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Bearbull
July 21, 2009
The inflationary effect
COLUMNIST: Fears about incipient inflation mean that this may be a good time for high-yield shares, says Mr Bearbull
July 14, 2009
From Goldilocks to Goldwyn
COLUMNIST: Prices and other economic data suggest the economy is improving. Employment data suggests it isn't. Small wonder that many quoted companies remain uncertain about the outlook
June 30, 2009
Chat-up lines
COLUMNIST: Xstrata's Mick Davis has made some good moves in chatting up Anglo American's Cynthia Carroll, but he may need help from Geoffrey Chaucer, says Mr Bearbull
June 23, 2009
The Henry Ford way
COLUMNIST: Mr Bearbull suggests a way of avoiding paying a silly multiple of earnings for a company's shares - and identifies a potential new holding for the growth portfolio
June 16, 2009
The Ronaldo riddle
COLUMNIST: The transfer of Cristiano Ronaldo provides useful insights into the theory of price and value, says Mr Bearbull
June 10, 2009
Too much hot air
COMMENT: A key climate-change conference in December will throw up opportunities for investors, says Mr Bearbull - who has already identified one suitable investment
June 02, 2009
Moving on
COMMENT: A readiness to admit mistakes is crucial for running successful portfolios, says Mr Bearbull - who also adds a new holding to his income fund
May 19, 2009
Everybody knows
MR BEARBULL: Corporate governance is faltering and, paradoxically, that's why everyone wants more, says Mr Bearbull
May 12, 2009
Starting over
COMMENT: Mr Bearbull goes back to portfolio basics, and names the ten shares on his income radar
April 28, 2009
Isa anomalies
Rather than tinker with allowances, the government should scrap the anomalies that undermine ISAs, says Mr Bearbull
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