brian4567Apr 15, 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
Disciplina 2Q23 Investor LetterReturns in the first half of 2023 have been impressive, but the inflation battle is till not over.