brian4567Feb 61 min readDisciplina 4Q23 LetterUpdated: Apr 29Disciplina 4Q23 Investor Letter.pdfDownload PDF • 1.02MBOur thoughts on the Fed, elections and impact on markets in 2024
Disciplina 4Q23 Investor Letter.pdfDownload PDF • 1.02MBOur thoughts on the Fed, elections and impact on markets in 2024
We revisit the 90's to get some perspective on interest rates and discuss the concentration situation in equity markets
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