brian4567Nov 2, 20231 min readDisciplina 3Q23 Investor LetterThe demise of U.S. consumer has been greatly exaggerated. We look at drivers of consumer spending and a resilient economy.Disciplina 3Q23 Investor Letter.pdfDownload PDF • 949KB
The demise of U.S. consumer has been greatly exaggerated. We look at drivers of consumer spending and a resilient economy.Disciplina 3Q23 Investor Letter.pdfDownload PDF • 949KB
We revisit the 90's to get some perspective on interest rates and discuss the concentration situation in equity markets
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