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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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De-dollarization Or Re-dollarization? – RIA

By Michael Lebowitz and Lance Roberts | Nov 6, 2024 | Daily Market Commentary
Some gold and Bitcoin bugs claim the U.S. dollar is being inflated away and that our politicians and the Fed are abusing its status as the world’s reserve currency. While the narrative may sound logical, the fact of the matter is that the opposite is occurring. Despite growing de-dollarization narratives in traditional and social media, the dollar’s use in global transactions is increasing.The Gavekal Research graph below shows that...
Portfolio Trade Alert – October 15, 2024

Portfolio Trade Alert – October 15, 2024

By Lance Roberts | Oct 15, 2024 | PRO TRADING
Trade Alert - Equity & ETF Model We added to our energy exposure a couple of months ago, expecting a counter-trend rally in energy stocks from a move higher in oil prices. Shortly afterward, the conflict between Israel and Gaza escalated and spilled over into Iran. With the situation stabilizing, oil prices have peaked short-term, so we will rebalance our ene...
Friday Favorites: Shift4 Payments (FOUR)

Friday Favorites: Shift4 Payments (FOUR)

By Michael Lebowitz and Nick Lane | Nov 1, 2024 | PRO BLOG
Within the Portfolio tab of SimpleVisor, we share the portfolio holdings of some of the largest and most well-known investors. The portfolios of these “Super Investors” provide insight into the stocks they like and the overall exposure to the market they are taking. We follow up on last week’s payment processing company, Fiserv (FI) with another “Super...
The Presidential Election Cometh – RIA

The Presidential Election Cometh – RIA

By Lance Roberts | Nov 2, 2024 | PRO NEWSLETTER
By Lance Roberts | November 2, 2024