brian4567Aug 81 min readDisciplina 2Q24 LetterUpdated: Oct 7This quarter we discuss why the labor market is stronger than many people thinkDisciplina 2Q24 Letter.pdfDownload PDF • 872KB
This quarter we discuss why the labor market is stronger than many people thinkDisciplina 2Q24 Letter.pdfDownload PDF • 872KB
We revisit the 90's to get some perspective on interest rates and discuss the concentration situation in equity markets
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