Thomas Monteiro's Comment & Analysis
A complete archive of Thomas Monteiro's articles, including current analysis & comment - Page 5
Institutional investors increased equity exposure in Q1 2023
Warren Buffett’s Berkshire Hathaway bought shares in Capital One, Bank of America, and Citigroup, while selling...
Looking for a rock-solid income base for your portfolio? Dividend stocks are where to turn.This week, our VIP list of Pro Picks — only available to InvestingPro subscribers — features...
International hotel reservations and airport travel volumes are increasing, leading to positive results for the travel industry in Q1 23
Airbnb's business is expanding and has good financial...
Apple's Q2 2023 earnings forecast shows a decline in revenue and earnings per share, indicating vulnerability to the challenging macroeconomic environment
Still, the company's cash pile and low EPS...
Financials have substantially rebounded during the last month on the back of better-than-expected earnings from the big banks and indications that the Fed will keep supporting the sector with...
S&P 500 expected to remain stuck in a tighter range due to macroeconomic risks even as short-term volatility is likely to decrease
In that scenario, stock picking is the best and safest way to...
Financial conditions should remain relatively stable for the near future
Accordingly, the S&P 500 could trade in a tighter range than it did in the last few years
Such a scenario could generate...
Investing.com chatted with Vineer Bhansali, CIO and Founder of LongTail Alpha
The Fed has already started shifting its priority from fighting inflation to preserving financial stability
Markets will...
Bill Gross, a.k.a the “bond king,” says the Fed “knows nothing” in an exclusive interview with Investing.com
The central bank’s inflated balance sheet means a Volcker...
The return of left-wing Lula to Brazil's highest post completes a regional political pivot started in Mexico in 2018
Lula said his country, the world's third-largest food exporter is "not interested...