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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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Scott Bessent Affirms The Dollar Is Not Dying

By Michael Lebowitz and Lance Roberts | Apr 25, 2025 | Daily Market Commentary
Despite a growing chorus of pundits claiming the “death of the dollar” is imminent, Treasury Secretary Scott Bessent said the dollar will remain the world’s reserve currency. The following clip from Bloomberg was based on a speech Scott Bessent gave Thursday morning...
Portfolio Trade Alert – April 25, 2025

Portfolio Trade Alert – April 25, 2025

By Lance Roberts | Apr 25, 2025 | PRO TRADING
Trade Alert - Equity & ETF Models As discussed previously, we continue using counter-trend rallies in the market to reduce risk, hedge, and rebalance exposures. In both models, we are using the bond sell-off, now that the "basis trade" seems to be calming down, to shif...
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.  
Is Risk Off Positioning Signaling A Market Low?

Is Risk Off Positioning Signaling A Market Low?

By Lance Roberts | Apr 19, 2025 | PRO NEWSLETTER
Inside This Week’s Bull Bear Report Is Risk-Off Positioning Signaling A Market Low How We Are Trading It Research Report – Inflation Is Subsiding Rapidly YouTub...
4-25-25 Wouldn't You Rather Roth?

4-25-25 Wouldn't You Rather Roth?

The Real Investment Show | Apr 25, 2025