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What They Do...
...(and who they do it to).
Jan 16
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Bob Seawright
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What They Do...
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Things Change
Things change more and faster than we think.
Jan 10
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Bob Seawright
11
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Things Change
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2024 Forecasting Follies
TBL's annual look at the "best" in human forecasting.
Jan 2
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Bob Seawright
15
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2024 Forecasting Follies
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10
Miss Me?
Merry Christmas from TBL.
Dec 19, 2024
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Bob Seawright
17
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Miss Me?
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Only Human
How to start getting better.
Jun 13, 2024
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Bob Seawright
15
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Only Human
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3
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The Index Mindset
Mar 24, 2023
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Bob Seawright
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The Index Mindset
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30
The Better Letter: Addition by Subtraction
Jul 30, 2021
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Bob Seawright
13
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The Better Letter: Addition by Subtraction
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6
The Better Letter: Rhyming Set to Music
Oct 9, 2020
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Bob Seawright
14
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The Better Letter: Rhyming Set to Music
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3
Fear Not
Jan 26, 2024
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Bob Seawright
28
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Fear Not
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Value for Money
The most difficult investment problem in the world.
Jun 7, 2024
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Bob Seawright
12
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Value for Money
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Finding What We’re Not Looking For
You aren't the center of the universe. Me, neither.
May 30, 2024
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Bob Seawright
15
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Finding What We’re Not Looking For
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Every Highway
What we hear isn't always what is.
May 23, 2024
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Bob Seawright
10
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Every Highway
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2
The Necessary Leap
Should we always follow the evidence?
May 17, 2024
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Bob Seawright
9
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The Necessary Leap
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7
Fool's Errand
We can't predict market action for human reasons and for structural reasons, too.
May 9, 2024
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Bob Seawright
15
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Fool's Errand
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4
The Song Remembers When
The musical one percent.
May 3, 2024
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Bob Seawright
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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, 2024
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Bob Seawright
8
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Profoundly Unserious
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Investment Beliefs
A “working draft” of my investment beliefs.
Apr 12, 2024
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Bob Seawright
14
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Investment Beliefs
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Crackpots Work Alone
RIP, Daniel Kahneman
Apr 5, 2024
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Bob Seawright
16
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Crackpots Work Alone
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The Better Letter
A newsletter about markets, politics, faith, and life, published intermittently.
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