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JOHN REKENTHALER News & Analysis

An 8% retirement withdrawal rate?
Personal Finance
An 8% retirement withdrawal rate?
A radio host advocates no small plans.
John Rekenthaler, CFA | 27 November 2023
Worst. Bond. Market. Ever.
Fixed Income
Worst. Bond. Market. Ever.
By historical standards, stocks haven't done too badly. That's not the case for bonds though.
John Rekenthaler | 25 November 2022
The catch to income investing
Stocks
The catch to income investing
More current cash usually means less future capital.
John Rekenthaler | 06 July 2022
Should you take investing advice from Matt Damon? (Probably not)
Personal Finance
Should you take investing advice from Matt Damon? (Probably not)
Will today’s investment trends survive the bear market?  
John Rekenthaler | 05 July 2022
What to do when bonds no longer hedge stocks
Stocks
What to do when bonds no longer hedge stocks
For the first time in decades, bonds haven’t protected balanced portfolios. What to do?
John Rekenthaler | 22 June 2022
The bottom may be further than you think
Funds
The bottom may be further than you think
How low can ARK Innovation go?
John Rekenthaler | 25 May 2022
Have growth stocks bottomed?
Stocks
Have growth stocks bottomed?
They are off to their worst start in since, well, forever.
John Rekenthaler, CFA | 04 May 2022
What to buy if stagflation arrives
Personal Finance
What to buy if stagflation arrives
Commodities have a mixed record as stagflation threatens a return after a 40-year absence. 
John Rekenthaler | 21 April 2022
Direct indexing is all the rage, but is it worthwhile?
ETFs
Direct indexing is all the rage, but is it worthwhile?
Today’s trend is direct indexing and seemingly every major company is on board.
John Rekenthaler | 14 April 2022
On Mohamed El-Erian's argument against market-timing
Markets
On Mohamed El-Erian's argument against market-timing
The limits of investment knowledge.
John Rekenthaler | 11 April 2022