brian4567Nov 51 min readDisciplina 3Q24 Investor LetterThis quarter we discuss the evolution of China's property crisis and the challenges policy makers face correcting it.Disciplina 3Q24 Investor Letter.pdfDownload PDF • 767KB
This quarter we discuss the evolution of China's property crisis and the challenges policy makers face correcting it.Disciplina 3Q24 Investor Letter.pdfDownload PDF • 767KB
We revisit the 90's to get some perspective on interest rates and discuss the concentration situation in equity markets
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