Investment Blog | Financial Blogs | Andrew Bell’s Blog

“A case for rational, value-based contrarianism”

16 August 2010

In the past 9 months, equity and bond markets have performed almost as many jinks and turns as a gazelle being chased by a cheetah.

“Bulls break out? - You’re never alone with a clone”

5 August 2010

With scare stories of “the wrong sort of beef” filling the silly season’s penchant for unusual news, there has also been an outbreak of cloning

“Default, dear Angela, lies not in ourselves but in your banks”

26 July 2010

The reason the European Union resolved to carry out stress tests on their banks was their exposure to the sovereign debt of Eurozone

Banks – confidence matters more than stress tests

15 July 2010

On that quintessentially French holiday, when they celebrate the anniversary of a thoroughly good riot in 1789, leading to a stress test

Economic Nosferatu drain liquidity from markets

6 July 2010

Most global equity markets have given back between one third and a half of the gains made since markets troughed in early 2009.

Have we now weathered the double-dip scare?

23 June 2010

The transition from markets driven by easy money to a greater focus on earnings growth and the possible threats to the economic recovery

Do bonds have sex appeal?

15 June 2010

One of the more bizarre revelations over the past week is that the Japanese Ministry of Finance has turned to sex appeal

“Put your own mask on before helping others”

7 June 2010

There is sufficient uncertainty over how the global economy manages itself out of the current imbalances

Revolt sprouting in Brussels?

27 May 2010

When the public sector takes on part of the burden of private sector debts, it is not some detached entity swooping

You are the weakest link, hello (or Hellas).

19 May 2010

Sorry to go on about Europe but it seems like a problem that when it says it’s going thinks it’s gone.

Andrew Bell's Blog

“A case for rational, value-based contrarianism”

“Bulls break out? - You’re never alone with a clone”

“Default, dear Angela, lies not in ourselves but in your banks”

Banks – confidence matters more than stress tests

Economic Nosferatu drain liquidity from markets

Have we now weathered the double-dip scare?

Do bonds have sex appeal?

“Put your own mask on before helping others”

Revolt sprouting in Brussels?

You are the weakest link, hello (or Hellas).

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