John Rekenthaler

Drawing public lessons from a private fund's problems.

Sheep, sloths, and gorillas.

Their economies have astonished; their stock gains, not so much.

A brief overview of the topic for those who have not yet retired.

When individual-investor communities, not institutions, drive security pricing.

Quietly, high-quality bonds have taken a beating.

A column from the archives on value investing, emerging-markets stocks, and preferred stocks.

Sometimes past performance is indeed predictive, and then so is the star rating.

Better that fund companies hire on merit than familiarity.

Reality check: For whom does the market really work?

The affluent are well served by today’s retirement-income structure, but not everyday workers.

The anecdotes entertain, but the economic implications should not be ignored.

Is the currency worth owning?

And two ways that it does not.

When investments come with warning signs.

The popularity of the company’s funds raises a tricky question.

A little learning is a dangerous thing.

Lower risk has a high price.

Quite well, thanks for asking.

The good, the bad, and the ugly.

The question is not rhetorical.

The organizers are annoying, but the game is not crooked.

Even when the transactions appear to be personal, they're strictly business.

Do individuals stand to benefit from penny stocks in the long term? Not likely.

Not everyone believes that ETFs will become more popular than mutual funds.

Eventually, ETFs will be the industry standard.

The silent damage caused by revenue-sharing agreements.

The surge that confounded the experts.

Is the best index-fund flavor plain vanilla?

Investing when interest rates (and bond yields) are no more.

Yes in theory, no in practice.

The ups and downs each inform.

The less attention the industry attracts, the better it becomes.

Those stock funds that moved less, profited more.

The SEC releases the results of its investigation.

The math of diversification.

If the stock market’s 2020 gyrations bothered them, the numbers don’t show it.

The help came from an unexpected source.

How the industry's 1999 bond-fund leaders have since performed.

If the speculation is removed, is there anything left?

And three reasons to choose bond funds instead.

However, the company's difficulties will likely be short-lived.

The question is not rhetorical.

Thereby making the index even more concentrated, high-growth, and volatile.

If so, the industry’s leaders must perform better.

Surprisingly, the reason relates to income inequality.

The answer is otherwise than appears at first impression.

Yes he can, and perhaps accurately.

Something old, something new, and something out of the blue.

However, it has not (yet) become a mania.