Finance Without Myths
Refael BurtonRethinking finance.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 12 | Subscribers | Read | refaelburton.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Finance Without Myths: Facts, Judgements and Circular Explanations
Many market explanations, while sounding informative, say nothing.
A Short Manifesto: On Consensus, Edge and Investment Theses
Edge in markets is fundamentally different than edge in other fields.
Finance Without Myths: Framing, Risk and the Fake Lottery Ticket
Loss aversion and risk aversion are the most common instincts shaping investor behavior. Investors try to manage risk and loss by sizing positions carefully, choosing investments with limited downside, and avoiding high-risk assets.
Finance Without Myths: Predictive Power and the Three Logical Mistakes of Value Investors
Value investing, like every investing strategy, has a specific approach and makes specific claims. Many value investors make logical errors when evaluating these claims, and this article highlights some common mistakes.
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Authors
The writers behind this newsletter.
Busting investment narratives. Building a wiser future. Yeshiva educated; self ed in finance.
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