brian4567Apr 14, 20221 min readDisciplina Quarterly Letter 1Q22This quarter we discuss our concerns about the impact of pandemic related monetary and fiscal stimulus on inflationDisciplina 1Q22 Letter.pdfDownload PDF • 666KB
This quarter we discuss our concerns about the impact of pandemic related monetary and fiscal stimulus on inflationDisciplina 1Q22 Letter.pdfDownload PDF • 666KB
We revisit the 90's to get some perspective on interest rates and discuss the concentration situation in equity markets
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