Archive - The Better Letter

The Index Mindset

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

Mar 24, 2023 •

In honor of the new book by Barry Ritholz.

Apr 22 •

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 •

The Better Letter: Words to Live By

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

Mar 11, 2022 •

Investment Beliefs

A “working draft” of my investment beliefs.

Apr 12, 2024 •

Forecasting Follies

We can't predict the future. At all.

Jan 13, 2023 •

Incentivized Stupidity

Stupidity comes in different flavors.

Jun 16 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts