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brian4567
- Feb 6
- 1 min
Disciplina 4Q23 Letter
Our thoughts on the Fed, elections and impact on markets in 2024
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brian4567
- Nov 2, 2023
- 1 min
Disciplina 3Q23 Investor Letter
The demise of U.S. consumer has been greatly exaggerated. We look at drivers of consumer spending and a resilient economy.
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brian4567
- Aug 11, 2023
- 1 min
Disciplina 2Q23 Investor Letter
Returns in the first half of 2023 have been impressive, but the inflation battle is till not over.
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