Mr Bearbull

Avoiding the liquidity trap If central banks can navigate a narrow path between fighting recession and maintaining credibility, equities may do all right ...
15 February 2012

About Mr Bearbull

Sound advice on running portfolios from an experienced commentator

Recent articles

Exciting income shares

09 February 2012

You can get excitement into a high-yield portfolio, and Mr Bearbull may have found just the stock to do it

"I know the application of business-school valuation tools will produce lousy results. But that's not what its shares are about. They are a punt on recovery."
A better emerging markets buy

03 February 2012

Mr Bearbull switches capital into an emerging markets fund that gets closer to the action
Vodafone and the wonder of free cash

25 January 2012

Vodafone's rising free cash flow and generous dividends means that its shares are right for the Bearbull income fund

'Then it could sit back and watch the money roll in as the human race indulged its propensity to communicate far more than was strictly necessary as people talked and texted, then surfed and sexted their way to 2012'
Why I'm sticking with shares

18 January 2012

Cautious about equities? Yes. But their outlook is better than that for government bonds
Shift to bonds

11 January 2012

As the stop-loss on a key holding is triggered, the new year brings a new and defensive holding for the Bearbull income fund

"It's difficult to shift far from the consensus view which says that 2012 will be tough for equities, with the first half especially testing"