• brian4567

March 2021 Quarterly Letter

Updated: Jul 21, 2021

We discuss the evolving inflation situation and what it means for long term portfolios

Disciplina 1Q21 Letter
Download PDF • 607KB

152 views0 comments

Recent Posts

See All

We take stock of where valuations are after a "horrible, no good, very bad" first half in the financial markets.

This quarter we discuss the challenges on managing long term portfolios in a low rate environment and the challenges from increasing inflationary pressures.