The Better Letter

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Investment Beliefs
A “working draft” of my investment beliefs.
 • 
Bob Seawright
1
Crackpots Work Alone
RIP, Daniel Kahneman
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Bob Seawright

March 2024

Bracketology (2024 Edition)
It's the most wonderful time of the year.
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Bob Seawright

February 2024

Reality is an Acquired Taste
This week’s TBL looks at a sad example from our post-truth age.
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Bob Seawright
1
The Big But
Avoiding error – not being stupid – generally matters more than making good affirmative decisions. Big but coming.
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Bob Seawright
Eyes Wide Open
The Beatles and their critics.
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Bob Seawright
1

January 2024

Fear Not
Trading on fear.
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Bob Seawright
8
Safety Not Guaranteed
In investing, and in life, safety is not guaranteed.
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Bob Seawright
4
Forecasting Follies 2024
As ever, nobody knows anything.
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Bob Seawright
4

December 2023

Revenge of the Nerds
This edition of TBL looks at the Moneyball revolution.
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Bob Seawright
4
Do You See What I See?
You may not see what I see, figuratively or literally.
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Bob Seawright
2

November 2023

Confirmation Bias Writ Large
“I beseech you, in the bowels of Christ, think it possible that you may be mistaken.”
 • 
Bob Seawright
4
© 2024 Bob Seawright
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