Bearbull

June 29, 2023
Central bankers: clever people who believe their own propaganda
It’s good to bust myths surrounding central bankers
June 15, 2023
Bearbull Portfolio: Where to find quality and stable US income stocks
Bearbull explains the rationale behind his income portfolio’s latest acquisition
June 08, 2023
We’re blind to our biggest threat – so we need US stocks
Bearbull: Diversify away from Europe’s rising risks, which contrary to popular opinion, is not AI
June 01, 2023
High inflation matters a lot more than we think
Bearbull's own measure of inflation has it running a lot higher than the ONS
May 25, 2023
A rare book that sheds light on value investing
Seth Klarman's Margin of Safety has lessons for investors – but not what you may expect
May 18, 2023
Cost of capital: an important item in the investor toolbox
A new report shows companies are less proitable, but not in the way investors might realise
May 10, 2023
The UK companies most attractive to private equity investors
Bearbull: Here's how to find out which portfolio holdings have the best characteristics
April 27, 2023
Four questions every gold investor should answer
We churn the data to assess gold’s ability to reduce risk
April 20, 2023
Private equity: no longer private, no longer special
It is far too common and far too big to be anything other than ordinary
April 13, 2023
Is Pfizer worth owning after Covid?
There is more to Pfizer than its Covid-19 treatment

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