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Bearbull
March 27, 2024
Why the fate of stock markets causes such a divide
Suddenly, I’m feeling a little unmoored in my market assumptions
March 21, 2024
What investors can learn from dividend cuts
The idea that cuts might be a signal that the bottom has been reached is not clear-cut
March 14, 2024
How long can Greggs be a growth stock?
The FTSE 250 member is growing its sales and estate and building a franchising arm. But is there such a thing as 'peak Greggs' and will we reach it soon?
March 07, 2024
Bearbull Portfolio: Why I'm sticking with this UK wind fund
Wind power’s many moving parts can make for a frustrating investing experience, but I’m learning to live with my allocation to turbines
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
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