brian4567Jul 28, 20211 min readDisciplina 2Q21 Quarterly LetterDisciplina 2Q21 Letter .pdfDownload PDF • 649KBThis quarter we discuss the challenges on managing long term portfolios in a low rate environment and the challenges from increasing inflationary pressures.
Disciplina 2Q21 Letter .pdfDownload PDF • 649KBThis quarter we discuss the challenges on managing long term portfolios in a low rate environment and the challenges from increasing inflationary pressures.
We revisit the 90's to get some perspective on interest rates and discuss the concentration situation in equity markets
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