John Rekenthaler is Vice President of Research for Morningstar, the author of the Rekenthaler Report column, and a leading expert on the mutual fund industry. John has been with Morningstar…
Tag: Featured
Six Narratives Shaping The Stock Market In 2020
In this bonus episode, we we discuss a presentation Justin recently gave to Fidelity customers about some of the major narratives shaping the current market. The word “unprecedented” tends to…
The Realities of Growth Investing
Growth stocks have been trouncing value stocks for a long time now. The chart below illustrates just how massive that outperformance has been. The Russell 1000 Growth ETF is up…
Excess Returns, Ep. 42: Why the Stock Market is Near All Time Highs Despite the Major Issues in the Economy
We are currently in one of the most difficult economic environments many of us will see if our lifetimes. Even though the unemployment rate has fallen from its high of…
The Dangers of the Obvious
By Jack Forehand, CFA Let’s pretend we could turn back time to January 1st of this year. What if I gave you the following series of facts and asked you…