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 Quarterly Letter 2Q22We take stock of where valuations are after a "horrible, no good, very bad" first half in the financial markets.