The Strongest Version of the Other Side: Davidson’s 1973 Principle of Charity, Rapoport’s Four Rules, the Letter Kennedy Answered, and Why the Long-Term Equity Investor Must State a Case Before Judging It

Scale of five ways to read an argument, from caricature at the bottom to the strongest version at the top, with bar lengths showing how much of the argument each reading preserves

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Manish Goel, FCA

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←The Cliff Behind the Queue: Erlang’s 1909 Telephone Mathematics, Kingman’s Heavy-Traffic Law, and Why the Long-Term Equity Investor Must Ask How Much Slack a Business Keeps

The Castle and the Courtyard: Shackel’s 2005 Motte-and-Bailey Doctrine, the Adjusted Earnings Measure, and Why the Long-Term Equity Investor Reads the Narrow Claim Behind the Broad One→

The Half-Life of Facts: Burton and Kebler’s 1960 Borrowed Metaphor, Poynard’s Forty-Five-Year Measurement of Clinical Truth, and Why the Long-Term Equity Investor Dates Every Input to a Thesis

9 November 2026
Hanlon’s Razor: Bloch’s 1980 Printing of an Older Warning, the Arithmetic of Intent and Error, and Why the Long-Term Equity Investor Writes the Tripwire Before the Surprise

8 November 2026
Occam’s Razor: Ockham’s Fourteenth-Century Rule of Parsimony, the Bayesian and Predictive Case for It, and Why the Long-Term Equity Investor Counts the Assumptions in a Thesis

7 November 2026
The Stockdale Paradox: Collins’s 2001 Name for Faith in the End and Honesty About the Present, and Why the Long-Term Equity Investor Needs Both Without a Date Attached

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The Strongest Version of the Other Side: Davidson’s 1973 Principle of Charity, Rapoport’s Four Rules, the Letter Kennedy Answered, and Why the Long-Term Equity Investor Must State a Case Before Judging It

More posts

The Half-Life of Facts: Burton and Kebler’s 1960 Borrowed Metaphor, Poynard’s Forty-Five-Year Measurement of Clinical Truth, and Why the Long-Term Equity Investor Dates Every Input to a Thesis

Hanlon’s Razor: Bloch’s 1980 Printing of an Older Warning, the Arithmetic of Intent and Error, and Why the Long-Term Equity Investor Writes the Tripwire Before the Surprise

Occam’s Razor: Ockham’s Fourteenth-Century Rule of Parsimony, the Bayesian and Predictive Case for It, and Why the Long-Term Equity Investor Counts the Assumptions in a Thesis

The Stockdale Paradox: Collins’s 2001 Name for Faith in the End and Honesty About the Present, and Why the Long-Term Equity Investor Needs Both Without a Date Attached