• Sunjin Kim

March 2019 Quarterly Letter

Updated: Sep 20, 2020

Given an extended bull market this quarter, we'll look at the concept of debt, the government, and this not so new-fangled thing called "Modern Monetary Theory." Read Disciplina’s March 2019 quarterly update here.

Disciplina 1Q19 Letter
.pdf
Download PDF • 739KB

41 views0 comments

Recent Posts

See All

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

This quarter we discuss the challenges on managing long term portfolios in a low rate environment and the challenges from increasing inflationary pressures.