Disciplina 1Q23 Investor Letter
This quarter we discuss the recent turmoil in the banking sector and its affect on the Fed and markets
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brian4567
- Feb 21
- 1 min
Disciplina Quarterly Letter 4Q22
This quarter we discuss the challenges the "60/40" model faced in 2022 and benefits of our more diversified approach.
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brian4567
- Nov 7, 2022
- 1 min
Disciplina Quarterly Letter 3Q22
This quarter we discuss how far the Fed needs to hike before it reaches its "terminal" Fed Funds rate. We also highlight the effect of...
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brian4567
- Aug 8, 2022
- 1 min
Disciplina Quarterly Letter 2Q22
We take stock of where valuations are after a "horrible, no good, very bad" first half in the financial markets.
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brian4567
- Apr 15, 2022
- 1 min
Disciplina Quarterly Letter 1Q22
This quarter we discuss our concerns about the impact of pandemic related monetary and fiscal stimulus on inflation
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brian4567
- Feb 1, 2022
- 1 min
Disciplina 4Q21 Investor Letter
This quarter, we share our thoughts on inflation, the Federal Reserve’s exit strategy and key factors we believe will drive markets in...
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brian4567
- Oct 15, 2021
- 1 min
Disciplina Investor Letter 3Q21
This quarter we discuss post pandemic labor market trends and the implications for inflation and fixed income assets.
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brian4567
- Jul 29, 2021
- 1 min
Disciplina 2Q21 Quarterly Letter
This quarter we discuss the challenges on managing long term portfolios in a low rate environment and the challenges from increasing...
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brian4567
- May 4, 2021
- 1 min
Disciplina 1Q21 Quarterly Letter
We discuss the evolving inflation situation and what it means for long term portfolios
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Sunjin Kim
- Jan 28, 2021
- 1 min
December 2020 Quarterly Letter
This quarter we discuss the financial markets' incredible resiliency and look ahead to 2021. The seeds have been planted for a robust...
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Brant Smith
- Dec 3, 2020
- 1 min
September 2020 Quarterly Letter
We review the implications of a low interest rate environment and presidential elections. Also, how are 60/40 portfolios doing?...
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Sunjin Kim
- Sep 20, 2020
- 1 min
June 2020 Quarterly Letter
Global equity markets quickly recovered from their March lows, posting gains of over 19%. We take a look at what the second half...
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Sunjin Kim
- Sep 12, 2020
- 1 min
March 2020 Quarterly Letter
Markets repriced in 2019 following a weak 2018. We take a look at the prospects for 2020 given market valuations are now on higher ground.
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Sunjin Kim
- Sep 12, 2020
- 1 min
December 2019 Quarterly Letter
Markets repriced in 2019 following a weak 2018. We take a look at the prospects for 2020 given market valuations are now on higher ground.
32 views
Sunjin Kim
- Sep 12, 2020
- 1 min
September 2019 Quarterly Letter
How will institutions meet their return targets in the years ahead given the challenges record low and negative interest rates may create?
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Sunjin Kim
- Sep 12, 2020
- 1 min
June 2019 Quarterly Letter
When it comes to impact, ESG, and SRI approaches to investing, we believe that doing good does not mean an organization needs...
49 views
Sunjin Kim
- Sep 12, 2020
- 1 min
March 2019 Quarterly Letter
Given an extended bull market this quarter, we'll look at the concept of debt, the government, and this not so new-fangled thing...
47 views
Sunjin Kim
- Sep 12, 2020
- 1 min
December 2018 Quarterly Letter
2018 brought negative returns to nearly every asset class. How are fundamentals, valuations, and sentiment lining up for 2019?
32 views
brian4567
- Mar 30, 2019
- 0 min
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