors, what company reports may reveal about consumers and artificial intelligence investment, and why some believe forward guidance may matter as much as the results themselves.

https://stifel.info/SL101526

Checked the weather? Streamed a football game on a flight? Sent a text from a remote area? There's a good chance a satel...
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/a1HWoB

10/08/2026

Space is no longer just the domain of governments and astronauts. Falling launch costs, private-sector innovation, and growing strategic investment are expanding the range of commercial opportunities beyond Earth. In this week's , Stifel's Chief Investment Officer, Michael O'Keefe, explores how competition is accelerating the development of the space economy, the industries already benefiting from space-based technologies, and why investors should pay attention to a theme that could shape economic growth for decades.

https://stifel.info/SL100826

When the Art Gallery of Ontario acquired Portrait of a Lady Holding an Orange Blossom, curator Adam Levine couldn't resi...
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/a4ja_w

10/02/2026

Artificial Intelligence is no longer a future concept. It is already changing how individuals work, how businesses operate, and how value is created across the economy. In this week's , Stifel's Chief Investment Officer, Michael O'Keefe, explores how competition and free markets accelerated the development of AI, the growing debate around regulation and misuse, and why he continues to believe AI has the potential to boost productivity and support long-term economic growth.

https://stifel.info/SL100226

Not long ago, investors were counting down to rate cuts. Now, they're debating how many more hikes the Federal Reserve h...
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/agnL3L

09/25/2026

With the 2026 midterm elections just six weeks away, investors are beginning to look beyond campaign headlines and toward the implications for markets and policy. In this week's , Stifel's Chief Investment Officer, Michael O'Keeffe discusses why divided government is likely to persist, how markets have historically behaved around midterm elections, and why the post-election policy environment may matter more than the election results themselves.

https://stifel.info/SL092526

"So we removed a dose of accommodation." – Kevin Warsh, Federal Reserve Chair, during his post-meeting press conference ...
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/asasAe

09/18/2026

After cutting rates six times across 2024 and 2025, the Federal Reserve reversed course this week with a 0.25% rate hike as higher oil prices and renewed inflation pressures complicated the path back to 2%. In this week's , our CIO Office breaks down the Fed's decision, what the latest economic projections reveal, and why higher-for-longer rates may remain a key theme for investors.

https://stifel.info/SL091826

For young workers without a college degree, the job market is the strongest it has been in years. New research shows une...
09/16/2026

For young workers without a college degree, the job market is the strongest it has been in years. New research shows unemployment among 22- to 34-year-olds without degrees is near historic lows, driven by strong demand for skilled trades workers. Turns out knowing how to fix something may be more valuable than knowing how to explain why a PowerPoint will improve ROI.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/a7xWXE

Address

126 Mathews Street, Suite 2100
Greensburg, PA
15601

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(724) 830-6557

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