• brian4567

This quarter we discuss this our concerns about rising government debt and the validity of "MMT"


Disciplina 1Q19 Letter (4)
.pdf
Download PDF • 739KB

1 view0 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.