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brian4567
Nov 5, 20241 min read
Disciplina 3Q24 Investor Letter
This quarter we discuss the evolution of China's property crisis and the challenges policy makers face correcting it.
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brian4567
Aug 8, 20241 min read
Disciplina 2Q24 Letter
This quarter we discuss why the labor market is stronger than many people think
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brian4567
Apr 29, 20240 min read
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brian4567
Feb 6, 20241 min read
Disciplina 4Q23 Letter
Our thoughts on the Fed, elections and impact on markets in 2024
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