brian4567Mar 30, 20190 min readThis quarter we discuss this our concerns about rising government debt and the validity of "MMT"Disciplina 1Q19 Letter (4).pdfDownload PDF • 739KB
Disciplina 2Q21 Quarterly LetterThis quarter we discuss the challenges on managing long term portfolios in a low rate environment and the challenges from increasing inflationary pressures.
March 2021 Quarterly LetterWe discuss the evolving inflation situation and what it means for long term portfolios