Low Interest Rates, Uncharted Bond Markets, and the Income Conundrum
Extraordinary times may require adjusting expectations.
Rekenthaler Report
The Largest Funds are the Safest Bets
The odds favor Goliath.
You Needn't Hold Your Stock Winners
The math doesn't support the argument.
Why Wall Street Issues So Many Buy Recommendations
The reasons are not entirely nefarious.
How Many Stocks Beat the Indexes?
Unlike the children of Lake Wobegon, most companies are below average.
From the Archives: Why Target-Date Funds Don't Resemble University Endowment Funds
Half the reason is legal, the other half is practical.
With Specialty Funds, Bigger Has Been Better
The leading funds have compensated for the group’s overall struggles
Three Takeaways From the Archegos Disaster
Drawing public lessons from a private fund's problems.
The Misplaced Attack on Index Funds
Sheep, sloths, and gorillas.
Emerging-Markets Equities: A Promise Half-Fulfilled
Their economies have astonished; their stock gains, not so much.
The Workers’ Guide to Retirement Income
A brief overview of the topic for those who have not yet retired.
Will the Treasury Rout Continue?
Quietly, high-quality bonds have taken a beating.
Protecting Against an Expensive Market
A column from the archives on value investing, emerging-markets stocks, and preferred stocks.
The Morningstar Rating for Funds: What to Know
Sometimes past performance is indeed predictive, and then so is the star rating.
What Hedge Funds Teach About Investment Management
Better that fund companies hire on merit than familiarity.
The Final Word on GameStop
Reality check: For whom does the market really work?
The Great American Challenge: Retirement Income for Everybody
The affluent are well served by today’s retirement-income structure, but not everyday workers.
When Stocks Become Collectibles
The anecdotes entertain, but the economic implications should not be ignored.
The Conventional Investor’s Guide to Bitcoin
Is the currency worth owning?
4 Ways Today's Stock Market Resembles That of the Late 1990s
And two ways that it does not.
United States