brian4567May 91 min readDisciplina 1Q23 Investor LetterThis quarter we discuss the recent turmoil in the banking sector and its affect on the Fed and marketsDisciplina 1Q23 Letter.pdfDownload PDF • 1.16MB
This quarter we discuss the recent turmoil in the banking sector and its affect on the Fed and marketsDisciplina 1Q23 Letter.pdfDownload PDF • 1.16MB
Disciplina Quarterly Letter 2Q22We take stock of where valuations are after a "horrible, no good, very bad" first half in the financial markets.