brian4567Feb 61 minDisciplina 4Q23 LetterOur thoughts on the Fed, elections and impact on markets in 2024
brian4567Nov 2, 20231 minDisciplina 3Q23 Investor LetterThe demise of U.S. consumer has been greatly exaggerated. We look at drivers of consumer spending and a resilient economy.
brian4567Aug 11, 20231 minDisciplina 2Q23 Investor LetterReturns in the first half of 2023 have been impressive, but the inflation battle is till not over.
brian4567May 9, 20231 minDisciplina 1Q23 Investor LetterThis quarter we discuss the recent turmoil in the banking sector and its affect on the Fed and markets