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Bearbull
June 19, 2013
Invading Africa
If Africa is the 'last great investment frontier', then Bearbull's global portfolio needs to commit some capital. But how?
June 05, 2013
Muddle-through markets
The world's equity markets have had some fun, now it's time to muddle through
May 22, 2013
'Nyet' to FTSKI
Smart investors playing the long game should not give 'FTSKI' companies the benefit of the doubt
May 15, 2013
Looking for LBOW room
From packaging to mezzanine finance - who can tell where the search for yield will lead
May 03, 2013
Regressing to Laurel and Hardy
Watch dividend yields; ignore PE ratios. Who would have thought Laurel and Hardy could tell you that?
April 26, 2013
Don't think, just feel
Gold's falling price revives the notion that analysis does not matter, but emotions do
April 17, 2013
Income signal
A high dividend yield can be a bullish or a bearish signal, so it's best to figure out which. Take Carillion as an example
April 10, 2013
Lenin and the bankers
The world's central bankers want to party. It's dangerous, but it seems churlish to ignore them
April 03, 2013
A capital plan
A company's capital spending plays a vital role in creating value, as Bearbull explains
March 22, 2013
Incoming income
Bearbull needs two new holdings for his income fund - let's start with five candidates
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