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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
The BLS Producer Price Index (PPI), measuring wholesale prices, surprised to the downside, showing a zero percent increase in prices for June. PPI came in lower than what all 50 forecasters in Bloomberg’s survey predicted. To wit, both the core and headline figures were 0.20% below estimates. Notably, the headline PPI for the last three months has averaged near 0%, while the core PPI is less than 0.1%. Year over year, PPI is down to 2.3...
Portfolio Trade Alert – July 17, 2025
Trade Alert - Equity & ETF Models
This morning, we are rebalancing some of the risk in our equity portfolios. We aren't doing anything significant and want to continue participating with the market, but some positions are getting grossly overweight their target allocations.
As such, while slightly increasi...
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.
Is The Dollar Setting Up For A Comeback?
🔎 At a Glance Is The Dollar Setting Up For A Comeback? Zero Fear Portfolio Tactics For Next Week From Lance’s Desk: Q2-2025 Earnings Season Preview Portfolio updates & sector strategy shifts Market stats, s...
