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Bearbull
September 29, 2010
The double-dipping fetish
COLUMNIST: Fears about renewed recession are driving an odd contradiction in financial markets
August 25, 2010
How do you do it?
COMMENT: Mr Bearbull explains how he uses company statements to deduce whether shares are fairly valued or not
August 18, 2010
Safety first
COMMENT: Misery among the UK's outsourcing stocks shows the importance of running quick-and-easy safety checks
August 11, 2010
The meaning of agflation
COLUMNIST: Rising crop prices remind us that future global growth is likely to be concentrated in the developing economies - and investors should get ready now
August 04, 2010
Riding the cycle
COLUMNIST: Engineering companies are supposed to be cyclical. Don't believe it. Non-cyclical and high quality, more like
July 27, 2010
Weimar's shadow
COLUMNIST: Central bank chiefs are confusing the credit crunch with darker episodes in history, and that won't be good for European equities, says Mr Bearbull
July 21, 2010
Mice, lions and cocoa
COLUMNIST: What's happening in the cocoa market is fun, but don't imagine that it represents a serious investment opportunity
July 14, 2010
Illusory barriers
COLUMNIST: Suddenly top businessmen are eager to form retail banks. But their thinking may be a little fuzzy, says Mr Bearbull
June 30, 2010
The Osborne effect
COLUMNIST: If George Osborne's Budget locks the UK into recession or worse, here’s how investors should respond
June 23, 2010
Safety and value at BP
COMMENT: BP's shares are close to being a bargain, but not quite, says Mr Bearbull
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