brian4567Aug 8, 20221 min readDisciplina Quarterly Letter 2Q22We take stock of where valuations are after a "horrible, no good, very bad" first half in the financial markets.Disciplina 2Q22 Letter.pdfDownload PDF • 1.23MB
We take stock of where valuations are after a "horrible, no good, very bad" first half in the financial markets.Disciplina 2Q22 Letter.pdfDownload PDF • 1.23MB
We revisit the 90's to get some perspective on interest rates and discuss the concentration situation in equity markets
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