AI optimism is real, but markets are punishing "targeted" industries on AI headlines. Our advice: stay the course—avoid indiscriminate selling. Do the work before deciding: buy, hold, or sell with conviction. In this week's #StifelSightLines, Chief Investment Officer, Michael O'Keeffe, discusses what's behind this volatility and the investor considerations it raises from here. https://stifel.info/SL021326 | Michael Mazor, First Vice President/Investments, Branch Manager - Stifel
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A potential Kevin Warsh Fed could mean a shift from "managed predictability" to discipline through transparency—less high-frequency guidance, more true price discovery. That may raise day-to-day volatility, but strengthen long-run inflation credibility and reduce tail-risk. Learn more in this week's #StifelSightLines. https://stifel.info/SL020526 | Michael Mazor, First Vice President/Investments, Branch Manager - Stifel
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