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 2Q23 Investor LetterReturns in the first half of 2023 have been impressive, but the inflation battle is till not over.