John Rekenthaler — Truth Teller | Paul Merriman
✓ Truth Teller

John Rekenthaler

Morningstar's Vice President of Research and one of the most intellectually honest analysts in the investment world — rigorous, independent, and unafraid to say what the data actually shows.

John Rekenthaler
Home Truth Tellers John Rekenthaler
Featured Truth Teller

JOHN REKENTHALER

In a financial media landscape filled with people telling investors what they want to hear, John Rekenthaler tells them what they need to hear.

As Morningstar's Vice President of Research, John has spent more than three decades examining the fund industry with a clear eye and an independent mind. He follows the evidence — wherever it leads — and he writes with the kind of intellectual honesty that has become increasingly rare.

"Most of what passes for investment wisdom is either wrong, or right for the wrong reasons."

What makes John's work stand out is his willingness to challenge received wisdom. He has written critically about actively managed funds, skeptically about market predictions, and thoughtfully about the limits of what any investor can know in advance. He is not in the business of making anyone feel good about bad decisions.

I have followed John's writing for years. He approaches every topic the way I believe all financial analysis should be approached: with rigor, humility, and a genuine commitment to the truth. Those qualities are rare, and I trust them.

— Paul Merriman

Our Standard

WHAT MAKES A TRUTH TELLER

🔍

Vetted by Paul

Each Truth Teller is personally selected by Paul after following their work over time. If Paul trusts them, you can too.

📚

Education First

Truth Tellers are teachers, not salespeople. Their goal is your understanding — helping you make better decisions with confidence.

🎯

Investor Focused

Everything they share is aimed at helping everyday investors make smarter, simpler decisions — no matter where you are on your journey.