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Learn the why. Not just the what.

Investing fundamentals, market logic, and the discipline behind good decisions.

Psychology & Discipline

Why You're Obsessed With Today's Price and Missing the Bigger Picture

A stock's price on any single day tells you almost nothing about what the underlying business is actually worth. Financial economists made peace with this fact decades ago; nobody…

June 12, 20263 min read
Psychology & Discipline

When Confidence Becomes Dangerous in Investing

Confidence is not uniformly virtuous. In most domains of human activity, it broadly correlates with performance. The financial markets are one of the significant exceptions—and the failure to appreciate this is responsible for an enormous amount of wealth destruction.

June 11, 20267 min read
Psychology & Discipline

The Illusion of Control: Why You Can't Predict the Market

Human beings are pattern-recognition machines. This capacity has served the species extraordinarily well across evolutionary time—but in the context of financial markets, it is one of our most dangerous liabilities.

June 11, 20267 min read
Psychology & Discipline

Why You Think You're a Better Investor Than You Actually Are

There is an odd asymmetry in how people size up their own investing skill. Poll a room of investors on whether they're better than average and most hands go up -- which is…

June 11, 20263 min read