Disciplina 4Q24 Investor Letterbrian4567Feb 31 min readThis quarter we discuss the 2025 outlook and potential market impact policies of the new administration may have on markets. Disciplina 4Q24 Investor Letter.pdfDownload PDF • 1.01MB
This quarter we discuss the 2025 outlook and potential market impact policies of the new administration may have on markets. Disciplina 4Q24 Investor Letter.pdfDownload PDF • 1.01MB
We revisit the 90's to get some perspective on interest rates and discuss the concentration situation in equity markets