Bearbull

February 29, 2024
The best way to play scarcity
As the herd crowds into AI, investors shouldn't forget the importance of capital scarcity
February 22, 2024
Bearbull Portfolio: Decision time for this quasi-bond holding
It's time to decide whether to increase my position in this bedrock of my Income Portfolio
February 15, 2024
Are Shell and BP’s buybacks good for shareholders?
The short answer: maybe, if somewhat dispiritingly so
February 08, 2024
Investors should learn to live with GSK
I'm keeping GSK in the Bearbull income portfolio, a decision with serious merit, finally
February 01, 2024
Central Asia Metals: A real lesson in diversification
Or the story of the mine that (nearly) broke the CAML’s back
January 25, 2024
Bearbull Portfolio: Even a poor year has silver linings
The Bearbull income portfolio failed to beat its benchmark for the second year in a row – but is poised to bounce back
January 18, 2024
How sensible investors should approach the Bitcoin saga
At least we’ve moved to the entirely cynical stage of bitcoin speculation
January 11, 2024
What is the FTSE 100 for?
Some obituaries for the UK index have missed the point
December 28, 2023
Can UK investors succeed by putting in the 'extra effort'?
The biggest question: what sort of investor do you want to be?
December 14, 2023
Three charts that explain the UK stock market
Bearbull: They can tell us whether we should be invested in UK equities and, if so, what outcomes we might expect

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