brian4567Aug 11, 20231 min readDisciplina 2Q23 Investor LetterReturns in the first half of 2023 have been impressive, but the inflation battle is till not over.Disciplina-2Q23-Letter.pdfDownload PDF • 1.03MB
Returns in the first half of 2023 have been impressive, but the inflation battle is till not over.Disciplina-2Q23-Letter.pdfDownload PDF • 1.03MB
We revisit the 90's to get some perspective on interest rates and discuss the concentration situation in equity markets
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