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 2Q23 Investor LetterReturns in the first half of 2023 have been impressive, but the inflation battle is till not over.