brian4567Oct 15, 20211 min readDisciplina Investor Letter 3Q21This quarter we discuss post pandemic labor market trends and the implications for inflation and fixed income assets.Disciplina 3Q21 Letter.pdfDownload PDF • 935KB
This quarter we discuss post pandemic labor market trends and the implications for inflation and fixed income assets.Disciplina 3Q21 Letter.pdfDownload PDF • 935KB
Disciplina Quarterly Letter 2Q22We take stock of where valuations are after a "horrible, no good, very bad" first half in the financial markets.