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SimpleVisorTM Insights is where the RIA Professionals post their latest thoughts, commentary and analysis to keep you ahead of ever changing markets. Find our latest commentary and videos below. All of our past articles and videos are archived in each of the links above.
Latest Posts
According to The Wall Street Journal, on an inflation-adjusted basis, technology companies have spent more in the last three years on data centers, chips, and energy than has been spent over the past forty years building out the nation’s interstate system. The massive amount of investments being put to work is stunning. But the Wall Street Journal asks the most critical question: Will they get their money back? In their articl...
Portfolio Trade Alert – September 30, 2025
Trade Alert - Crypto Model Only
Yesterday, the crypto model was up over 5% in a single day due to a sharp surge in BKKT, RIOT, CLSK, MARA, and HOOD. That surge in those stocks also caused the Bitcoin and Ethereum holdings to be underweight. We have just adjusted the portfolio to get weightings back to targets.
Friday Favorites: Snowflake (SNOW)
Snow is a data storage platform that allows its clients access to data and analysis of their data from the cloud. SNOW shares have been up about 50% over the last few weeks on strong sales and an optimistic outlook, as reflected in its most recent earnings report. However, despite the robust performance, it is still slightly lower for the year and well below its peak in late 2021.
Market Crack Or Beginning Of Something Bigger
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