Archive - The Better Letter

The Index Mindset

To index or not to index, that is the question.

Mar 24, 2023 •

The Better Letter: Addition by Subtraction

Less really is more, but we don't often see it.

Jul 30, 2021 •

Trading on fear.

Jan 26, 2024 •

We can't predict market action for human reasons and for structural reasons, too.

May 9, 2024 •

Forecasting Follies 2024

As ever, nobody knows anything.

Jan 11, 2024 •

Don’t Be Stupid

Not being stupid matters more than being smart, but...

Mar 30, 2023 •

How to start getting better.

Jun 13, 2024 •

Forecasting Follies

We can't predict the future. At all.

Jan 13, 2023 •

Investment Beliefs

A “working draft” of my investment beliefs.

Apr 12, 2024 •

The Better Letter: Words to Live By

Collected rules, "laws," maxims, heuristics, and other ditties worth remembering.

Mar 11, 2022 •

Things change more and faster than we think.

Jan 10 •

Safety Not Guaranteed

In investing, and in life, safety is not guaranteed.

Jan 19, 2024 •

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