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The Necessary Leap
Should we always follow the evidence?
May 17
•
Bob Seawright
7
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The Necessary Leap
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Fool's Errand
We can't predict market action for human reasons and for structural reasons, too.
May 9
•
Bob Seawright
14
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Fool's Errand
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The Song Remembers When
The musical one percent.
May 3
•
Bob Seawright
8
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The Song Remembers When
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Profoundly Unserious
“We have serious problems to solve, and we need serious people to solve them.”
Apr 27
•
Bob Seawright
8
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Profoundly Unserious
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Investment Beliefs
A “working draft” of my investment beliefs.
Apr 12
•
Bob Seawright
14
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Investment Beliefs
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The Index Mindset
Mar 24, 2023
•
Bob Seawright
92
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The Index Mindset
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30
The Better Letter: Addition by Subtraction
Jul 30, 2021
•
Bob Seawright
11
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The Better Letter: Addition by Subtraction
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The Better Letter: Rhyming Set to Music
Oct 9, 2020
•
Bob Seawright
14
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The Better Letter: Rhyming Set to Music
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3
Fear Not
Jan 26
•
Bob Seawright
27
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Fear Not
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Crackpots Work Alone
RIP, Daniel Kahneman
Apr 5
•
Bob Seawright
15
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Crackpots Work Alone
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Bracketology (2024 Edition)
It's the most wonderful time of the year.
Mar 14
•
Bob Seawright
5
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Bracketology (2024 Edition)
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Reality is an Acquired Taste
This week’s TBL looks at a sad example from our post-truth age.
Feb 23
•
Bob Seawright
12
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Reality is an Acquired Taste
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The Big But
Avoiding error – not being stupid – generally matters more than making good affirmative decisions. Big but coming.
Feb 9
•
Bob Seawright
8
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The Big But
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Eyes Wide Open
The Beatles and their critics.
Feb 1
•
Bob Seawright
10
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Eyes Wide Open
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Fear Not
Trading on fear.
Jan 26
•
Bob Seawright
27
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Fear Not
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8
Safety Not Guaranteed
In investing, and in life, safety is not guaranteed.
Jan 19
•
Bob Seawright
26
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Safety Not Guaranteed
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Forecasting Follies 2024
As ever, nobody knows anything.
Jan 11
•
Bob Seawright
20
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Forecasting Follies 2024
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Revenge of the Nerds
This edition of TBL looks at the Moneyball revolution.
Dec 8, 2023
•
Bob Seawright
10
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Revenge of the Nerds
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The Better Letter
A newsletter about markets, politics, faith, and life, published intermittently.
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