Sunjin KimSep 11, 20201 min readMarch 2020 Quarterly LetterMarkets repriced in 2019 following a weak 2018. We take a look at the prospects for 2020 given market valuations are now on higher ground. Read Disciplina’s December 2019 quarterly letter here.Disciplina 1Q20 Letter.pdfDownload PDF • 657KB
Markets repriced in 2019 following a weak 2018. We take a look at the prospects for 2020 given market valuations are now on higher ground. Read Disciplina’s December 2019 quarterly letter here.Disciplina 1Q20 Letter.pdfDownload PDF • 657KB
We revisit the 90's to get some perspective on interest rates and discuss the concentration situation in equity markets
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