Commentary

Select Dividend Q3 2026 Investor Letter

by Adam Steffanus, CFA on October 06, 2026

P(Doom) On Your Bingo Card? We've sat in these seats for almost 20 years and are always amazed by the financial discourse bouncing from one topic to another. In the last 12 months, we've ping ponged between AI bubbles, stagflation, panic wars and now the end of humanity from rogue AI. …

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