JUST IN: Stifel says Bitcoin could fall to $38,000
February 4, 2026 at 7:53 PM
JUST IN: Stifel says Bitcoin could fall to $38,000
STIFEL, awaiting details on the US/China talks, asks: are export controls still a national security tool or a new bargaining chip?
June 11, 2025 at 10:39 AM
STIFEL, awaiting details on the US/China talks, asks: are export controls still a national security tool or a new bargaining chip?
STIFEL CEO: “.. investing and gambling aren’t the same thing. One builds. The other burns. As an industry, we have a responsibility to make that distinction clear.”
@barrons.com $SF
www.barrons.com/articles/for...
@barrons.com $SF
www.barrons.com/articles/for...
October 22, 2025 at 3:29 PM
STIFEL CEO: “.. investing and gambling aren’t the same thing. One builds. The other burns. As an industry, we have a responsibility to make that distinction clear.”
@barrons.com $SF
www.barrons.com/articles/for...
@barrons.com $SF
www.barrons.com/articles/for...
Stifel pinpoints the moment Tesla’s political favorability flipped — and says Musk backing away from DOGE “could create an inflection point over the next few months.”
$TSLA
$TSLA
May 27, 2025 at 1:28 PM
Stifel pinpoints the moment Tesla’s political favorability flipped — and says Musk backing away from DOGE “could create an inflection point over the next few months.”
$TSLA
$TSLA
The audiobook of Writing in the Dark, read by David Stifel, is out today!
Available on Audible and Google Play.
Available on Audible and Google Play.
September 29, 2026 at 4:04 PM
The audiobook of Writing in the Dark, read by David Stifel, is out today!
Available on Audible and Google Play.
Available on Audible and Google Play.
STIFEL: “.. Warsh used much of the speech to emphasize inflation risks .. For equities, we would anticipate a hawkish message continuing to tighten financial conditions as investors once again embrace the ‘Don’t Fight the Fed’ playbook.”
August 28, 2026 at 3:50 PM
STIFEL: “.. Warsh used much of the speech to emphasize inflation risks .. For equities, we would anticipate a hawkish message continuing to tighten financial conditions as investors once again embrace the ‘Don’t Fight the Fed’ playbook.”
STIFEL ups #$MSFT to Buy, $575:
".. We are increasingly comfortable with the company's ability to sustain mid/upper teens revenue growth as open-weight model advancement has boosted management's
LLM agnostic strategy .. strong cash-flows should limit the company's need for outside financing."
".. We are increasingly comfortable with the company's ability to sustain mid/upper teens revenue growth as open-weight model advancement has boosted management's
LLM agnostic strategy .. strong cash-flows should limit the company's need for outside financing."
September 23, 2026 at 1:18 PM
STIFEL ups #$MSFT to Buy, $575:
".. We are increasingly comfortable with the company's ability to sustain mid/upper teens revenue growth as open-weight model advancement has boosted management's
LLM agnostic strategy .. strong cash-flows should limit the company's need for outside financing."
".. We are increasingly comfortable with the company's ability to sustain mid/upper teens revenue growth as open-weight model advancement has boosted management's
LLM agnostic strategy .. strong cash-flows should limit the company's need for outside financing."
STIFEL: “.. the case for Bitcoin is looking a bit frayed. Prior to 2025, Bitcoin rose when the dollar fell and Global M2 money supply (converted to dollars) rose .. but since 2025 the relationship has reversed.” 👀
STIFEL WARNS BITCOIN COULD DROP TO $38K Stifel says Bitcoin could fall to $38,000 based on past cycles, citing tighter Fed policy, slowing U.S. crypto regulation, shrinking liquidity, and heavy ETF outflows. Sentiment has sunk into “extreme fear,” showing waning institutional
February 4, 2026 at 6:39 PM
STIFEL: “.. the case for Bitcoin is looking a bit frayed. Prior to 2025, Bitcoin rose when the dollar fell and Global M2 money supply (converted to dollars) rose .. but since 2025 the relationship has reversed.” 👀
Tesla's stock fell 6.6% following an analyst downgrade from Stifel, which cited weak Q4 results and declining consumer interest The company also reported its first annual sales decline in a decade with 1.79 million deliveries marking a 1.1% drop Market concerns over potential tariffs
February 11, 2025 at 8:38 PM
Tesla's stock fell 6.6% following an analyst downgrade from Stifel, which cited weak Q4 results and declining consumer interest The company also reported its first annual sales decline in a decade with 1.79 million deliveries marking a 1.1% drop Market concerns over potential tariffs
This Christmas Tree on 7th Ave I go see every year. It’s a beauty. 787 Seventh Avenue, BNP Paribas and Stifel Financial Corp., New York City.
December 6, 2025 at 12:05 AM
This Christmas Tree on 7th Ave I go see every year. It’s a beauty. 787 Seventh Avenue, BNP Paribas and Stifel Financial Corp., New York City.
STIFEL: “.. As aggregate labor income (payrolls x hours x real wages) falls in 2026 (our forecast), we expect real personal consumption (~70% of GDP) to slow. Overall, our slowing core GDP outlook plus valuation risk do not support a 4th straight year of double-digit gains ..”
January 13, 2026 at 11:30 AM
STIFEL: “.. As aggregate labor income (payrolls x hours x real wages) falls in 2026 (our forecast), we expect real personal consumption (~70% of GDP) to slow. Overall, our slowing core GDP outlook plus valuation risk do not support a 4th straight year of double-digit gains ..”
STIFEL: “.. Consensus expects hyperscaler capex growth (Y/Y%) to roll over soon. We disagree. Chipmaker revenue leads hyperscaler capex by roughly one quarter .. and global semiconductor sales point to accelerating capex and upward estimate revisions into 2027.”
July 27, 2026 at 11:59 AM
STIFEL: “.. Consensus expects hyperscaler capex growth (Y/Y%) to roll over soon. We disagree. Chipmaker revenue leads hyperscaler capex by roughly one quarter .. and global semiconductor sales point to accelerating capex and upward estimate revisions into 2027.”
STIFEL, on card spending:
“.. We had noted ‘deceleration evidence” of slower spending in our prior Consumer Update (published March 4th) and we call out further deceleration since.
“.. we call out luxury, broadline, discount all inflecting more negatively ..”
“.. We had noted ‘deceleration evidence” of slower spending in our prior Consumer Update (published March 4th) and we call out further deceleration since.
“.. we call out luxury, broadline, discount all inflecting more negatively ..”
April 8, 2025 at 2:22 PM
STIFEL, on card spending:
“.. We had noted ‘deceleration evidence” of slower spending in our prior Consumer Update (published March 4th) and we call out further deceleration since.
“.. we call out luxury, broadline, discount all inflecting more negatively ..”
“.. We had noted ‘deceleration evidence” of slower spending in our prior Consumer Update (published March 4th) and we call out further deceleration since.
“.. we call out luxury, broadline, discount all inflecting more negatively ..”
Microsoft will get a boost from Azure and Copilot, Stifel says
Microsoft will get a boost from Azure and Copilot, Stifel says
The investment firm upgraded the tech giant to buy from hold.
cnb.cx
September 23, 2026 at 10:59 AM
Microsoft will get a boost from Azure and Copilot, Stifel says
About yesterday.....
February 15, 2026 at 1:21 PM
About yesterday.....
Also now available in the Klipy Bluesky gif library if you search for Pop Warner
pop warner stifel belly gut cardinals
Alt: pop warner stifel belly gut cardinals
static.klipy.com
September 15, 2026 at 2:47 AM
Also now available in the Klipy Bluesky gif library if you search for Pop Warner
...speaking of which, lights down!
August 18, 2026 at 1:42 AM
As Tesla CEO Elon Musk grows further embedded in the White House, his electric vehicle company’s public perception is weighing on the stock according to polling by investment research firm Stifel.
Elon Musk’s Shaky Public Perception Poses Tesla Sales Obstacle, Analyst Says
Stifel analysts lowered their price target for Tesla stock in response to “the negative downturn in consumers' perception of Elon Musk,” whose role with DOGE has riled some.
www.forbes.com
February 10, 2025 at 9:46 PM
As Tesla CEO Elon Musk grows further embedded in the White House, his electric vehicle company’s public perception is weighing on the stock according to polling by investment research firm Stifel.
STIFEL: “.. our initial take on equity risk is that additional downside remains to 6,350 for the S&P 500 in the next several months. .. As the economy slows in 2026 the Fed would respond, but reactive policy is significantly less bullish than proactive ..” $SPX
November 17, 2025 at 1:27 AM
STIFEL: “.. our initial take on equity risk is that additional downside remains to 6,350 for the S&P 500 in the next several months. .. As the economy slows in 2026 the Fed would respond, but reactive policy is significantly less bullish than proactive ..” $SPX
STIFEL WARNS BITCOIN COULD DROP TO $38K Stifel says Bitcoin could fall to $38,000 based on past cycles, citing tighter Fed policy, slowing U.S. crypto regulation, shrinking liquidity, and heavy ETF outflows. Sentiment has sunk into “extreme fear,” showing waning institutional
February 4, 2026 at 6:27 PM
STIFEL WARNS BITCOIN COULD DROP TO $38K Stifel says Bitcoin could fall to $38,000 based on past cycles, citing tighter Fed policy, slowing U.S. crypto regulation, shrinking liquidity, and heavy ETF outflows. Sentiment has sunk into “extreme fear,” showing waning institutional
Beautiful day in Killington for Stifel World Cup!!! #GrandSlalom #Skiing
November 30, 2024 at 5:23 PM
Beautiful day in Killington for Stifel World Cup!!! #GrandSlalom #Skiing