Rekenthaler Report

Stock Market Signals, Then Versus Now

Clues from the largest-company lists.

Rebalancing: A Practical Lesson

Let's take one more look at the "gold shares or bullion" question.

Gold Shares or Bullion as Portfolio Diversifiers?

The answer depends upon the size of the investment.

Long Bonds and Gold as Portfolio Diversifiers

Should equity investors consider holding less of the former and more of the latter?

Long Bonds Are for Fools

The investment hope is to sell them to greater fools.

Nobody's Talking About the Banks

Will it stay that way?

The Fund Industry's Struggle to Provide Retirement Income

Several decades later, the answer has not yet arrived.

Have Small Value Stocks Become a Bargain?

Putting numbers to the thesis

Bogle Had a Point on International Stocks

Vanguard's founder didn't see the need for them, and the markets haven't shown reason to suggest he was wrong.

Almost Nobody Knew

The bear market that arrived in silence.

When Will Stocks Recover?

The four stages of (most) bear markets.

Such a Narrow Stock Market!

A few companies feast, while many beg.

My Latest, and Most Impulsive, Trade

Here's how insuring with stock-index put options works.

This Economic Crisis Can't Be Addressed by Conventional Thinking Alone

Now is the time to be creative.

It's Hard to Make Money as a Bear

The better approach: Survive as a bear, profit as a bull.

Was There Any Escape?

Little indeed: When the going got tough, diversification did not get going.

What's Down With Treasury Yields?

Going where no Treasury notes have gone before.

The Coronavirus Column, Part 2

Expect more stock market volatility in the coming weeks (and maybe months).

Did Mutual Funds Perform as Expected During the Mini-Crash?

For the most part, yes.

The Coronavirus Column

Global governments have no choice but to risk a recession.

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