brian4567May 9, 20231 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
We revisit the 90's to get some perspective on interest rates and discuss the concentration situation in equity markets
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