Contact Us
855-RIA-PLAN (855-742-7526)
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
Fear is being spread on social media that some AI players are nearing default. The evidence, some say, lies in the Bloomberg graphs below showing the widening CDS spreads of Oracle and CoreWeave. Before getting into some details about what the CDS markets may be warning about Oracle and CoreWeave, let’s explain what CDS is.
CDS stands for credit default swaps. These are derivative contracts in which one party, the default prot...
Portfolio Trade Alert – October 21, 2025
Trade Alert - Equity & ETF Models
We are rebalancing both models as we head into the seasonally strong period of the year. In the Equity model, we are bringing META, AMZN, JPM, and KMI to target weights and selling all of NOW for the tax loss heading into year-end reporting.
In the ETF model, we are rebala...
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.
EBITDA And The Warnings Of Charlie Munger
🔎 At a Glance
Tech Cracks As Momentum Breaks
EBITDA and the Warning From Charlie Munger
Portfolio Tactics For Next Week
From Lance’s Desk:
