top of page
Search
  • brian4567
    • Nov 7, 2022
    • 1 min read

Disciplina Quarterly Letter 3Q22

This quarter we discuss how far the Fed needs to hike before it reaches its "terminal" Fed Funds rate. We also highlight the effect of this year's bond market rout on 60/40 portfolios




91 views0 comments

Comments

bottom of page