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Riding the cycle

COLUMNIST: Engineering companies are supposed to be cyclical. Don't believe it. Non-cyclical and high quality, more like

Weimar's shadow

COLUMNIST: Central bank chiefs are confusing the credit crunch with darker episodes in history, and that won't be good for European equities, says Mr Bearbull

Mice, lions and cocoa

COLUMNIST: What's happening in the cocoa market is fun, but don't imagine that it represents a serious investment opportunity

Illusory barriers

COLUMNIST: Suddenly top businessmen are eager to form retail banks. But their thinking may be a little fuzzy, says Mr Bearbull

The Osborne effect

COLUMNIST: If George Osborne's Budget locks the UK into recession or worse, here’s how investors should respond

Safety and value at BP

COMMENT: BP's shares are close to being a bargain, but not quite, says Mr Bearbull

Bricks and bargains

Don’t fret about a double-dip recession. If you’re patient enough, shares in housebuilders should still be rewarding

Wanting and needing

COLUMNIST: Just because you want something does not mean you need it, as National Grid's rights issue shows

CGT: a taxing issue

COLUMNIST: The new government does not understand the difference between who pays a tax and who bears the cost. If it did, it'd leave capital gains tax alone.

A cynical response to the Greek bail-out

COLUMNIST: The bail-out of Greece sends the message that government will always rescue the inept