Rekenthaler Report

From the Archives: Why the New Normal Didn't Arrive

The prognosticators were correct about the economy, but not about shareholder motivations.

The Struggles of Quantitative Investing

When being smart and skilled is not enough.

A Sign of a Good Fund Company: It Doesn't Terminate Its Funds

The virtues of organizations that stand and wait.

When the Stock Market Is Openly Inefficient

The curious case of Digital World Acquisition Corporation's warrants.

The System Still Fails Small 401(k) Plans

Workers at companies with small plans are burdened by high costs.

Why Economists Failed to Predict Inflation’s Return

Habit, selectivity bias, and groupthink.

Do Investors Need Alternative Investments?

How commodities and other nontraditional investments have affected portfolios.

Infinity Q Diversified Alpha: Worst. Fund. Ever?

The SEC files its latest complaint.

Asset Allocation: The Power of Traditional Thinking

Improving upon the common practice is easier said than done.

The Inflation Hedges Haven't Hedged

When inflation arrived, they slept.

Whatever Happened to Emerging-Markets Stock Funds?

From the Archives: The new hot thing became a long, slow fizzle.

Wall Street Ethics: The Good, Bad, and Ugly

When the Street deserves brickbats--and when it doesn’t.

Why the 60/40 Portfolio Continues to Outlast Its Critics

The doubts keep coming, but so does the strategy.

The Supreme Court Sides With 401(k) Participants

It's a victory for employees, but a headache for plan sponsors.

The Stock Market's Dominoes Are Falling

The first one to fall was ARKK.

How to Lose Money: Buy Digital World Acquisition Corp.

The odds are stacked against public shareholders.

Why Indexing Small-Growth Stocks Hasn't Worked

Bad luck is only half the reason.

Fidelity Magellan and the Paradox of Skill

How active equity management fell upon hard times.

Grading the Academic Research on Stock Returns

How accurate have been the professors' predictions?

Why SPACs Are a Racket

If you like paying load fees, you’ll love special-purpose acquisition companies.

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