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Bearbull
October 25, 2017
Theory meets practice
The bull market hasn’t made diversification pointless, but it highlights its limitations
October 19, 2017
Pay and productivity
It may be wishful thinking that better pay leads to better company performance
October 11, 2017
Longevity insurance
Here’s a novel way to look at the UK state pension
October 05, 2017
The recovery template
It’s tempting to see troubled consumer-credit lender Provident Financial as the archetypal recovery situation
September 28, 2017
Brave new world
Investors should prepare for a world of sectors without borders. It won’t be easy
September 06, 2017
The incentive is all
Bad incentives can destroy good companies, as Provident Financial has come close to showing
August 23, 2017
Days of future past
The future of finance could have strong links with its distant past
August 09, 2017
The Anglo-centric view
If equities worldwide look expensive, that may not apply to the UK
August 02, 2017
Life of frustration
Why are life companies so useless, or is Bearbull just unlucky?
July 25, 2017
Satellite of hope
The Bearbull income fund finds a growth opportunity – hopefully
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