brian4567May 4, 20211 min readDisciplina 1Q21 Quarterly LetterUpdated: Nov 7, 2022We discuss the evolving inflation situation and what it means for long term portfoliosDisciplina 1Q21 Letter.pdfDownload PDF • 607KB
We discuss the evolving inflation situation and what it means for long term portfoliosDisciplina 1Q21 Letter.pdfDownload PDF • 607KB
We revisit the 90's to get some perspective on interest rates and discuss the concentration situation in equity markets
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