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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

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The Deficit Crisis Is Really A Recession Problem

By Michael Lebowitz and Lance Roberts | Jun 6, 2025 | Daily Market Commentary
The graph below provides a clearer understanding of the US fiscal deficit. First, focus on the red line below, graphing the ratio of federal debt to GDP. Note that it is at the same level today as it was in 2021. Similarly, before the pandemic, it had been relatively flat for seven years. This highlights that the deficit problem we have today was exacerbated by recession-prompted fiscal stimulus and the temporary decline in GDP.
Portfolio Trade Alert – May 28, 2025

Portfolio Trade Alert – May 28, 2025

By Lance Roberts | May 28, 2025 | PRO TRADING
Trade Alert - Equity & ETF Models We recently added to our long-bond ETF (EDV) exposure for a reflexive trade given the very overbought conditions of interest rates. Today, we are clipping the profits on the trade and looking for the next opportunity. Both Models ...
Friday Favorites: Snowflake (SNOW)

Friday Favorites: Snowflake (SNOW)

By Michael Lebowitz | Dec 20, 2024 | PRO BLOG
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.  
The Narratives Change. Markets Don’t.

The Narratives Change. Markets Don’t.

By Lance Roberts | May 31, 2025 | PRO NEWSLETTER
Inside This Week’s Bull Bear Report The Narratives Change. Markets Don’t. How We Are Trading It Research Report – Ray Dalio & The Coming Financial Crisis ...